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Account Type
2 `0 s! _2 G7 x: h( x* XAccrued interest+ ^6 R& |! q3 v) ]2 [" z( _
Accumulation + r( C" S7 j T% P
Accumulation plan
/ |7 k5 s \- K( I7 i3 `% mActive management
( ` \7 m% I1 l) E( i9 x- \2 yAggressive growth fund
: r U4 g5 P. K# n- U7 RAlpha
6 D% T* V/ {* }- B; g- a1 DAmount recognized
; Q5 Q7 n9 s3 s: P$ ]Analyst " i# E H2 P( w- D
Annual effective yield
, f" O' m7 y. g7 `, @$ `3 sAnnual Maximum Payment Amount: ?( f; `. Y! C& P g( v
Annual Minimum Payment Amount ( @' S* F( @3 D+ Z+ p* |% Z! a
Annual report
2 G+ o1 ^8 ~' A6 s9 h2 yAnnual Return
6 l; _8 I( s* z) J: P/ v! M/ cAnnualize - [$ l8 J9 Q! X* F( k z
Annuitant
; W* P. R! L! \; ?+ a6 X* {Annuity - L" k# `6 Q% { ?8 Y. Y
Appreciation$ O/ T+ O+ b/ b* S$ [4 t8 i
Assets 3 ?: _' q6 d, q7 }
Asset Mix , W5 r, s1 c) N+ G2 W
Asset allocation
* g7 Q8 Z5 _4 I3 O ]2 yAsset allocation fund ' n; J0 T- m ] ^+ \$ A, k
Asset classes 2 Z; R+ v9 I4 Q# y8 ~
Assisted Capital ' F- j8 @: Z: R, j
Automatic Conversion
4 N* \6 T) f6 e$ w6 p, X5 R* oAutomatic reinvestment
) s6 y, i7 y7 _, ?' yAverage Annual Compound Rate of Return ! W, b. U! w6 y7 q% L( [! R
Average Cost per Unit/Share& q8 t+ M+ A5 x- m y/ E! u" }; G
Average maturity$ o6 e# @8 I* q8 P4 |3 P
Back-end load 9 I( o8 }" h( `. [' _
Balanced fund : c/ v- t* S+ g* _
Balance sheet
& U* S" l: L# m; f$ V, E' tBank rate
; l) c# e; k v+ s1 W1 l. ~Basis Point
" K& x7 H" m7 Q9 j, i, tBear market* Q0 K; Q" z/ ^$ s
Beneficiary # a8 [4 X$ x, F
Beta
j. X' G$ T4 p g8 ] v" @! QBlue Chip 9 N- i/ t. x: s7 z' S& }4 h
Bond
5 C6 e- y% M/ _: [. UBond fund * W6 S: Y% Y) q. A- R' @' n
Book value
- W7 Y; v- z- E. E$ N8 IBottom-up investing ! W9 I; F/ C, n; J. j) U b6 p
Broker
2 v* m0 z& B8 f4 {! }; M0 l& ~! nBull market# I& q$ \# A/ Q& ^, Q
Capital + ~( h4 A& P: Y
Capital Gains3 S/ \* g9 o) ^4 U
Capital loss s' P- h- D& N% f9 u8 ?$ R
Closed-end fund % V% s3 G& t; r
Compounding . Q* R) N' v7 V# c! X1 }7 ?
Currency Risk ' w8 l S" R+ M( h0 k% O* [+ ]
Current yield ' x M% c* K, F+ S. E& d7 f
Custodian 7 V p( X0 }$ G! u% ]* W
Debenture
6 d* {; k8 v0 Y3 R. hDebt
, z- t" x( r8 q4 I5 ]3 ADeferral/ j; I2 y4 O* U3 b( }) g' |
Defined benefit pension plan: \6 n2 p( S2 J5 Q; v9 h6 F9 V
Defined contribution pension plan( {5 m& l4 L0 e0 t! ^
Discount
% z' F% Z6 J; a; }Discounted Pricing for Large Accounts
& H2 g! d5 y2 A8 b0 w0 CDistribution History
# i& W8 L2 p! e4 nDistributions& r/ A8 Z! j; ?0 {7 z
Diversification+ Z& p& u- Z7 c$ J8 Y, V; v& ?
Dividend
`5 x) h" Y0 u7 MDividend fund
4 {/ i, h: q, n9 J! }Dividend tax credit+ Z- p) h1 O( o) ~# V* X4 S
Dollar-cost averaging0 a5 b& i+ S# _+ Q4 Q* B; A+ H
Dow Jones Industrial Average (DJIA)1 x3 D8 W3 B/ X% W& J+ {4 M
Downside Volatility
" c, u/ M2 F& M! p6 P9 n% VDPSP (Deferred Profit Sharing Plan)/ X! `% A/ S9 j- g, h( G' P4 k
Earnings estimates" Z1 s) _" V X7 u
Earnings Per Share& z! ^9 O J7 V& b7 `; m* A: @; s
Earnings statement* I& u" R* \' \- E5 x9 L. e0 N) g( m7 m
Educational Assistance Payment (EAP)
1 ?; ~5 ^' }" ^" |# h0 gEducation Savings Plan
+ y' Y. @0 N9 G7 c+ e9 T" {Emerging Markets9 E& v* N5 _5 E. B Z: u
Equities (Stocks)
1 c8 ?$ o0 Y% _' I) [5 EEquity fund: D1 p: u. p) y# v1 I4 ?
Fair market value
% S; s+ h2 P; h: l0 kFamily RESP
9 n. c$ d/ G' u3 j: U5 n$ o8 G7 l7 bFixed-Income Securities
0 F9 w/ `3 G {; D- XFront-end load
% k+ v2 c1 x: n! Z5 eFundamental analysis N: e c5 V! d3 ^3 G' E; c
Fund Number6 j% C: b' i X6 C/ y6 S
Futures h% ^- h8 L- ^# _' ?- ]
GARP
7 u% R/ {; m; U% tGrant Contribution Room
) H! C& u+ `; {. P. `: N+ KGroup RESP
) t* }: b3 o& `- \% hGrowth funds ' `$ N$ s+ }7 H7 `
Hedge
* x, N" J" _$ KHRDC
+ K- m/ N) B4 bHurdle Rate
8 ~1 A8 h2 i5 W* v1 JIncome Distribution* T% I [0 g& j' P4 x6 W( z0 N) ]
Income funds + n3 l" ]3 c, d6 u
Index
' y! J8 l. w" E, aIndex fund5 n9 ^$ {; l; i+ H3 e
Inflation 1 [4 {' H; R7 n$ l. O
Information Ratio + \7 E" G% Z9 \6 I1 H
Interest 6 t q( p2 l! Q; V- Z
International fund1 w7 f T2 S I& i, D3 O5 o
Investment advisor
* [2 q# l1 w# p' I& IInvestment Funds Institute of Canada (IFIC) * m& y/ _ }, h7 H. G
Leveraging
! u6 A2 E9 l, d6 }8 Q$ q0 ILiquid
" D2 D; ?, L/ ]- l ~5 O6 v0 x+ LLoad ' o0 h5 R+ [. a: a
Long Term Bond
2 ~: c# a8 {% T( lLow Load (LL) sales option
9 Z& [0 R- w: O$ }4 i" zManagement expense ratio! V) U2 R! l* z7 J) v/ x% M. w
Management Fee
@9 l, J5 G$ UMarket Value of a Mutual Fund
$ B. p, A& a d& P: f1 [" IMaturity
- O4 D5 W+ n$ [) o/ ]0 CMid-cap
& J/ M; B% x; q$ j: u; x- t7 [Money market fund q/ C1 F0 @+ B' v/ A
Money Market Instruments
0 {1 C$ }: E5 [8 X/ b5 W1 lMoving Averages
I* D3 {9 o0 |8 ~4 l- @Mutual Fund
2 w, V }$ P ^4 p+ d2 x1 yNASDAQ
) C1 e$ l9 q- c8 ENAVPU/ S" K( x- @, [3 H3 ?( U; K& @& K
Net Asset Value8 l& I9 n/ h. \6 S! ]) B
No Load
# i5 V9 {5 R5 e* rOpen-end fund0 \# u* b1 M4 Y+ n4 U) m2 k" W
Options- A6 @1 s1 D* T# w/ ?4 p! u
Pension plan
6 \- C9 p2 B+ E5 H6 {9 I1 f6 vPension adjustment
: j# |, X( I+ |+ nPortfolio
5 `6 I' s) L8 ^6 VPortfolioPro: V% m/ v% I( n+ d9 H( w$ [
Post Secondary Education Payment. u! ]1 g) U: |7 f8 D4 B. P2 ]$ \- J
Promoter
6 r x# S e( V O X1 _, BPremium8 @* {3 \$ Y/ Y' k; t/ I
Price-Earnings Ratio! Y' p X! d( K" F7 Q
Principal4 R0 E; T) T) M9 b
Prospectus# g2 r( I* L4 ^) F7 ]2 N8 u
Quartile Ranking
- y3 J* O3 G' V' _- iRegistered Education Savings Plan (RESP)
% _$ i* L) e2 `8 K# I: QRRIF (Registered Retirement Income Fund)
, c/ M, u2 c3 J- i7 h$ w$ P5 C$ ]" J1 eRRSP (Registered Retirement Savings Plan)
# ~- f8 H# V- e* d5 fRecession) f5 }) [- k' _6 p
Relative Volatility `1 ^ S4 J5 ^1 G5 N, M& t
Return- W% s% G6 \8 P7 [5 U* v
Risk , a+ @7 k A1 z! I* e9 F) R. _4 w
Russell 2000 Index
* f& l; l0 q8 N3 t( ^R-squared9 C1 U. q( O0 x! J" K) [- P
Sales charge* A- i9 \7 C ?. \; I; p
Sector Fund % @' K @- U0 ?. ^ r$ B( R
Securities" I1 [9 S/ N2 Q3 x1 [7 E# Q- E
Securities Act
/ v. X3 N- [4 ?! l0 lSharpe Ratio
! q/ K( M0 h+ t7 w2 ]Simplified prospectus( T4 W0 d( d: l0 u
Sortino Ratio
" Z) W' q$ O, H) S oSpecialty fund
9 B9 n, q! w4 D a4 }5 h" jStandard and Poors 500 (S&P 500)
1 K% P3 O" t5 NStandard Deviation 6 v {! o5 _( w8 Q: {4 }
Subscriber0 M, w9 @( A0 i0 q- w ?% ^
Tax credit) e& `7 t; Q0 [) }
Tax deduction
8 _* K) d* M7 u7 V. ]Top Holdings
7 a" C( e* B( m# UTop-down investing
# p/ e& \# b- z# f8 D) UTransfer Fee
' m% P: G$ V* {Treasury bills (T-bills) % f$ \ K; L% ]' q# r3 b V' l# X* j
Trust 2 e- N7 P* z( t% r a' v% ~
Trustee
j* \7 S+ W, X: JTurnover ratio
$ r1 g! K7 o" S qUnassisted Capital3 k X. K* Q. S
Underwriter
" j( z L4 p% f2 E0 q2 W3 HUnit trust! [$ ~, n- P6 R7 Z" D" x
Value funds 0 t! a7 W7 P" F
Vesting H3 @' J, i, i( Q; e7 }
Volatility
5 P" Q ? ]0 |0 Q8 XVolume
7 K. [9 Q) J' g" m0 _# O" l& L/ yWarrant+ g# y% H; ?2 C2 ]! R
Yield3 A) E% P+ M m
Yield curve
& I5 d3 ?1 Q J4 d0 ?Yield to maturity |
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发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
