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Account Type
7 ^6 j+ G& S0 m7 eAccrued interest
4 U1 G$ f6 e. X4 r7 ^" G0 K7 S% KAccumulation
9 f: ], E2 c2 Q) n/ h4 S" {Accumulation plan7 J, r9 U% H1 c9 k
Active management0 X; c% m! Q! p$ V9 M' ]
Aggressive growth fund
. G- b; v' I& Q7 q' B7 c7 V4 CAlpha7 B" V/ s. e. G# K6 m/ h& ~
Amount recognized
1 F4 l3 b; p2 v& \7 OAnalyst
; e* S u) d, V) kAnnual effective yield
, ~" Y1 @# W' c1 U, s+ D) WAnnual Maximum Payment Amount7 [ F5 h6 v% H7 ~
Annual Minimum Payment Amount ) L. { ]7 f c( `
Annual report " K/ {9 W ?$ Y4 B' s
Annual Return
" [& ^5 W. K% A, U8 ^9 P/ VAnnualize
6 s2 B( [# Q: x; e# c, {Annuitant ! {2 S3 j8 ^ {# O( F; A# V: v) G8 _
Annuity 8 g! f( ~; }9 h( d/ P
Appreciation7 f% E. x& u, a2 \' @
Assets
3 a' i9 J# i* I. t* N& }Asset Mix , T! l# m! l. D# }4 ~& a X% ~! H
Asset allocation ) c4 W5 y; I5 N g
Asset allocation fund
( \. g8 I a% a2 b# w2 KAsset classes ' U5 g, r1 n S! D5 \4 L2 z. u
Assisted Capital
- V) ~( @/ F/ _( s5 uAutomatic Conversion 1 E8 L9 Q* R8 j( q* @0 Z
Automatic reinvestment
. a7 s1 M8 n* L7 q9 G; aAverage Annual Compound Rate of Return
- K( p/ a. [9 t/ |8 G r0 BAverage Cost per Unit/Share6 n! A# M3 y* a B2 U0 n2 `6 J) M
Average maturity
0 j& F3 q0 ?5 D- p; p1 @+ Y, K! RBack-end load
: x* M! a9 m. V. lBalanced fund 8 ]) E& L+ A p1 L2 ^+ p
Balance sheet
0 y7 \: G5 V& [! m" r7 S- \9 S7 UBank rate+ {7 p- Z9 a+ m3 w4 y, J
Basis Point ) g! d* ?5 u% Y' V+ l+ d
Bear market2 B3 @- t h0 l& V
Beneficiary
+ b* a, B( s% D, X+ PBeta' s; A2 ]. x( ]) i4 V& [7 R2 P
Blue Chip , ]% ` w3 a* i2 e' u5 I4 |# R
Bond
( _4 Z6 @0 V" i. Q* u5 b+ [Bond fund
8 \" m4 _/ q: tBook value
7 o# }. G \: l% C' [4 ZBottom-up investing - p# P! b1 H+ H; T
Broker$ b4 f# V6 |7 C$ Y
Bull market- o0 f# J7 N v$ r( o
Capital
( ]# u6 d) l5 a' fCapital Gains3 P9 O4 R K# |# [8 d
Capital loss 6 b8 H- ]) ]* I
Closed-end fund
" k3 p" \+ F f, V0 }# S) M ^Compounding
# z+ ] v: h3 ~) O. `- t% j6 ?2 cCurrency Risk ) z; C0 }! U1 b" x4 X1 H9 c
Current yield ( |1 l; ?' j" Y1 C; E5 E
Custodian
* L: P i4 U7 E) @0 N; [. g: lDebenture
" z6 o. M8 \4 U" ?Debt3 ]/ H% O( M! o% j' M
Deferral7 n7 ?% X9 m5 M
Defined benefit pension plan
5 S( P2 Z) a9 R- JDefined contribution pension plan
! o, t1 `+ e& c: v2 H( K# SDiscount9 ~5 @* N" x* w O
Discounted Pricing for Large Accounts
6 z( c% q3 R8 z9 {Distribution History/ H: l, R, _7 c. ~ @, n6 |
Distributions3 G2 I$ A+ q% R* H
Diversification
$ ?5 C4 h' L; X: Q- WDividend0 t: b- \' W1 v2 q0 X
Dividend fund% t& q& r8 W; H" A5 y9 K$ Z
Dividend tax credit1 l# [ N/ E! H5 f$ ?+ y
Dollar-cost averaging
) e, e) m7 j. n4 j$ PDow Jones Industrial Average (DJIA)* B$ ?) E! O% B7 A8 [3 F0 [
Downside Volatility
( l* g0 p u8 G3 J: J( T! O, i' \DPSP (Deferred Profit Sharing Plan)% w6 _6 A& {" [* O5 s) V; e
Earnings estimates W7 Y9 Q \( n3 g
Earnings Per Share. m. O6 T( h* }$ ?# N/ Q- R4 r& p( a. {
Earnings statement- N$ h' ]& f* R9 D+ l5 J# a/ y
Educational Assistance Payment (EAP)7 S4 y9 A* m9 m. u3 }1 ]5 R
Education Savings Plan6 L3 Q u& G2 e) U2 J1 w
Emerging Markets6 e# _( Q4 R. _
Equities (Stocks) 9 c! z; K* h! T7 _
Equity fund3 Q+ Z7 y. e/ `4 V3 X/ ]+ _
Fair market value
) `/ n3 ]! Q# B! Y8 \" kFamily RESP8 o4 X5 ^2 i7 [7 T& T
Fixed-Income Securities$ p7 {) @# a& O( |
Front-end load* a. F2 P) `. w5 e a
Fundamental analysis9 M) f% q; l ^$ ?6 ~
Fund Number
2 _& t6 [, L7 B% z6 {% sFutures
; }4 J# O b* n( C7 W* H* I8 VGARP
# O. c1 M% d( K$ JGrant Contribution Room5 U4 z' G8 s% x4 i
Group RESP
/ g( [1 y. k. ?2 {* ?Growth funds # {8 m0 J! M. D& `4 U" ~/ c4 }+ Y
Hedge
/ J$ m/ R8 d6 x8 [9 aHRDC
$ @ D+ u# K! n. GHurdle Rate
' @! N& R+ S7 e/ M4 X* S3 ?Income Distribution
$ J- X( l9 E4 m# g6 gIncome funds 5 S) }! {7 X7 ?; {* b) i* r/ V
Index6 N+ o8 E7 G+ K$ ?
Index fund
$ q G- ?: B s1 P- F& |Inflation , D* ^ a# }" B* F0 f
Information Ratio 3 l2 O. G6 L- J
Interest 5 n. x( R! O: x9 B
International fund. k( N e9 x' M) }2 v+ b% }5 Y/ k
Investment advisor5 D; G* U U0 ~: l
Investment Funds Institute of Canada (IFIC)
" l* D2 y/ l, K4 c eLeveraging4 {3 @8 i! u3 H) R$ H
Liquid
4 ]$ T8 a4 a& q, e5 `" K3 NLoad
7 Z" {% c4 Q8 iLong Term Bond
- P7 B2 o+ i) j! J3 NLow Load (LL) sales option
! d5 [& R( n" o* EManagement expense ratio
7 z* [- N) V( _" L, _1 q% c- i; l8 A7 n6 AManagement Fee7 x3 Z4 c4 c& U4 J! t
Market Value of a Mutual Fund
/ G" @6 V+ @: |# w" [) \& m/ V+ SMaturity
4 {9 E$ o/ {. u& p; SMid-cap
7 `0 d+ d. ^! m; @1 N% cMoney market fund
, @4 V# F5 B. hMoney Market Instruments
' Q) S1 p9 z; c RMoving Averages
& B3 m4 f5 z5 C% R- f1 H4 J( aMutual Fund' R, J7 F, V, @# X; A- a( e
NASDAQ( [& _/ J8 P: v( w' N
NAVPU3 i- L; G$ ?! W) e
Net Asset Value
' r, p0 d3 z; lNo Load4 X ^& @; I9 A3 P
Open-end fund
- C" C5 [# B5 r* {+ qOptions$ @4 b$ v# x8 K/ b
Pension plan
3 o' X8 |5 ]; Z$ [( y1 V0 u1 gPension adjustment" f; d/ ]5 O$ [ Z: L W3 f
Portfolio; g$ |$ P4 u# x' W* r3 h9 q& ]- [
PortfolioPro
. I7 W' q. U5 aPost Secondary Education Payment
9 w8 j+ ^. A$ {# u$ O. u4 xPromoter4 C! K+ i z7 y/ E$ d: G
Premium3 s/ C0 O) Q4 J6 a- ]9 g
Price-Earnings Ratio+ X+ j5 w) D4 d7 q5 i; Q3 m$ S
Principal! j- x4 D4 y' y1 K8 x1 E
Prospectus4 ?+ e" l( S5 u) F
Quartile Ranking
& }1 ~8 u5 Z. _& ~Registered Education Savings Plan (RESP): I& L E2 T& L' R! Q/ k- O8 t# Q
RRIF (Registered Retirement Income Fund)
3 y6 L' N: h6 \ t6 y" QRRSP (Registered Retirement Savings Plan)
1 Z8 u: E/ J2 |5 Q$ DRecession
1 W# ?2 o1 k: R& ?Relative Volatility ~+ Y9 r* g. V' A# W& L& `) N
Return
7 b- }# ~5 o2 P% jRisk 8 X1 F0 r4 y- K+ l
Russell 2000 Index $ {2 F7 o9 _$ @9 N; `; }- x
R-squared
3 Z. l0 y/ X( O! e2 H! Z5 U8 T9 X) _Sales charge' L. A- N! U* d b N
Sector Fund + T3 n. \& o* m; _0 d8 n8 N/ S( ~
Securities/ {. d4 e2 K8 \' G5 ` S
Securities Act% D$ [, k, l6 t4 g) ~; q
Sharpe Ratio' o/ @/ ~$ }8 V* H5 N
Simplified prospectus
0 [& `/ w! H1 ]0 ]Sortino Ratio
5 }( e W; f hSpecialty fund
: p' G7 N0 g( Z- S$ x1 NStandard and Poors 500 (S&P 500)3 E6 \' P7 W9 Z% Q6 V _# r
Standard Deviation
) n, E* T( L! ?' O. n9 DSubscriber
# ?/ {2 Q; w% ?% [5 V: [% ETax credit
& }( O s6 k* b1 J: oTax deduction3 e& M) q# C2 a7 [/ B' t$ x3 ]
Top Holdings E& U: B6 K- h2 E) S' c4 y5 h" m
Top-down investing
' D7 z; ^, s7 O& wTransfer Fee
3 h/ d9 d3 ~; \) eTreasury bills (T-bills)
; ]: ^! ^% J b: V% gTrust ' D+ L7 U& i/ y7 f% Q) M8 _
Trustee: _9 o+ `: c. B4 u) W0 {6 u5 M
Turnover ratio 8 g5 S( H: e( z) l( |
Unassisted Capital
- U) h% G. m5 F, sUnderwriter! q5 y1 {, |# b( ~ a
Unit trust
5 m* ]8 i7 _" R8 j3 N p3 I- PValue funds & k+ Z: U1 b U% G
Vesting6 \- Z3 u) L/ R
Volatility
) c2 C& j) [% |! ]0 _# RVolume
. w6 f4 ]% x: U8 A; IWarrant% d" @6 b# C$ ^6 b6 `- B) |+ P& b4 U
Yield- o0 u* i) J% M: d9 I
Yield curve
) c7 [: s1 x9 g0 E( a) i# QYield 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
