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Account Type
; O F2 n9 C# k4 A: J& l- v. bAccrued interest
1 U' r8 u$ R& y; _: ^Accumulation
* ]$ U2 T6 K6 J/ e) _7 ^! k/ ]Accumulation plan4 L) `* s8 z( ?; q I1 y
Active management5 Y' U2 j) g) N" y6 i: m
Aggressive growth fund
5 p- h9 K0 x. y7 r& N, gAlpha4 d, j0 L) D# V4 v% a0 \7 M' ]
Amount recognized
7 Q5 x3 w$ `; a& kAnalyst # F, Z1 D8 s6 E+ p
Annual effective yield
$ E' I8 Y4 U2 I& {' PAnnual Maximum Payment Amount+ t, o6 m% q# ?2 {$ M& n6 f2 U. k
Annual Minimum Payment Amount
: y# `' K0 u1 Y4 s- nAnnual report 9 h5 \) O% C A; v
Annual Return# m. g) Z+ Y5 b& W/ `
Annualize / d+ A/ o, }0 g6 i( c
Annuitant ! e; Y Q! z. c) u: T
Annuity / K! j$ f R) ?& O8 a' U7 \
Appreciation
) V" y5 m7 r" O* G* m, Q; xAssets . o( J9 U" ^ H' R- k
Asset Mix
1 N) i) s& X9 ^/ xAsset allocation
5 q* M+ z, o$ ?1 V/ HAsset allocation fund
. n4 k! s q5 w1 O3 i/ fAsset classes
' w4 v, R" ~! P3 _ t) c4 }Assisted Capital , F. t/ a4 f4 { n" I. T" i4 L! q
Automatic Conversion
8 k% @0 x* R5 \* L+ _Automatic reinvestment
( u4 M a* @4 BAverage Annual Compound Rate of Return
0 {+ Z. l p1 E( `6 AAverage Cost per Unit/Share5 i1 W# ]0 n; S. r
Average maturity3 m0 n, s" d2 h% E; U# Y
Back-end load
( j- ]/ w. V3 d8 o6 JBalanced fund
, G" J1 z7 ?2 a9 q( c; pBalance sheet ) {2 T2 n- v( t* R
Bank rate
# V3 n: k3 w7 k% ?Basis Point
, N0 o. M6 c& `+ u/ DBear market1 Y/ ^# `6 K- ^0 Y& o$ g5 L8 k
Beneficiary
& L/ v' x n/ {6 c1 _( [6 P5 jBeta
/ r! ]4 j6 u+ E, ?1 [Blue Chip
$ j+ `9 F7 r6 |3 @; kBond
$ d8 g& }, N4 Z: ?0 YBond fund F0 e, b, A4 _! a% e+ S3 X$ R$ |! F
Book value
% [' T6 b, C4 s2 d4 G |3 rBottom-up investing
* g) B& K+ Q+ w8 O" t! Y {( xBroker3 G. S' ?8 Z, i! B
Bull market
: D: ]$ I% h1 O' _( XCapital
2 O8 y% K; H1 C% \( I. t- sCapital Gains/ Y# e8 w& ?$ ?/ M, D4 D$ j. c3 \
Capital loss ( v( }) t: { C5 f
Closed-end fund
1 P9 ^( B: E* A0 S( K) D- W9 dCompounding 3 h/ r0 K5 r( Z) J4 k
Currency Risk
2 E% x" x* }$ I5 l9 u& OCurrent yield . Q& \0 `9 c- G! @
Custodian
2 P+ p' g. o9 ^' UDebenture% O; s6 S( X. p% i) |
Debt
5 `1 X$ }# N1 n( D* G' H0 L) o) r! YDeferral
4 [8 B3 D! ~9 V8 Z; Q) U5 zDefined benefit pension plan
) v' C, d: Q9 f: x/ B; SDefined contribution pension plan& _7 ?2 q' Y$ [: I, W3 W
Discount: r5 |/ q( d% {: I' T
Discounted Pricing for Large Accounts
6 n+ Z* J! E6 D* N2 K/ TDistribution History
' X/ K- ]+ A0 ^: s4 jDistributions
4 H" A' k* X9 Y& R6 \2 t! oDiversification
9 g8 \; f5 N5 V n R2 k/ F' SDividend! L, \. E8 V! c
Dividend fund
4 W! _% s: a7 R* W$ U# a' {2 XDividend tax credit
# W I4 L$ m4 b9 U! d6 xDollar-cost averaging& ?' i1 D0 s* X) u N) v* d
Dow Jones Industrial Average (DJIA)3 |% u5 O+ t2 h. q8 d+ [2 ]) M) h; D
Downside Volatility* ^2 V* h8 F6 c
DPSP (Deferred Profit Sharing Plan)+ Z# ?8 S! e' p6 l
Earnings estimates
$ C3 F: p- x) `' @. G J3 pEarnings Per Share
( U/ o: I1 h% |3 H+ O& ^5 d$ yEarnings statement
' {% W8 r c3 K( nEducational Assistance Payment (EAP)
: s7 C- C# J3 ?2 O! e! dEducation Savings Plan
6 m. p% D. z" @7 s$ B* O# {4 C( KEmerging Markets
/ H" d( O+ t' N. s! ^7 nEquities (Stocks)
- i+ F# Z; D' @+ `- Y3 R) _( BEquity fund
# i9 G M! i! F$ ]' B9 ZFair market value* V+ \: V: \% P" a( {' ?% f
Family RESP
5 O9 ], D3 N" P9 \5 R, DFixed-Income Securities
* K/ `5 v% H+ s! O4 }; \Front-end load
. B* t' A# }! O/ l% B+ {) K0 M+ CFundamental analysis0 m, x+ W8 Z; ^
Fund Number
* N% X9 L! M, L" J) mFutures# a! F; r$ ?" [9 [9 S V; g
GARP5 a( I5 N4 O3 p8 a5 O1 H) ?
Grant Contribution Room
- w* G* f9 }' A; JGroup RESP! Y$ F! f+ I+ {) y- |1 M* t
Growth funds
6 p0 v' l6 X9 Q3 @2 T% R# \# MHedge0 p" j/ L m6 s% Y% t% [2 s# x- Y
HRDC! x' O+ H. O# E2 ]2 u% c
Hurdle Rate
* j: q* g+ b2 s* xIncome Distribution- p( Q S: ` ?
Income funds & `, h. u- L) p$ \& I( F4 `
Index/ M* t/ w F) S. z/ l
Index fund4 }, C! x2 q- f- R+ B8 p6 o
Inflation
8 @' W# Z" @/ c6 ~+ o+ xInformation Ratio
/ V) z. S9 T; [# O, ~- X* {4 g, tInterest
$ E3 X* a" g# {$ Y9 Q5 ]. p! WInternational fund
3 H9 k0 J" t: |' a) X7 k& a& v/ Z7 HInvestment advisor
7 A7 S! c. q! [: PInvestment Funds Institute of Canada (IFIC) # M" J6 D6 m4 T" U' L
Leveraging
) x8 C1 T- f+ P7 j$ u" z- S6 NLiquid & m4 H1 v8 p8 K1 Y
Load
1 {0 a' y( ^& |Long Term Bond
( v9 n# {0 d: [% s2 M# @! S6 TLow Load (LL) sales option/ P) W* [6 }! |
Management expense ratio6 O; _2 l6 Q& L( e% ?0 F! \# C
Management Fee( p& }4 k+ D3 o4 X1 G
Market Value of a Mutual Fund
. _& T4 M- R6 r/ nMaturity% I J# R- Q$ r" ?! D
Mid-cap
0 b5 [7 g6 T vMoney market fund
$ i5 z4 H, _5 ~% C* p: ]7 Q% e! oMoney Market Instruments
' c7 d' C% d6 \1 {* V) x8 T( uMoving Averages
$ I" u4 b+ r# Y% k# J6 b0 t' ?9 YMutual Fund0 X4 W2 }6 x o6 ]
NASDAQ
5 \. o/ T; M( g% A2 s% YNAVPU" `7 C8 u" v) q1 {. p
Net Asset Value/ Q4 R D( P8 }; @
No Load' Y9 z+ k+ L6 F. \# O% H
Open-end fund, I# n3 v7 M0 X$ y; A) U% i4 I
Options
: `; J" M/ \# I$ K9 ?; G7 f6 QPension plan
9 s) `6 Y7 g1 n% |0 N7 N/ ~/ C) i- mPension adjustment+ ?) {6 m! s3 F, u" M' H! U
Portfolio
, A* O% I! O2 T2 l1 c8 V; \" rPortfolioPro/ E; I) e3 q5 [/ O! }; s
Post Secondary Education Payment6 O+ u: L4 x, ?' s+ i
Promoter" U# m, ~8 \! p' ]" I* S* h$ j: i
Premium- }& d8 Q4 |& g/ x8 |
Price-Earnings Ratio
% O* z& g2 {0 q* FPrincipal
8 r6 l2 H; X3 c0 P0 v' RProspectus6 Q z8 I) U( T$ {4 }& E x; W
Quartile Ranking
: {2 J) ]) K/ l K6 }Registered Education Savings Plan (RESP)" ]( V: h9 X1 n! T/ ?' a" R
RRIF (Registered Retirement Income Fund) % B2 n$ q6 B X; l6 j6 I4 p4 i; ]
RRSP (Registered Retirement Savings Plan)
+ ~9 k1 m& q. G# H1 cRecession
1 o$ b$ S: q& G( `2 a' N4 e" U9 WRelative Volatility% D) e) R& o0 R2 d F
Return4 x+ V) [4 a& c( }/ S
Risk
* J. H4 s# {( ]. K" U& Y7 ^( [ LRussell 2000 Index
( x* }4 h7 q! a7 b- j: ]R-squared) a! w( m) L l5 g' N
Sales charge
6 I5 ^3 Z/ z. `% Q- Y* b' tSector Fund
& W5 R D) C/ L9 g( jSecurities- R, ?+ G$ N3 N# M
Securities Act* q0 V A0 {; }5 z5 S
Sharpe Ratio% L5 ^% e0 n3 v e# r4 x( H2 I
Simplified prospectus( C1 K$ w6 D2 }* s2 W, A: Q
Sortino Ratio
; F' U( n, T( z3 r* m. h% JSpecialty fund, D) Q. ]: H. j" [% a
Standard and Poors 500 (S&P 500)
0 E9 q" _+ Q- d0 g7 ]) LStandard Deviation ) U% |: I+ A9 I) }
Subscriber$ w3 V+ g; S& \% b' D+ [
Tax credit& P r$ x l- B1 d y
Tax deduction% X: [% p( T g; g, G
Top Holdings% i+ P0 l8 v; Z
Top-down investing4 B1 ]) w+ P+ U" {9 a
Transfer Fee; o1 K' f! g# P0 p9 h
Treasury bills (T-bills) 9 Z; f# W( T5 [6 q! r1 b% Q
Trust + @( n) I5 `$ w) p3 s2 q+ p! R
Trustee
; g6 d* f* i+ v% cTurnover ratio ' a7 V j) @& @. t6 @
Unassisted Capital
0 }4 T0 ^4 e$ v% sUnderwriter
* k' S) R9 l/ d' s) r$ \2 pUnit trust
( z x. @4 [7 n: `2 p7 u# NValue funds
) ]6 y! O0 k) ~" h; y/ a, K+ VVesting, w" J1 T. c+ B/ L
Volatility; `) x) S6 K% s4 \+ C. W
Volume " d/ N+ ]4 _9 w6 f1 i, k8 C- S
Warrant: i% w) M* L. ^) U$ a5 |; q$ B
Yield
8 L8 l2 T) e8 x( I3 a0 T' h0 jYield curve4 `: f+ d0 a5 `& H" c" ~; h+ W
Yield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
