 鲜花( 0)  鸡蛋( 0)
|
Account Type, L1 _: @, ]; p' I/ w1 Q
Accrued interest+ @8 ]- N6 q; G% ~7 c6 P. ~
Accumulation
7 ]- C& ` C6 z4 }Accumulation plan* S7 W: N" d. [; M' ]& Q
Active management
, k' C( \. f: h2 N$ ^2 eAggressive growth fund
% }: M/ V- a) G+ Q0 nAlpha
4 F# W/ N2 I `. O) e$ rAmount recognized
a6 `( m2 v( W( e, k# z) ]Analyst 3 t" u+ ^& R) a& C4 U/ d
Annual effective yield ; j; b( f, }3 G! L
Annual Maximum Payment Amount: E2 t8 j6 z" O1 q( v, b- _! t5 V
Annual Minimum Payment Amount
9 u- w2 n! M+ u' o& m0 lAnnual report ! w* t: k: n8 a* J W# S' \
Annual Return
8 e! i0 b% s( P0 pAnnualize $ H, B: m" J8 M) v' h
Annuitant $ g: \" x; S. R' N" ^" m* @) s R8 G) U
Annuity
4 c# p0 H2 W6 VAppreciation
1 S. b# I! j6 p4 gAssets * s' q) e( W4 X; l
Asset Mix
8 g+ A+ }+ y' p2 yAsset allocation
7 ^& a: I8 j& Y6 o" H. U$ {; HAsset allocation fund ! r: _- B. D# e2 [, _' k) q! u, R
Asset classes ; X+ a3 `: r% q4 a3 {
Assisted Capital # u+ q! k" `# k
Automatic Conversion ( a3 p* v4 A7 ?
Automatic reinvestment
3 u* X" c; a# M1 D, N6 mAverage Annual Compound Rate of Return + t& [) C! T* @- j, b
Average Cost per Unit/Share! d1 q& w$ f- \ R3 Y
Average maturity
" O' l# e+ v4 I" ^7 sBack-end load 3 `: F6 n1 r5 Q: B. ]# P
Balanced fund
3 C: K, j/ d! l# h! }' n- YBalance sheet + J3 ]8 C7 A! u3 I% H% `
Bank rate
9 t) z( Q2 N& D6 U* x8 D# ^4 uBasis Point 2 S5 L$ m4 `$ C# V
Bear market
9 f; S/ L; c0 ~* PBeneficiary 1 v/ M3 s5 r1 W* m$ f
Beta
& h; K, p& \, s1 SBlue Chip # _- v9 y; B/ s
Bond
& G" c3 |5 ?: Y m) j9 WBond fund 5 Q/ ^& ?* F( e- D
Book value
- S8 {: S8 n; V3 GBottom-up investing + b, W! B% ^5 l( {1 o+ R# e8 {' a) j
Broker5 T+ g3 g' i% m2 P6 r0 k
Bull market
+ X. M- h9 ] v- ]; v+ ~$ jCapital
0 F4 @6 M$ |% s$ q) ^0 ^Capital Gains
8 ~# x) s$ q* \3 t& |Capital loss * W3 q- c4 p6 u4 }
Closed-end fund
/ l0 `7 ~; D7 [4 s* rCompounding
, M/ u* j1 z9 `Currency Risk * }$ ]* f% k- N, C+ c
Current yield ( G' ^9 Z3 P6 Z+ y) `& n, e
Custodian - C: w& @- r- ~7 X$ {
Debenture
& Q! n* i7 g* e1 b7 U: I/ U( _Debt
% J7 t! Y4 `9 v7 ^' d: ADeferral
, x* V5 T. i* L& r) S1 { \Defined benefit pension plan
3 v7 o5 `' u' j5 c3 a: D& u/ V& F) E. oDefined contribution pension plan c: h- z+ b& b& m
Discount
# X) P) K0 u( eDiscounted Pricing for Large Accounts0 }& }! D8 M1 O3 l. l+ l6 v0 h
Distribution History
8 s) l& ]& C8 s# ~& EDistributions
( x2 D- r2 | D6 ?" H) cDiversification: {0 x- e( C/ J2 z1 u3 M8 L( n
Dividend8 v1 O& N$ i7 @# H, T- V; i
Dividend fund
t, V5 z; h$ tDividend tax credit
- ^4 u3 g. U+ G; MDollar-cost averaging
' a; A( o, \; J% ?! p$ }# W: rDow Jones Industrial Average (DJIA)) M+ Q g" B/ f$ Y/ I
Downside Volatility* v4 m* q4 [- K9 j4 X
DPSP (Deferred Profit Sharing Plan)! b" n6 g5 P. d: M6 z' i/ f
Earnings estimates
1 I8 }$ y; z% a" H* s( pEarnings Per Share
9 R: S" y b& p E: f2 IEarnings statement! l3 [+ \, r: }+ h' L3 H! V1 w
Educational Assistance Payment (EAP)4 n8 q0 O4 [+ X0 A/ ~7 X
Education Savings Plan
* D0 T. d. {3 r8 DEmerging Markets
' H- s8 _ g4 W; oEquities (Stocks)
' l6 R- w: @& m& v% vEquity fund# Z) \# E' o% c' c
Fair market value
7 L: \& }! Z* {2 R& {& Y2 y+ vFamily RESP
# j- N4 U6 R$ A& u& `3 oFixed-Income Securities' `* i2 ]- h2 E/ f5 J* [* O
Front-end load" {% T) l4 c* O- G8 U3 ~
Fundamental analysis
! F) z2 M8 x7 _2 \Fund Number& r1 Q5 U& B4 R! E4 K
Futures
- g8 s3 I9 M8 XGARP
$ V2 U5 v# \) B- w3 o$ q |Grant Contribution Room, E" ~0 M8 l7 Y( v, t& I% }: i; p
Group RESP
( l ?+ Y# a2 [% f4 T tGrowth funds
# S; v) U$ z* ~0 C8 @( XHedge
$ N% e6 S$ b" i, O( j: m% k4 KHRDC' x$ z* J4 H) r- ^
Hurdle Rate: x4 Z. d. p+ {5 R. W- u3 ]
Income Distribution
9 j' x. K# T' _% ]/ @Income funds : _, ]8 Q3 ]& [/ C
Index
+ N+ o8 Z5 ]- r* tIndex fund
" @2 Y' U, f' S; zInflation
6 Q; P1 G$ \( C8 J3 @# VInformation Ratio
: P8 x- e4 Y! C; ZInterest
! N1 z9 g0 k3 { C+ ~2 ^International fund
7 k o$ c2 T S" t: H" pInvestment advisor
. t. Z, s7 d2 X) A; VInvestment Funds Institute of Canada (IFIC) : `' o8 a1 T- q0 C- H
Leveraging
" g. m# M0 Z" g/ a$ I- z: ~$ p! kLiquid
, F: [, w2 l ^6 OLoad
9 v, f+ P3 e( B0 lLong Term Bond
3 o, b q' [/ G+ h/ w# |) V& MLow Load (LL) sales option& F2 n+ Z( h. X: e# e/ ^7 s
Management expense ratio
3 j4 K5 o- Q% j; x$ @! O: SManagement Fee
T* _7 E+ Y/ N% M. ZMarket Value of a Mutual Fund
3 A1 Y2 f) G& K; V. o- B3 k( f& b' hMaturity0 C& P8 w) p3 D1 y4 h2 J& p9 Z/ Y
Mid-cap
U n' n: r5 k( AMoney market fund
( m1 g0 J% q0 h- h3 BMoney Market Instruments0 ?' s: S3 q* X
Moving Averages
0 n' Q" Z+ }# B# r; e& TMutual Fund
& {- ]. C4 K, Y1 T' mNASDAQ
2 X' p# a7 S3 V4 M& ]/ x+ INAVPU) p: o6 L( y1 U) I% ^+ l
Net Asset Value- M; x# a. D# z% ]8 m
No Load
/ c3 B' f% m, xOpen-end fund
$ c) E2 d" O, {8 l; Y( Q( |Options7 F/ R! U8 |/ H5 y
Pension plan
+ I+ i7 |# f$ f9 t* W8 qPension adjustment
4 k8 s8 [1 [; t0 q, hPortfolio; m i/ m) z6 `5 w" A/ D2 {
PortfolioPro2 b! v$ G) K! u4 ?) J
Post Secondary Education Payment
( V, \' q0 ~+ r" V' S+ t( MPromoter: Q. m* |: F$ h; s) h& b: b# b
Premium0 S+ |+ F! s% P3 N7 n
Price-Earnings Ratio
# `1 U1 m# | Q, sPrincipal
- L6 W9 B8 C: m/ c' D9 L: j' |Prospectus& d% J3 G5 |+ _) B: x1 [ v
Quartile Ranking; _5 v% x$ Z" [- g+ T4 u k
Registered Education Savings Plan (RESP)
+ {& s9 D# B1 gRRIF (Registered Retirement Income Fund) % n3 x! j/ u- B0 `+ p8 L# w5 b
RRSP (Registered Retirement Savings Plan)
2 Z) p2 R2 ]+ ?2 |! ERecession9 J6 E: P- S" t
Relative Volatility* B7 R! a0 B% W! F& Q
Return/ T( ^% m) ?- u) a0 ^
Risk
; z/ X& {. {- p& JRussell 2000 Index
+ e, [1 d% b$ k1 v. v3 pR-squared
3 q& O1 ^! c$ u* {/ \; Q- d$ GSales charge
9 E% w% S) L1 h" I* CSector Fund , _% ?) }& ]# d2 m
Securities) [2 M% o( A t/ ?7 X. Q
Securities Act. W" @" L, M1 m+ n" L
Sharpe Ratio- I' `/ `4 h2 l; m2 F' w: s
Simplified prospectus3 p8 ]' {( C: ^3 S& x8 h% l
Sortino Ratio7 ] q/ |9 {* v. S& y0 _ j: v
Specialty fund
' ?) [ v# F4 C( |# _0 ZStandard and Poors 500 (S&P 500)+ u( k% v1 T$ `6 ^3 F; y2 `: a- M- L
Standard Deviation & ^2 S) g( D6 S; U# v3 o2 ^) Z
Subscriber7 h- ~; h3 {4 `( F _9 a Y
Tax credit
0 G+ w' c$ K+ E. E- @- WTax deduction. L6 X! g% @8 W* o
Top Holdings, ~! H0 _! E/ R& q+ ?! {+ t/ w
Top-down investing Y$ y0 e% A: r
Transfer Fee9 G! N V, P! x
Treasury bills (T-bills)
( A# y' m$ _" f1 H: {- rTrust
. S: o( ~7 Q: bTrustee
* U+ J5 l$ B" g! c1 sTurnover ratio 4 f' o' i/ i5 Z* p5 X/ P X" _* W- Q
Unassisted Capital6 Q& f& y0 R9 j' D5 D
Underwriter* e, U0 x, z i1 w- R8 y3 l. F* {
Unit trust7 D4 F/ ~+ f/ e' Q7 J' C
Value funds 2 R9 ^. E; q/ g. |6 }; V
Vesting& t; G! R+ p/ X+ u Q
Volatility
* W% y! [. D/ O G( iVolume
5 U/ C! i# E$ r1 C# fWarrant
& n3 B( \. a: T9 s# e3 U0 WYield
, v8 e8 F- N: k$ S9 s% sYield curve
9 B7 ]5 p2 |3 C/ r) k8 ~Yield to maturity |
|
狗仔卡
发表于 2008-9-22 21:19
提升卡
置顶卡
沉默卡
喧嚣卡
变色卡
显身卡
发表于 2008-9-23 23:22
