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Account Type! c- j* u4 v2 Z& x8 `) i5 v
Accrued interest
1 l9 n& ]: A1 DAccumulation & \3 x& _) H9 e2 Q/ W; I4 f1 S# d
Accumulation plan: L& ^- i+ c7 f# H! K3 Q! c) a
Active management
& C) |" @- ^$ I0 iAggressive growth fund 1 ^5 D+ G% A" R$ R8 J
Alpha, e: V/ @0 B5 u
Amount recognized
5 l4 U3 N R: [4 s/ DAnalyst 2 K+ j9 p. \: }4 p( v% h
Annual effective yield ) L- G7 a3 k& }+ I C( j
Annual Maximum Payment Amount
$ E0 _* R0 ~( G4 V# w8 ^" WAnnual Minimum Payment Amount
( Y1 r6 A) O9 Y0 pAnnual report
3 {8 ^$ X" \( h! ^. uAnnual Return
) F& o. |" B- C! V/ w8 s( EAnnualize " k! h3 _- \2 b& ?1 a8 d5 T. ~
Annuitant # O k5 z: V& l3 _: h7 o
Annuity ; ~3 g. F( n0 F+ I; `) H
Appreciation2 Z9 P# Y. y7 A" E
Assets
3 R: t" a4 R8 ^/ D) D# k; DAsset Mix 8 c% e; ~' Y( p7 y- o0 e
Asset allocation 8 F2 c5 T& i3 A4 ~
Asset allocation fund " X {; e- W' P! u4 s6 b, S7 G
Asset classes
+ g7 M5 d3 ]1 i2 k C3 OAssisted Capital
& @! Y6 g2 X% j. Z! Y9 l2 ^Automatic Conversion : h. G3 o/ v r7 ` Y0 B
Automatic reinvestment+ z5 j# X m& M, f, t! A" |. q
Average Annual Compound Rate of Return I" |8 Y, v( p0 R+ z9 y# h9 [
Average Cost per Unit/Share: H6 N. H5 V) Z& {
Average maturity4 \, C5 {+ |/ K+ d
Back-end load
+ b5 u2 ]2 A. _Balanced fund 3 q5 ~* C3 A0 l0 l4 h. A I r
Balance sheet ; h, r' C) N& y b3 z
Bank rate) Z. |4 }" U+ l9 Z$ |& M% D
Basis Point
7 \+ b9 D1 h) T6 hBear market
! e% d* B; P( H! R' rBeneficiary + b6 L. x% n/ r
Beta/ F7 o1 }1 t9 {
Blue Chip 7 n. w( i1 B$ l+ T
Bond 9 x8 m: c k! [2 w; M
Bond fund $ q+ v, k) O3 r! ]
Book value
6 F& ?3 N% L+ L0 U5 B' FBottom-up investing
+ n: W1 S7 p! nBroker
" o+ Y8 f# [3 \4 ?Bull market
9 k! Q; ^# ~6 g4 W, FCapital
; {5 _. @: |- b! f$ r5 lCapital Gains
2 M2 ~# u9 Y( }6 u8 _$ ]Capital loss " A/ T) }0 K0 t b' D
Closed-end fund
& }) V+ w# d# y4 ?0 a( DCompounding 7 g4 C( v% S( B0 K2 X U
Currency Risk
- J& ^2 p! ]6 O0 T3 o8 qCurrent yield 9 T4 K! ` r: q6 _* U8 t1 D( b, v! D2 z
Custodian $ {" e5 o3 ^- }7 @0 B
Debenture
" r& ?! q" |$ F4 D7 t# ], CDebt
: |& s6 t) g; ~/ ADeferral& P/ r1 K$ L& h$ }. V! N
Defined benefit pension plan
( \: \' \# K- \/ I/ B7 DDefined contribution pension plan# q7 z8 b; ]" a: m {
Discount- M0 P% E2 ?! o& g# |2 I
Discounted Pricing for Large Accounts
% W4 T) u7 G4 Z- f* Z4 @4 j5 f& xDistribution History
! B5 I5 o, Q9 f8 s- @- k$ h( B1 yDistributions8 M/ L# w+ h8 h; j7 V
Diversification
+ P8 n* Y" E, ]; fDividend( G. H, i2 P" w4 Q0 p
Dividend fund
* b7 o6 K0 B4 j" SDividend tax credit0 b3 U8 S i% |, p0 r" `
Dollar-cost averaging
. I# H, \. l' Q0 e JDow Jones Industrial Average (DJIA)
/ f+ G7 a3 l$ z o& [, rDownside Volatility
" f) G" L: @+ T) ]" e ]& yDPSP (Deferred Profit Sharing Plan)7 m/ y3 m) y6 @% ~
Earnings estimates/ j! S; \/ x0 p# T2 g+ I- V
Earnings Per Share/ X S) a. o; f1 a, o7 j
Earnings statement4 A+ I4 `4 O* D. S
Educational Assistance Payment (EAP)
9 y9 l% b$ s* O, S; ^% fEducation Savings Plan
6 k5 C* o8 m- FEmerging Markets4 x X8 ?; u. [5 M+ V' `
Equities (Stocks)
6 O; U7 [/ u2 y7 ]) {9 v7 b; YEquity fund* W, O0 f% A9 Y& n& X! ~5 G1 @5 M; k
Fair market value
' \5 P# U4 [. V0 HFamily RESP
4 W' E3 C# ?- |$ a3 @4 BFixed-Income Securities
8 c( K* K: z* u! sFront-end load. @) ^2 P, G0 J9 L, p$ P: n
Fundamental analysis. e. ^; e2 r" t6 ]
Fund Number
& y: z7 m- r( s- ]/ d9 F, d# eFutures
. O3 A% l7 }+ k y6 k$ | aGARP
; b# |; x, u! M" W8 G! P( EGrant Contribution Room
% m6 ^# ?( Z$ ?( R' Z1 R$ cGroup RESP
$ f8 E! a7 W2 u( b$ O' EGrowth funds 3 t- z' I5 g2 L) E) `% y% N. L/ i; b
Hedge3 O1 @4 j1 u Q- ^1 z, A; o
HRDC
( ~4 \4 \4 ]4 p; {! s6 I, OHurdle Rate: {/ T c* g6 X W
Income Distribution; B6 H3 I) A7 F! h4 m* H
Income funds
9 ^) T+ _6 J0 g) h- N& dIndex
8 o W7 B0 [& l$ Y f3 ]. ~Index fund/ X9 F* F. o- u% N/ R I
Inflation 0 O) }4 _/ f# P; }: l; _. @
Information Ratio
) ?7 ?) ?* c! Z9 QInterest
" I5 m% q0 O5 m* P; j- ~) b# ^8 f' |International fund
6 {2 }% n4 o( n W, c; bInvestment advisor4 P: n2 o1 K( Y+ R$ \
Investment Funds Institute of Canada (IFIC)
1 i, w+ ]& `4 sLeveraging
9 g" j o' P6 eLiquid 6 d+ `0 H$ Z8 M, _. M4 \
Load & T7 q9 k) q, Z; Q$ K# `
Long Term Bond. D) \: m9 \* I8 ~9 ]2 X
Low Load (LL) sales option
' G' D& ?: ]6 o0 p. \! k+ J& SManagement expense ratio# P4 F5 u" e7 | L9 l
Management Fee
0 ` A9 C4 T4 i6 b: i) bMarket Value of a Mutual Fund
1 D) Y. Z" n) `6 q7 X; mMaturity6 ^. q( K# O8 k' ?+ P( P
Mid-cap7 T8 c2 O H/ l3 M( h
Money market fund
_4 K ?8 z# x3 `) `) V$ a- AMoney Market Instruments
}3 A( p2 W0 K& j0 ?3 @Moving Averages- [9 O- ?0 K5 `/ Q
Mutual Fund( y1 h: w! W0 C5 E. p# H. _0 c
NASDAQ
. s8 y+ K& I# a; `NAVPU+ \7 H% n9 ~- _- u, n) [. S8 p
Net Asset Value( @' C! _- Y1 `* N3 {& p5 p
No Load
! ~: V+ _! l: v5 m8 h1 i. C, x2 LOpen-end fund
: ?9 r# }: a9 H) l; [' @+ [Options9 H3 N$ X* N& x: o- D8 |+ x
Pension plan% T6 I9 B) f: u; z
Pension adjustment U0 V( K. X P, q; ^
Portfolio
! x+ d& G4 Q3 N0 GPortfolioPro
3 ]5 V" z/ o- P; BPost Secondary Education Payment) {# }5 L, U/ Z" X* h4 @
Promoter( C l4 c2 i4 ^) U3 _$ S4 g
Premium1 Z3 h5 b* P4 K8 a; N$ t: Z* x
Price-Earnings Ratio
) L) A, @/ m- V2 j) W0 l4 u& aPrincipal
) b' K, {, d8 r+ J- @1 yProspectus1 v: W( d% C( y. f* u
Quartile Ranking" ]3 P+ P" g* X4 t; ]7 i
Registered Education Savings Plan (RESP)3 k( J# h: L5 v4 |/ r9 S2 d
RRIF (Registered Retirement Income Fund) ( y2 L7 N( {, [& @
RRSP (Registered Retirement Savings Plan)
# P( S4 A# t- y$ q9 s0 U$ u8 M% iRecession
# l1 Z2 |# e% {3 {: [& eRelative Volatility; b! T8 {6 h' D- x1 Z
Return2 r. e$ h/ j' V% T
Risk
& o1 n8 ~* _( {9 T, [( QRussell 2000 Index + ?% ?& L' v8 L$ y& \
R-squared5 V- d9 y, P q0 m1 u% d8 j
Sales charge
9 n G3 ~- U2 c! s$ XSector Fund
, E2 s0 ?( {/ C b m9 XSecurities
( J6 @/ M2 {- ?! t# X N0 q/ J2 wSecurities Act6 V2 n0 {/ x/ A- y+ D5 x
Sharpe Ratio
o6 A1 o* C6 t# hSimplified prospectus- _8 F. m( \: u# Z
Sortino Ratio! t0 n1 T: ]) Q: r9 {5 B
Specialty fund. n; X2 Q2 c* ^4 i: y. y- o9 }7 i
Standard and Poors 500 (S&P 500)
9 Q' U: v( m/ U; i7 c1 M V4 x- iStandard Deviation
2 y5 C, i# H! i9 @3 ? @, Y8 QSubscriber
" z' ?( K( O8 ]! ZTax credit' H. ^0 B# |2 p f" Q5 x+ O
Tax deduction. h9 Q. k5 L5 q5 } P; [+ v' A
Top Holdings
: ~: b8 e8 N: S7 K& {0 f# h1 @" l+ eTop-down investing
8 i4 O& s4 m; ^" \+ ^& ^Transfer Fee$ I Y) N# }' L
Treasury bills (T-bills)
1 n' u e7 {0 A3 wTrust
" K, G0 f0 i0 M8 {$ q2 g+ L1 e5 r% n! wTrustee4 k# u& J0 Q) ^/ ~# F$ R2 s& |
Turnover ratio . ^% N. @8 r& W
Unassisted Capital2 ~* d1 z, K$ k' c: X0 F& D: h6 T
Underwriter0 [. o @5 K- |2 |. q" g; F
Unit trust
7 w7 H; u K4 L5 A, @5 N. lValue funds
2 ~1 d x! o- @/ z9 s1 G7 ^Vesting5 N) ?) s' ^$ |, B! F& w
Volatility4 C( Q6 }- u1 C+ ^9 e z j
Volume
" u4 V: C: Y8 d& JWarrant4 i5 y' a0 l4 W
Yield
# {2 q5 l* a CYield curve% @1 a/ r% Z& v: m
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
