 鲜花( 0)  鸡蛋( 0)
|
Account Type v, o* f) w% ~" @
Accrued interest: G+ W& z3 E) p- a1 n
Accumulation : p' M0 l6 u% u4 ?
Accumulation plan
3 m7 K1 O8 ]; e7 oActive management
$ f/ p0 X, T: r: Q. C |/ rAggressive growth fund
& ?4 }9 z/ I' j, d; h- e% b9 r6 HAlpha
/ o O B" y: a- H& X j* SAmount recognized
/ \+ K O; L, jAnalyst
2 s. f4 \' h5 g3 D2 A: X6 [Annual effective yield
) I+ V4 x, i0 Z# KAnnual Maximum Payment Amount
?- a' Z. Q- i0 ^: a2 c x1 X4 hAnnual Minimum Payment Amount . A# y# l+ n( l+ D+ T
Annual report 8 P. w! D! ~8 W# ]- x, v+ e! z
Annual Return
0 C& B+ Y' z2 K3 w1 ?4 h( @Annualize
C! V5 d/ h7 P2 u* lAnnuitant
/ E& g5 h [: p( u8 E: zAnnuity
/ A+ d+ D6 d: ^4 wAppreciation) N5 ^ s/ R: g, p
Assets - r" v6 v! p- I
Asset Mix ) u9 W% i3 P, K& ]; O% J( Z9 l
Asset allocation
; p: s$ |! ~: e0 E4 h6 ?Asset allocation fund
! Y+ U: ], L: DAsset classes
4 k" a. Z+ a0 F$ vAssisted Capital ) E6 O6 q3 Y, `" F
Automatic Conversion + k7 e0 T' d, @
Automatic reinvestment
& m' Y; c. P& IAverage Annual Compound Rate of Return
1 A9 u% `# k3 v( m) b' R2 {Average Cost per Unit/Share5 T! Z, M0 H5 `
Average maturity; a/ \: }; ~+ {3 {' S: t% _
Back-end load ! L0 k, L* m8 B1 x
Balanced fund % y0 U6 A$ U; V+ V M' j+ x
Balance sheet $ u8 [$ \" c3 ]" ]
Bank rate
# M( [% Z5 v+ \& S z/ t) UBasis Point ' }- v# ~3 p F2 N K" C
Bear market1 |3 l$ I' G5 J4 [
Beneficiary 7 @0 H* @8 u: {. T. D4 L5 q
Beta6 T# J" a3 H: t& l. ^0 u
Blue Chip
. g" o- w: u0 h" A- P8 g, m7 WBond
1 Y: e( E+ A) d3 e5 j3 fBond fund
+ J% ~1 m# ?* `Book value
) @1 T+ n& ?! K* `! ^' U' S6 j5 _& HBottom-up investing
" ~5 w" X3 y, `. D0 LBroker7 S( \6 p" t/ c* P( a3 I0 D E
Bull market d( d8 f1 f( _6 F3 i
Capital % y) J7 E, z; X# O/ k% b6 v
Capital Gains
5 C: P1 j3 Y4 h( z" @7 RCapital loss
4 u8 W W9 q1 Q. J y |Closed-end fund : s% y" e3 G* a1 i
Compounding 7 {) a) \% }! h* z& W3 Q% B
Currency Risk : e& e- l1 c* j `( c
Current yield - W+ z0 R; ]* T+ V0 B* i3 T
Custodian ! n& |0 j e6 e4 ^# C" Z4 R
Debenture
- B5 g, ?% @& u; p' fDebt T( @" [4 ]9 w( I K ^* y' x( E3 J
Deferral1 i; W' t4 x; \4 j
Defined benefit pension plan0 A7 r. I$ E- Q/ t6 B
Defined contribution pension plan% J: v4 t$ W' G( ]/ U% Y+ L
Discount
6 Y9 ^* K* ~) Q+ V5 ~2 aDiscounted Pricing for Large Accounts
3 l% N d! v% t3 {* r9 jDistribution History
- c) Y3 V) Q3 Y% ODistributions
+ K; [7 {4 L7 {0 W9 s% W U) R3 Z KDiversification
1 u/ N$ a4 L0 f# ~, [# TDividend
2 f) z! }* X! E8 r3 s7 JDividend fund/ q* L/ l) U# g1 B; D/ [: ~
Dividend tax credit0 U4 |3 y" z( B9 I
Dollar-cost averaging
2 R, R, y/ S$ s- @1 E# c1 EDow Jones Industrial Average (DJIA)
G2 c0 d9 Q% x f! XDownside Volatility1 e+ ^5 e" n0 E2 I' w
DPSP (Deferred Profit Sharing Plan)
1 Z7 y8 L' i7 w8 q( j) [Earnings estimates- K& ~1 N/ f; ^, O9 }
Earnings Per Share
7 ?. Q: H7 h! G/ \2 uEarnings statement- ~% H2 f b6 S; I
Educational Assistance Payment (EAP)
# F- o# Y* o7 XEducation Savings Plan3 J% c K; v* O# ^& S8 _
Emerging Markets: Y6 w8 w! ?1 u9 q7 i" `. r. Q
Equities (Stocks) 4 y& k r) K/ H% G" ]
Equity fund
# o3 V3 d) ^; _Fair market value: B9 g9 G! i0 P+ M5 q
Family RESP
6 x) v! s. Z+ h8 X b' D2 MFixed-Income Securities
6 }- Y7 O9 h$ m8 \Front-end load# `. ^" M7 {* t" G2 w6 o+ J# ?
Fundamental analysis) i) h+ W& T( B: i2 w5 v4 S5 ]1 j
Fund Number& P$ P2 N# L! W/ S0 `7 V8 ? D
Futures
3 C+ w% b. ~: y0 WGARP
# ~/ t6 p7 o2 m2 C- S7 n8 oGrant Contribution Room" y/ x9 q9 `* V( j; a( G( ]- d
Group RESP- _; g3 j& u, I7 V
Growth funds
0 V' V3 b3 s6 X9 ^' ]. PHedge, B7 X1 f; B% W. X9 U* R9 P( |
HRDC
0 u$ s" S5 x0 z8 ]4 u# MHurdle Rate/ I* C3 [% X) W6 Q
Income Distribution, q! k7 X, J Y ?, p8 Z
Income funds
6 @8 L- ?8 Q, XIndex
( }7 c M0 E$ B# l( n& mIndex fund g3 D/ W w( Y) m
Inflation
! u: k' f1 i+ R& E" tInformation Ratio
2 t: p5 T# T$ |/ t; [8 RInterest
+ x- h6 q. D/ oInternational fund
3 N8 [( o: t- E* |# OInvestment advisor+ w" P/ _1 q- v/ g5 C4 i
Investment Funds Institute of Canada (IFIC) 9 q& u# | L7 z- N- ]6 t" L
Leveraging
% ]$ Q& h2 R! }, E; C) C& ~Liquid 3 g6 j C! @0 A+ y
Load * x9 Q# O0 w1 R
Long Term Bond/ M; j3 s( n: \; [, C M+ }# n
Low Load (LL) sales option
2 G8 z$ ~4 A/ q" b2 x; v( l* zManagement expense ratio
" s3 x) o; x( qManagement Fee* O9 T5 n& q0 M* ?+ }, z
Market Value of a Mutual Fund8 t8 X, k6 h- S+ e. Z7 c
Maturity
& y: B9 a. e& ^% ^2 b; ?/ GMid-cap6 K/ ~$ e9 O$ u& h l
Money market fund w6 \: n) W) E# ~7 r6 K' U/ y
Money Market Instruments# h& A: F2 S" ~& V0 D
Moving Averages1 B9 z$ }7 s$ r, r
Mutual Fund; a" A. [7 ]6 E% C. w
NASDAQ5 W C& E! n! G- Y6 A B
NAVPU
7 @4 {* P1 s |- i/ x) _Net Asset Value7 b2 M6 z& L5 f! N, b
No Load
; R2 H. v- o" ?, X3 p" C! }# I! pOpen-end fund" l' u/ {; X0 T2 F& n5 Y; d' b6 n
Options% x( x9 f! d' V+ Q( f
Pension plan
1 @' G$ ~$ M+ ~' ?7 V, VPension adjustment! @ c8 u' r2 p) g! Y
Portfolio
" s% c1 v- T ZPortfolioPro' H; v w1 J1 w; T( f+ e& K$ M% m
Post Secondary Education Payment3 E$ L) ?, u+ H& [& [! e( p/ \: }
Promoter
: [! S9 f/ ~- s8 W* k( uPremium1 |: U3 f1 u$ @" D
Price-Earnings Ratio+ p2 R* x% Q, B) y( U8 E3 l
Principal
3 W1 O Q! L* |: H4 xProspectus
, u- ^& c* P3 I8 f9 G2 f+ e* rQuartile Ranking
/ r, T3 I" x; k( N& w- E: H; J9 ERegistered Education Savings Plan (RESP): s3 f* `# a/ ?: k
RRIF (Registered Retirement Income Fund) 8 E/ K' [" Y( L+ I2 k: {
RRSP (Registered Retirement Savings Plan) ! e+ B5 n8 c: ^* f! n0 A x
Recession: ]5 D0 K" V% L; ~
Relative Volatility
" Z! s0 ?1 o! R j, P0 ZReturn' i" E4 D8 l2 w U7 ^2 F2 n
Risk
E+ t$ E9 } X% K; }Russell 2000 Index $ V2 w: `( v8 h) h8 D3 O
R-squared( R" a/ ?- a5 S$ P( l
Sales charge1 I# B0 i% i/ i) z. h) q4 k
Sector Fund + \, M) W+ V7 w
Securities3 r5 A: o) g8 L6 J
Securities Act1 ^. P! t& K5 s* Y
Sharpe Ratio! W; l; {& n1 F$ g
Simplified prospectus6 h+ P8 S! {7 h0 m3 p+ M
Sortino Ratio
4 Y0 ] V7 A8 h! v! ~5 S8 E3 }Specialty fund
- ?( r& o+ q: _# y- i( o2 g$ `% K: bStandard and Poors 500 (S&P 500)$ G4 `+ T1 ?. U, F- ^# s3 f; i/ k
Standard Deviation
( H" \- \/ j8 ^8 c2 `8 ySubscriber
7 p, G+ o% `& \) }Tax credit# b5 R3 I# U5 q
Tax deduction
- `1 s( R$ v0 ?+ s' x9 }/ M7 I9 ?$ h7 @% {Top Holdings7 k4 T5 E. I: Z, N' S5 y, _* U
Top-down investing" [8 c& J" j5 q0 s0 r
Transfer Fee
1 Q- b4 f, l2 y5 a0 O# JTreasury bills (T-bills)
/ V) W3 ]+ D1 `! X) A$ |Trust
4 h2 }' W$ ]8 D4 QTrustee3 I H5 B" ~- q$ ?
Turnover ratio
O" T0 [% g+ t! PUnassisted Capital4 }% R$ M1 U3 h. b
Underwriter
) A" @, I9 l) T5 T" @Unit trust
& D' }- L# `3 f* J) K6 M" dValue funds
5 F& I6 k% y8 h% G, L: Y( ?Vesting
0 T( M1 Z# a4 f) p( w8 `( H* lVolatility
9 x; _. H) B; D, p: M3 ]8 C( {Volume % T1 Q! P& H3 L/ M I0 e" W
Warrant
; P( }7 Q4 r3 q% KYield' Q, o/ w& e$ |, ]& B
Yield curve" e! @0 |2 C; g- Q& \5 F
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
