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Account Type i! U9 d4 D5 z; J1 U: S
Accrued interest
! ~0 x* H8 I' r& `; {0 T9 NAccumulation
" C0 T$ l A4 h% M2 j4 BAccumulation plan! F8 R: z) J4 @$ _3 T. U! t
Active management
4 I) R6 z4 y5 j! Z' z( SAggressive growth fund q( J$ w2 h/ _4 ~! }) b" y
Alpha
, ^/ R+ H6 \% t# K& s0 M3 DAmount recognized
- b9 e/ P$ S) v; c/ r3 u( [Analyst ! W( r7 c$ K8 _; w
Annual effective yield
' R' z+ |9 a$ f9 g* H% MAnnual Maximum Payment Amount
% z8 B9 [8 S- C: c2 BAnnual Minimum Payment Amount
7 M- R$ P' [6 v4 {Annual report
1 Y3 c) a+ p' q. y! x2 mAnnual Return; L, W% o0 e$ H- o$ i
Annualize , H2 }0 _) y9 h, y
Annuitant
G$ ^6 \) w5 G; _2 hAnnuity 9 Z: d2 v$ s0 q, v! J
Appreciation; E/ u) t4 h' Y: z3 D1 G
Assets
, T0 f3 s' w- n2 F" G" ]7 k A, B, dAsset Mix / a% d: o7 `4 G& n
Asset allocation % s; z+ |2 r# B$ ^! I- B
Asset allocation fund
j: W2 k7 |; ]! FAsset classes 8 G9 {7 L2 T# p( s5 z& }
Assisted Capital
9 L, W! r# v/ a( g! q | R) J$ lAutomatic Conversion
1 r5 w1 N! F9 A3 iAutomatic reinvestment
) A, z1 P! \, g; ~) ZAverage Annual Compound Rate of Return
7 }' |" X, x7 ^Average Cost per Unit/Share
" ?- L% c6 F/ E( dAverage maturity! l- \2 V2 c; x7 l4 o
Back-end load
5 r+ ~2 _" x, c; v: @& l/ e8 Z* BBalanced fund 9 @3 H$ H- V2 g6 A; o" z
Balance sheet
9 j- U: `0 Q: v0 M& e5 xBank rate1 k' u. E% v8 ~) v) Q) x
Basis Point
. [0 _ V7 l8 Q" QBear market4 e. w+ _% G" \* L9 B2 \
Beneficiary
8 {: L, n7 O NBeta4 D. C+ @! t3 l( v# {; p- k5 T
Blue Chip 0 W9 S0 v2 W6 v
Bond h* M/ Z" {# o! R
Bond fund ; w. ?, j2 ]. {: g
Book value
X1 n0 P6 E' p3 B9 o" QBottom-up investing
) Q/ ^( f5 J; H: _+ Z) x3 EBroker( j/ R& d+ A6 r8 L7 P$ D
Bull market
& V+ ~- V4 z6 |! [# I) wCapital
& [. J8 v, j2 G% y! dCapital Gains ]4 k) S& i9 ^) m0 _# g3 n# Z
Capital loss
* b. I2 r% D; ]7 S1 M) hClosed-end fund , O A- N ]/ D& _$ q8 B
Compounding 6 q7 V3 ~ U* b: [1 [. z" |) T
Currency Risk & m1 |2 c' ^; A J
Current yield
) n+ `9 o9 L( ], O" [. z/ t. BCustodian
; z0 i6 z8 O. C+ J: dDebenture/ ?4 i8 Z5 i" E
Debt
~+ Q0 y- |) o9 a% Q- D! ]Deferral/ U9 k5 C i+ u; h/ U! W
Defined benefit pension plan( {2 `2 B; `' T: b8 U, }
Defined contribution pension plan
# d0 n. H8 X W# c! G) Z6 ^2 S! lDiscount
7 E3 q1 D, F8 a& X! x' }% K9 ODiscounted Pricing for Large Accounts
8 C2 t$ q! l+ }/ R! C2 _# eDistribution History
) ~: v/ r* u3 X% \. o# R3 qDistributions" r) {, {1 ?" z) V
Diversification
+ X/ m) E7 m1 r5 K+ uDividend4 w* p/ M/ V" I; a
Dividend fund6 P6 U- O" o6 r {. M0 I
Dividend tax credit- c+ s; u# h! [- j# A$ ?% i3 @
Dollar-cost averaging% A' x- v( d$ W
Dow Jones Industrial Average (DJIA)
! A3 v# N1 V9 O6 {9 Y- IDownside Volatility+ ]9 l1 d7 {+ ]* v
DPSP (Deferred Profit Sharing Plan)# k* G' s$ m$ `) P$ L; l
Earnings estimates- }% _1 B6 `, M
Earnings Per Share. D2 S) ~7 i4 x f" G: a
Earnings statement( z% c; o& ]5 N. T: ?. h7 j- l
Educational Assistance Payment (EAP)
8 z) K6 C& a9 G2 ^6 EEducation Savings Plan
t, i- g( k! PEmerging Markets
: j) ^8 }) m/ O/ z" GEquities (Stocks) $ M5 B7 }" B' v7 Z
Equity fund) B5 H. C$ O! m- {4 r# a
Fair market value7 o' e4 B1 ^+ U. }6 K$ S' Y
Family RESP
7 Y( k0 ~, k0 o% O$ e9 [2 y" uFixed-Income Securities
) e/ v/ p. \8 zFront-end load
. z7 C3 w4 T3 z# b( o8 G8 C, R- CFundamental analysis1 h v; H6 ~: L4 d* @
Fund Number7 s" f: `. Z7 ~+ u
Futures' ~8 z6 D" [" a7 `
GARP1 n4 h. H! y5 a! @3 p* v4 M
Grant Contribution Room7 m: X. P' x& ]" x
Group RESP
5 B: Z$ n/ b' ^0 q2 z9 F& @Growth funds
0 L2 S Z. F' D7 l* e. j4 dHedge+ K& U/ x+ x. J/ D
HRDC2 R! ]9 k( p3 u6 O. x) N5 h
Hurdle Rate
$ v, P f- S: e( J& x+ S7 JIncome Distribution Q( ?- ?4 t/ W; F7 K7 n8 ~- h$ i
Income funds $ b3 Q2 U* t% Z: M$ P
Index+ g& H* P3 h Y
Index fund
& _7 ?3 O# F. ?/ z& E# KInflation ( |' Q. }, X2 m) Q$ }
Information Ratio : q' h6 L! q% A2 i1 s$ f6 B
Interest ! b6 i# q7 y9 ~! D1 B I' E% E
International fund
; m: z7 r+ Q1 T0 SInvestment advisor
& B4 m- W/ G4 T* W& z. `$ s) |Investment Funds Institute of Canada (IFIC)
: C5 M c N0 \Leveraging
' ]5 V3 g+ @! U$ R ^Liquid 7 h6 k% Y2 l% J5 u% ~4 J& U
Load : K: q: ]" @+ r, y# `! z
Long Term Bond
& Q. Q8 G. V& ^- g& ~9 @3 g, h7 TLow Load (LL) sales option
: x' i2 N3 L2 f" E% N6 uManagement expense ratio7 [. y2 _: R4 f3 z" p8 a# D8 G- ?7 L
Management Fee' E& h( N& g: N" R+ `
Market Value of a Mutual Fund
, x6 z0 @) V2 j0 N- Z w8 F) k8 z UMaturity; ^0 j3 W, D0 r- u0 |
Mid-cap
B/ A9 {8 Q7 K2 K5 k4 yMoney market fund* E/ Z/ X) p8 K" L: R6 g
Money Market Instruments
* o! R9 W" m4 i3 X5 c* H" gMoving Averages
8 ? j% r' C/ }) q/ Z- \6 sMutual Fund6 r; G1 N9 I( F
NASDAQ0 p$ \$ Q: _& ~; j* M4 g
NAVPU
, ~2 ^% H+ j# l5 j" J6 F0 sNet Asset Value
0 ~, ~# f. Q! [% XNo Load
2 p" ^& ~/ d. g3 [* {% y& ZOpen-end fund
0 b! }3 M4 P# S3 u- EOptions
9 B/ v7 L, ~6 x, o% v9 o. E" pPension plan
# T8 z+ \+ s0 n; bPension adjustment
, Q ^4 j8 r3 oPortfolio, c( `- N' F+ y. g2 F: H
PortfolioPro
/ h' _5 l: g* r hPost Secondary Education Payment! T* Z9 l3 [( [. q+ O$ X0 c
Promoter
; F) Q! ~+ t8 X0 iPremium
4 {2 [, C0 _, z. JPrice-Earnings Ratio3 d& f0 Y$ k3 |+ j+ V4 Q& @# N/ \! f! z
Principal
% A& C, Y8 t. W6 r- IProspectus( \7 {) T1 [* S7 {# T+ G
Quartile Ranking
; S" }( h" Q2 \Registered Education Savings Plan (RESP)
( m% v% l7 w/ c: @ c$ C) j- [, A PRRIF (Registered Retirement Income Fund) 5 }5 F9 n4 d% n5 |
RRSP (Registered Retirement Savings Plan)
' t+ |. R: s4 s: P/ @) DRecession
& }; W: Y7 V$ c# K& b9 @: j5 [9 oRelative Volatility* c, _+ c/ L! X% }6 i
Return2 U2 W! e7 A6 v. C# z3 V3 P8 g% ]
Risk 1 \. R8 Y( t! ?8 B0 f; g4 ` s
Russell 2000 Index 5 U: M& Q) b) f% F
R-squared
. J3 v& Q4 R: `% z9 dSales charge
9 g$ u: d' h& R! Y' a2 ]Sector Fund
! _" m" m% K: B9 M" a% ~9 MSecurities
. ^. _! E$ m. m- H6 t+ A5 j x; A+ TSecurities Act7 |# y4 H. R9 r3 `+ N/ }
Sharpe Ratio
, b$ o/ t) _' S% y+ MSimplified prospectus
& w6 V0 R4 g1 ~2 `- Z+ B+ {Sortino Ratio
5 W" I4 y5 X7 D X3 w1 ESpecialty fund" j+ q# z m8 @
Standard and Poors 500 (S&P 500)3 n9 O# D0 }7 ?
Standard Deviation
; [# C$ A7 |! N* l/ z, t6 ASubscriber
6 B) q. P, w& I/ v+ Y4 ]Tax credit
/ S# Y! w. c! A$ h: ~Tax deduction
! d# ~+ b7 \* J- L& u; \Top Holdings" a" {$ A& j9 x+ F# J
Top-down investing' `4 l# H* G3 T% z; z
Transfer Fee: C5 l3 Z! G: n, P7 X/ l9 n
Treasury bills (T-bills)
' x: f A3 Y2 ^4 M9 P' Z1 aTrust f6 O! C9 H9 t: I# s
Trustee
$ b2 z! K6 X( {& Q! T& |1 Z. kTurnover ratio
; ~$ o' z' j" x, OUnassisted Capital
( e9 I( [) v5 R' [9 wUnderwriter) U8 o6 \9 n* F2 ^ n* c
Unit trust9 s. [/ w2 \* _5 b ~, {
Value funds
1 [8 L+ Z1 [+ K# BVesting
4 G5 i0 w- i: K" nVolatility& j5 Y* ^; Y$ b2 P. R! |: a
Volume # P; h z5 ]- L) R% V2 ], t
Warrant/ e4 l' a! V+ b% Y
Yield
2 q2 B/ ~8 p& E& W' zYield curve3 {. C. N9 q7 B& J3 G
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
