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Account Type |) q" f$ @/ K8 [% w; f/ P. @
Accrued interest
0 `7 W+ X8 O9 q1 b$ B% PAccumulation
% k% K- v1 V7 m9 c; y& W: ZAccumulation plan$ `, C/ k; V( W/ v' h
Active management' d8 O% i% H* ^4 r
Aggressive growth fund / x/ P4 p1 f0 B* p7 s
Alpha
+ b+ s) k0 I+ e) i4 x. n0 b% `Amount recognized & B1 E* @ Z J2 }
Analyst & B, k L, m6 h# l' m' B
Annual effective yield
: N Y3 @' A/ d, d. L: G9 q! KAnnual Maximum Payment Amount$ R8 m2 {" I, [- ]
Annual Minimum Payment Amount + o; R; g0 ^8 O& s) U- ?( [
Annual report 0 ~/ Q7 X& r, m. s! u
Annual Return/ }5 I4 ^3 U7 V6 M5 O0 |. R
Annualize
9 n: t% q4 a# z. ^) |Annuitant
3 J# O" J. P5 I$ K7 w4 ]Annuity + l5 Y9 t# N- }) ?; Z6 a8 r
Appreciation
7 W6 s2 P# L% J2 L: Q1 s9 ~0 [Assets
% N) ~) T( w% ~% _Asset Mix
8 T- w/ X1 c8 U7 sAsset allocation ! ]! R1 g0 `+ y! z8 c. E, ]9 t& N
Asset allocation fund 0 T" D" Y+ S. J$ y& n1 E/ F
Asset classes
2 R F0 n8 n9 Y5 |7 _+ KAssisted Capital , m* K$ ~- _3 k+ `1 j% ] U
Automatic Conversion ( s+ S! o" M4 M+ M" T- I
Automatic reinvestment
* c' ^! R0 W. ~* eAverage Annual Compound Rate of Return
9 d5 z2 D+ n' h5 M* }. |/ XAverage Cost per Unit/Share
! I v" M6 G( u! P; ]Average maturity
7 a- u% X& D- @& R' G* ABack-end load
+ }. p5 k; b5 B, WBalanced fund
* v0 M" }+ w q1 {2 K/ p0 [Balance sheet
: W. x2 I8 H2 wBank rate
& C2 H7 t* n M' LBasis Point . g8 `, }) w; F6 _! w
Bear market
' |+ P, u- p9 }4 j6 N" X* rBeneficiary
* s0 `6 I9 g: l1 m& t/ MBeta# Q- o& Q& L' j$ e
Blue Chip 4 @+ o9 x3 v9 o
Bond
7 M s* i! x2 R4 _' G% ]Bond fund
$ R/ X% G f1 g3 HBook value ) {% B C: u* {# J1 K0 k
Bottom-up investing
" f, P9 Z2 Y5 \3 p; nBroker4 ~2 D' l* j! }1 P# _& l: w
Bull market; c1 P5 I% H9 |- r# S( n
Capital + t6 \5 E# L4 _# V
Capital Gains( k. Y7 r" J& l6 S0 ?; b$ r. X( [
Capital loss 2 E6 k- {" @& W6 b$ T2 |
Closed-end fund # g+ z- I R' J. e
Compounding
. [( ^: }) e4 D& NCurrency Risk
4 ^" u+ n; B F% r; vCurrent yield & T1 R& P, L* M" T6 w
Custodian 4 U1 W( A6 f/ U! h
Debenture* Q5 q* J2 F/ S. w+ ]# q
Debt
2 b- P# }- b; H6 _" eDeferral/ C3 T! D- k8 T
Defined benefit pension plan
% P6 O5 g# m& f+ m1 n% q* T9 ~0 nDefined contribution pension plan/ p+ {9 g6 j$ k1 }& ^
Discount
- q( i0 H% }/ M5 |7 l6 V( kDiscounted Pricing for Large Accounts
- B9 y5 h0 O9 G! v8 H' UDistribution History
' f7 ^- G" i7 c6 ~Distributions/ f$ K, [" I5 `. r* w% e# |
Diversification
# @1 ^2 M2 ~+ S" l" UDividend
" I, |2 S* F& V! R8 P, cDividend fund
! h& D: D& A1 p- [+ l ^% iDividend tax credit+ C: \# v% ~) ^$ m5 j+ T G" `
Dollar-cost averaging9 }. g4 l( D3 Z7 W4 M& G7 x
Dow Jones Industrial Average (DJIA)
, R, t: N" B4 IDownside Volatility
. Z- A. L' M+ J6 x: m# bDPSP (Deferred Profit Sharing Plan)
8 _" R' j7 e( c0 q& h9 B# zEarnings estimates; W5 u- v2 ^" f" h7 a
Earnings Per Share$ m; e. E" \) R G+ E! f. U/ v
Earnings statement
& t# m Y0 m6 REducational Assistance Payment (EAP)
' o$ G Y- K9 u: q2 M* a d" i! \3 IEducation Savings Plan& A! D C: `9 i) r" S+ V, t
Emerging Markets
% v5 \3 k2 e! K( dEquities (Stocks)
5 t2 ?# x; h' i$ V- E7 E; Q7 REquity fund
+ v G; H! X$ ]$ v# Q) m9 M, [/ NFair market value* L: I* C% _9 l3 }
Family RESP
4 O5 W4 [8 s6 m2 S5 C" uFixed-Income Securities1 n! Q# s, E# E# A/ H! Q/ B
Front-end load
" \( @- e4 v# S7 [) ?8 VFundamental analysis
4 W Z/ a2 N- ~% @: b* nFund Number
' X4 Y [! P4 A+ CFutures
+ u) V8 s% Q& L3 w. fGARP3 C$ y7 l% u6 F H- H
Grant Contribution Room
4 l* o8 i0 a2 ^% H; S" F. U" a) n1 e8 dGroup RESP" N' F4 U; t. i' o! c
Growth funds
5 R! g$ U( v2 P% `2 EHedge
7 ?+ r; r2 D2 h; J* v; k5 _HRDC
& m/ X, \. p+ F( y- u! THurdle Rate3 F& K$ F' S" I- q- ~* F; e" Q
Income Distribution' R0 G' h$ I1 A' k" J0 E
Income funds
* n3 A9 p* W5 w% U& t+ L( T& hIndex* l! l; b1 v# [
Index fund* o7 y: N0 `3 V' y2 [& U4 k
Inflation ' I! c1 d$ p* w" f& c2 x
Information Ratio # z9 s9 f! K G9 X3 b# ^0 v C+ g% O
Interest ' ^* k' t5 E& d2 R# k+ _
International fund1 v" t- B0 a3 s P. ^. L4 w
Investment advisor! Y, O0 M. R! U. U
Investment Funds Institute of Canada (IFIC) 6 o: h. j* v+ k3 m2 E B& ~8 C
Leveraging
# l3 Q. g- G) g1 B0 L% ^) vLiquid
5 G/ {1 ?! X/ Q- E0 S: ~Load 0 N& s& r/ @+ L0 {. O
Long Term Bond
6 ]" j: r# S8 OLow Load (LL) sales option
: r# S* b# ?8 U1 ^8 ^6 G. ?Management expense ratio
" C$ |3 d/ k- G3 c5 TManagement Fee/ b- U5 p, [' t( T# [+ P" T* V' l! N, R {/ x
Market Value of a Mutual Fund
$ f" {& v# {4 z9 U0 [) K; aMaturity
{4 Z1 c9 J( [- N+ N( d2 VMid-cap9 H6 i7 [5 j! V! q- N. t1 L* ~
Money market fund9 ]+ p* \& N# E% J
Money Market Instruments
- _% r5 K: t* U" o6 w% N* qMoving Averages
8 t/ {: [. s! g# z# g# CMutual Fund
5 M1 M$ k7 b1 y3 V% z& H0 W2 a' \6 j8 INASDAQ8 D" G! ]3 {& d
NAVPU" S1 T3 I) Y' q6 E _
Net Asset Value
. C R6 x* S* |* z8 jNo Load: d8 {1 i& ~0 v: `% ]
Open-end fund4 j& z9 p9 y2 W3 U3 r, A6 I) U7 r
Options* S( o f$ L: i2 Q3 m: I/ A8 [
Pension plan
' N% }+ N( [) o/ gPension adjustment" u5 X$ S% ?2 }) a
Portfolio
2 j' C$ _' q4 J3 p" {7 MPortfolioPro; A* l" s' g6 q! `, U! r( @; w; [
Post Secondary Education Payment
+ i; ]( Z$ {1 K6 JPromoter
6 n/ t1 r: ~/ v- R6 L, Z9 _! v( JPremium
: ~" v9 C |; o: s6 A& mPrice-Earnings Ratio, g/ X. {9 w1 o+ s) C/ {% K9 @
Principal
0 }& _6 E# u% D0 A; G- [Prospectus
! Q5 x x7 R1 W$ p6 s+ `Quartile Ranking8 U1 _! m7 x0 ]" M6 K
Registered Education Savings Plan (RESP)
0 q, R* Y5 q0 I+ ?; g8 @( B3 ZRRIF (Registered Retirement Income Fund)
6 T) ~3 E: n1 d! E# TRRSP (Registered Retirement Savings Plan)
1 i, y0 h3 y+ O) _' ?Recession
N; M$ A2 ~; V3 |& L6 ~9 ERelative Volatility
$ k3 W4 G$ F7 }8 t1 h9 B- bReturn
( a6 ^1 _, a! ]9 K! }" j* O& B/ nRisk
/ `6 _2 t1 D2 Y6 R. U$ j2 j( tRussell 2000 Index
% Z( G5 [: m& t9 ?0 eR-squared" I# P: K; }( U. K% c. d
Sales charge* N8 Q2 T; B/ w+ |% G% l5 i
Sector Fund
- b" o. N! H, K0 S. i/ jSecurities% n: q9 G4 }: V; D: |, V( X) Y
Securities Act
9 Z# t9 K! h @Sharpe Ratio
- O0 p+ p# V5 b& h% l& |3 u# ISimplified prospectus
/ F$ n( {" ^1 ZSortino Ratio
0 f, q/ {* q" f; |Specialty fund/ ]2 y" C' i8 _7 Q& B
Standard and Poors 500 (S&P 500)7 H- T7 x* f; b
Standard Deviation # t: R9 J3 n4 Q% F; @
Subscriber% n, d- S- k3 l; [3 n
Tax credit* a3 u' k2 ]8 ?
Tax deduction
8 w. Y, k$ ]2 W8 J; m) f8 LTop Holdings
: [( c6 t/ K! ]$ I0 b, wTop-down investing# o% B @: ]5 w
Transfer Fee5 j$ d! {2 Q8 n. y! X
Treasury bills (T-bills)
+ a. p. K6 `7 C F8 U$ {+ D; kTrust . } @( M, p, y( K
Trustee
0 [. K7 I, w$ K) |1 U O* e. ?Turnover ratio
5 l) | D- s- }. b1 H, lUnassisted Capital
1 l" p2 v& c4 x8 yUnderwriter
' e/ o, Z2 h6 Y0 y- SUnit trust
3 d2 @& T& l4 N3 W( F( B" p) o. AValue funds 7 D m# X4 O) D* s
Vesting O# D/ o! J) q/ q9 m8 Q# ~$ L
Volatility! B5 a- \% S _$ @2 D: [! E
Volume
. x0 v7 R* `. Q1 ]" l1 o, [3 j1 oWarrant, n, f, | q6 J$ d# K4 g' K
Yield
. n. q E! s% z+ n( d e' NYield curve
5 F, d1 F8 t7 g9 U7 q3 Z1 O( w* nYield 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
