 鲜花( 0)  鸡蛋( 0)
|
Account Type J- r, j% v9 {3 ^% s! l/ H2 d& S3 d
Accrued interest* m' q3 {, B1 K4 @- {
Accumulation
! I; K1 M) U" Z8 y$ N7 F( K" fAccumulation plan
3 Z. {( b) m" ~Active management
% L8 X, a3 x8 Q* g6 M8 |' |Aggressive growth fund
' n' m0 \- ]8 FAlpha1 L- Z% \4 m9 r$ g" J/ `
Amount recognized
8 j D! }4 t" b/ DAnalyst
- H* B( N) a' A" m( O- MAnnual effective yield , r/ ]4 A k9 `
Annual Maximum Payment Amount
[1 v# m3 O; r+ dAnnual Minimum Payment Amount : z; j. R' A9 d! N
Annual report
]. L, T: u- ]8 S+ PAnnual Return
: [$ f6 b1 S) R* `4 X" nAnnualize ) w3 E7 c t0 t: u
Annuitant
- A* P, ~8 d. C x) u9 b! `Annuity - W9 |- @, U4 R3 ?$ H% m
Appreciation# _9 P" b$ a9 ~" p0 b; J3 {& e
Assets
: N, p- I4 L3 g' S E" X+ ZAsset Mix
9 _3 U* A8 k, g- \+ h. pAsset allocation 3 j* n+ N) k8 e E% D
Asset allocation fund # p J7 S' W3 p6 m$ i
Asset classes + |0 M* S5 B) L
Assisted Capital
" t7 Q5 j* V4 N) z! f, FAutomatic Conversion
/ w3 w; ^; Q% Y5 {& IAutomatic reinvestment8 [7 h0 E( m4 C @
Average Annual Compound Rate of Return , Q% u( }5 ^* v
Average Cost per Unit/Share
5 _ O+ `7 e' n6 J) gAverage maturity: \6 j2 ]4 N8 V9 j3 \ N
Back-end load
( U3 F4 V" Z# V6 V: Y n% bBalanced fund 7 H! T7 k6 Z) A% ?& r9 A. U
Balance sheet m0 C3 T. {. f2 ^/ _
Bank rate
( d# R, h w9 K+ mBasis Point 7 I! d3 f I5 ~
Bear market
4 x5 |, E1 s; x4 n. }1 pBeneficiary * X& b% q7 ~% }+ j* T
Beta) p. Z' Q% }) J+ h$ e' p
Blue Chip ' P! T3 ^; @9 m4 g! ]4 ^
Bond 1 h$ i7 X5 h! K: A) k$ ~
Bond fund - X) I4 y% }/ _- c1 a
Book value
% m6 d9 g+ f1 E9 O( n% n* |Bottom-up investing
. ~* ~' m) e g" w& Z) {- OBroker: j8 ~0 K9 {+ p; Y. ]1 R
Bull market
# u- h' \! }/ ?. u/ W2 U4 @) zCapital 8 g& g) A/ O8 A- j1 _3 g. W
Capital Gains
. {% e+ p) E+ B! G* A7 cCapital loss ! Y% ` X: E; E; V7 L4 G+ S
Closed-end fund
/ d) J" I+ v" U! }Compounding / z, \1 Y) @& n+ P) b! o7 ^ Q& L8 N$ D
Currency Risk $ }* Y8 i6 {9 {" n4 E, c7 N- X* ~! r) c
Current yield $ J4 O: q. w% a! S+ j l! p5 Q, O6 P
Custodian * [8 V5 ?7 V3 F0 a' d. A. j
Debenture" B/ ^+ B( E1 H8 y1 M$ q
Debt4 d" z6 ?* b5 ?7 W3 r! @: a
Deferral0 {/ `$ x, ?3 r# l4 K
Defined benefit pension plan
- |5 \: r9 P% J' C" ^% P! |9 MDefined contribution pension plan7 k: {0 V5 f% e8 D
Discount& H7 }! |7 ~) c& M
Discounted Pricing for Large Accounts
& D) K' H0 |6 o; N9 rDistribution History
M* s7 z9 l$ A# a0 T1 uDistributions% H+ R) l, J) l
Diversification; c/ X9 x2 }$ G
Dividend! c/ ^; C5 I7 `$ Y, n
Dividend fund& {: {0 O$ j" K) W n( \1 M/ j. O
Dividend tax credit
3 A/ N4 U6 l3 F1 }; O8 nDollar-cost averaging
, H5 v% r- R0 O5 B6 F _4 U( R: `7 ]Dow Jones Industrial Average (DJIA)
2 r% |% o& E1 KDownside Volatility
0 e: \3 K3 r8 M8 X FDPSP (Deferred Profit Sharing Plan)
2 d& q1 |/ s; U: {) M( k% \3 c9 I8 VEarnings estimates. s/ R. _) Z: c# V
Earnings Per Share
* y* w4 Y0 U: F8 [& y' ^7 r( ]Earnings statement
6 J* ~% `( N6 p% D. m* t- B7 xEducational Assistance Payment (EAP)8 J- K3 O# n; b* o* e
Education Savings Plan I- m, R3 _: d5 X" r
Emerging Markets9 X# F6 S) H" a( p7 Q
Equities (Stocks)
; a: ^& G! H- Q8 cEquity fund
W" }4 G, e) U* [5 _& H ZFair market value1 J$ c/ v$ s: D
Family RESP% \7 c8 [, f9 s8 H& \+ T
Fixed-Income Securities# E3 S9 d4 b5 t7 Y# j" i( b/ Z
Front-end load
6 ~% x" B, |$ w1 U3 e/ \# UFundamental analysis( ~/ {. F5 U$ H, g, i e
Fund Number: B7 n% q0 n M& O+ A. x$ {
Futures
7 f3 y& r2 z( }" J5 N# j7 p1 `1 QGARP1 c' z6 L2 I3 M3 V X1 t
Grant Contribution Room+ B2 ?( M4 ^ w/ D1 V) y
Group RESP/ P# Q; z* }+ d1 Y6 R& Q
Growth funds
U# b4 M% y uHedge. B4 i+ m+ E" R1 B7 x8 y3 m# @) y8 `
HRDC% K# z' N8 I1 L: r6 g# Z8 P" D& R
Hurdle Rate
: o$ L9 `) n) kIncome Distribution
: C9 [! j" `, V3 t* GIncome funds & E* c1 P a* j3 g! _0 R+ L
Index
7 `6 r& S7 M; K7 D4 f8 KIndex fund
4 j) \" u, d6 J0 T- E; k0 EInflation
# m7 R( B$ X$ F( n& X9 G }2 z# xInformation Ratio * R* n. U0 S! }: Y
Interest / Y. w" y m; |7 `# T3 T
International fund
$ f! H+ Q: g% _* \Investment advisor
' t' t5 O2 {6 O6 U* t+ \0 \Investment Funds Institute of Canada (IFIC) , R, |' Z# ?) q) d- ?0 I% M/ \: L
Leveraging
& w1 T- v6 I% G/ dLiquid
% C5 @% l+ W5 n+ `* SLoad ; } s, J' {, c! P# n
Long Term Bond& T) W/ l$ a7 P' r* d5 l$ ?' y+ j
Low Load (LL) sales option: J3 E/ d3 U! ~ O
Management expense ratio
. K$ w% v) H3 m0 k$ K6 M1 b9 @Management Fee
" [3 i& [; _( X: j6 Z8 r& @' iMarket Value of a Mutual Fund$ l* l3 [( ?8 G3 s: D& C
Maturity1 `! ]% S4 G7 U; l: R o3 U
Mid-cap/ c K: g; z6 i4 s
Money market fund
% ?+ Z/ l5 W* U* M' xMoney Market Instruments5 n0 Z& {# V3 L v: c
Moving Averages! x, N7 s+ {7 z& T
Mutual Fund
9 f1 Z" m+ Q1 x7 r6 }NASDAQ
, v/ s: v2 t; E( PNAVPU0 N& a5 h v* L+ L
Net Asset Value
6 v5 l& o! }! }3 ]( g ONo Load
6 o( C9 s3 O- x' e# e/ C6 {5 VOpen-end fund5 k$ R- c6 l/ N f! g
Options: F: v& j0 d3 b- O
Pension plan
; U$ I' H% G/ n. q4 G: T- H; C% qPension adjustment0 R' R1 \1 R* R8 _4 [3 L
Portfolio+ H- z4 P$ o+ u, N( T! P" W C \ M
PortfolioPro
& S2 r# }( N$ E3 pPost Secondary Education Payment. W& p+ |4 d9 s# a# l& O7 S& b! n
Promoter
6 F* w- v" X5 W/ ZPremium
7 ^) r9 l4 I, l: o' X) w6 l3 |Price-Earnings Ratio
* [2 k2 p/ L9 j* q6 y3 Q, W; tPrincipal# L, v1 _2 Y: X Q6 s, J6 U
Prospectus
# r3 c( P, W4 R/ l, aQuartile Ranking& s0 ?/ @1 l: D; q* l
Registered Education Savings Plan (RESP)* J5 a! D3 v# j4 ?
RRIF (Registered Retirement Income Fund) 5 T) j+ `0 @' n
RRSP (Registered Retirement Savings Plan)
2 G h, ]7 e8 ~; a+ b1 dRecession
; c8 ?7 j6 j6 J) i# aRelative Volatility! A3 j0 {) i' f
Return
4 s. }, M, ^1 D4 G B7 C/ w# WRisk
, _9 d9 Z( w# K# k4 ]Russell 2000 Index 9 h. f, U, q: k9 ]# [/ f0 M
R-squared/ O) E3 _7 G* e$ q% v
Sales charge
! z _4 e0 t3 w) c7 ?5 |Sector Fund
& {" M6 ]5 G% O+ y1 S1 _9 q, u: J# nSecurities. a2 z Z" L1 ]' F
Securities Act: j+ U* U+ d3 D* Q
Sharpe Ratio
4 x& _' y9 |, v7 z0 |; dSimplified prospectus
( |1 m1 Y9 L, ESortino Ratio
- U4 D8 U) B" _( y/ C8 jSpecialty fund! p( ]9 M! N1 o3 x; S7 Q
Standard and Poors 500 (S&P 500)
" p# d9 D& Y; T/ Z: s( I( YStandard Deviation 9 Z! I% b S+ _. M# V1 j$ z: `/ S
Subscriber( w/ v; E* f( L! T3 o$ `8 k
Tax credit
% A* {- r r4 q6 |+ t% Z3 ~Tax deduction8 X5 Z7 Y) A; g/ q0 H% B: e, I
Top Holdings
- ]* r1 `- M5 n4 n# {6 @Top-down investing/ l3 b) c1 Y3 W. X/ ?
Transfer Fee" O; X/ \% b0 {: {
Treasury bills (T-bills) 4 M8 Q& K: R7 Z$ d, f \
Trust
& E' Y' ^$ m3 W) i! G- s: JTrustee
" Q& E3 c7 ?" g$ G% s) C/ u' sTurnover ratio
8 [/ J+ d1 E4 lUnassisted Capital- {+ x" y6 o! }, }0 p) ^5 [
Underwriter
7 f$ k& r5 |- Z% R1 v4 oUnit trust* a0 |( Y0 P& t+ M! |4 E: T; ~
Value funds . q- S; ` B7 O& K
Vesting5 N$ R2 v8 x( J6 t/ y& P
Volatility
9 j' ^- e% @, F3 z" iVolume q5 X1 [' @9 E4 K/ S
Warrant
) a) g8 z( o" _( |Yield
* s u) U$ a$ ^8 b* o# T/ jYield curve2 q0 U. y5 v* p3 J
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
