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Account Type; w J: n! _5 J# [- Z: J( A3 U
Accrued interest& I& M1 }5 w: N( W2 f
Accumulation 1 e7 q- t. u! v7 u" L& A7 g7 z2 p
Accumulation plan A+ J Y4 _* g* J2 }! G
Active management- Z r+ e1 n# {/ P+ [$ a: ]. U8 r( |
Aggressive growth fund + o! D0 h o3 u% y& ?. u" l
Alpha
! Z. Q; `& r9 K6 s( bAmount recognized ! M C9 [ Z, [2 ?7 W$ Q$ h' M
Analyst
8 S) n6 Z* E& N) b& [3 wAnnual effective yield % t, E/ k$ _4 ]
Annual Maximum Payment Amount- J S8 |9 W/ i* y; p9 x: Y
Annual Minimum Payment Amount
* E9 c: q6 J$ a: dAnnual report
# ~0 w; A& d0 R4 n- X: iAnnual Return$ D6 i4 ~" u( c/ m7 r& @) {, k
Annualize
$ x+ t* F$ o: _5 a HAnnuitant & b1 M" B# P- N4 e
Annuity ( Z6 E: N; O: Z3 w0 R2 Q
Appreciation
' F4 l6 ?0 t$ g" qAssets
, M' q9 g, R% w7 z2 o5 _5 oAsset Mix
0 F) `, k4 i0 M3 GAsset allocation
% _* m; }5 M) Q# I* rAsset allocation fund
3 u2 J; U' L* u7 O. R$ OAsset classes
5 U- h3 R( e' n# t$ SAssisted Capital
! [: o% U. f2 ~- Q4 q% L) B6 FAutomatic Conversion 1 n$ |* y# S/ ^0 h7 d& a
Automatic reinvestment
4 d- t: M9 m$ t. |) f: R2 aAverage Annual Compound Rate of Return
$ h! N7 h c! P" d# n" yAverage Cost per Unit/Share$ x; Y# M9 p8 b% L# A7 ^
Average maturity- M5 ^9 A7 U5 y
Back-end load
# F. F7 N8 a7 ~! V( OBalanced fund - T A0 E8 Q; t. T0 ^6 Z
Balance sheet
t* o( Q( P1 f1 k- W; ABank rate1 ^# O3 x0 g" z; M: p8 k! M1 c" w
Basis Point
# Q/ A- G# x- g7 B6 s; g0 iBear market* Z1 R1 O* e/ c9 a3 Y {
Beneficiary ; P1 K4 i4 h0 E0 v7 \
Beta; W. W# ]4 E) D: ~8 q) ]9 \1 J! r
Blue Chip
: O' C; C7 V5 T/ S$ xBond
% \* n( ~8 w% }0 k* tBond fund
) D% o+ w, C0 t A! DBook value
. u8 \) _" q2 M$ e0 B* SBottom-up investing . k7 R0 D6 K6 \8 e; Q
Broker) ~3 C8 m/ B+ }
Bull market
& L/ L6 a' U4 r1 G0 Y- G$ B0 fCapital
! U6 a; y6 v* VCapital Gains# ~( s* M$ s: T) c! f
Capital loss
4 j5 k2 x& S) HClosed-end fund
. n. k0 S/ P; e; ICompounding
7 M4 C9 j k5 c9 D- qCurrency Risk ' _# R( x V P+ D! X0 L# a
Current yield
. z) S6 d$ C/ l4 c$ G3 u! ZCustodian & r8 b, `, x/ a
Debenture, T6 @, W# N& [
Debt- i, T9 e" e. ^* o
Deferral& n% o4 X9 |% h$ C2 a( o1 r
Defined benefit pension plan4 \0 j" k9 A/ P. n b
Defined contribution pension plan+ c3 a# M0 \3 q3 j. |1 G
Discount/ }. }) Y3 p* D! ]* |
Discounted Pricing for Large Accounts
6 W2 j; b, o' A- K6 A4 wDistribution History( T! w4 ~- x( A& t& o* W
Distributions
- L4 U8 w* z& iDiversification
0 C* h# N5 A: X9 Y' \Dividend* k3 r* x( {3 Q
Dividend fund" L% y2 A3 W3 z
Dividend tax credit1 _- p' M6 y1 e7 i! n
Dollar-cost averaging W3 W* L c& x2 ]
Dow Jones Industrial Average (DJIA)- Z9 z) G* e; R, A5 W4 k
Downside Volatility
- i( b) K5 f- v3 Z3 n9 n6 UDPSP (Deferred Profit Sharing Plan)5 P* H% D, r, A+ D
Earnings estimates* I0 Y. |- Z' p: X2 I. {6 W" p
Earnings Per Share9 L" Q) @- E1 O1 B P- F/ A
Earnings statement
- O8 Y N& ]" R% \0 KEducational Assistance Payment (EAP)
* P7 W' ^$ {6 r w& V! DEducation Savings Plan
1 g# `6 R0 W) f" d) o; _- f0 cEmerging Markets% w1 M* @3 T; k
Equities (Stocks) ( Z% Z$ T6 P8 T$ D( ?4 T
Equity fund# X% ]# A- _7 C( w6 P3 M. G5 @' D2 N
Fair market value
4 U; v; }' \, A& ]$ j& VFamily RESP
. ?$ l. t" }" A+ R1 ^/ {Fixed-Income Securities
1 o% C2 r* a" @5 u; R& J/ MFront-end load+ P+ F1 x: H& U+ T" ^6 P2 F
Fundamental analysis+ m# L- h3 m( _1 O
Fund Number) u1 z& i* L6 x9 |3 }5 ]# A
Futures0 [9 ~5 a* Y7 |2 {: G- n
GARP7 v3 {1 B# \; G" O* V& T
Grant Contribution Room0 D9 c" V; F m; _
Group RESP! u3 N# A" E8 \1 p# ]9 y
Growth funds + ]! B8 [% A$ T2 }$ J
Hedge
: u6 C8 w T" Q4 |3 n. HHRDC( N# \% N! Y1 o* g* F
Hurdle Rate
! R. r" X3 t3 ^4 e; HIncome Distribution
% k u5 t! r8 T& q) ?Income funds ! A4 g4 U; W9 |/ J# B# ?
Index
9 A0 Y) M {% S5 H* G4 M F& wIndex fund
' c; |- A) W3 O4 e. }% I# z0 p# oInflation
/ ~5 m9 S/ A& ~6 [6 E; K8 zInformation Ratio
. r$ C7 f1 v! H, w' kInterest
8 z! {; L% q" j4 k2 N/ P! z, dInternational fund
9 _5 {- g0 t4 O$ h0 f7 b8 qInvestment advisor
4 R6 ~7 L( }& \7 ZInvestment Funds Institute of Canada (IFIC) H+ @' D% N& Y: N3 U
Leveraging
/ C$ Z; ^5 a- W" z( t: A: j( l: fLiquid
5 {6 ^6 C' P6 k$ ^Load
1 ^1 _+ l8 ^0 e" M0 P h/ _Long Term Bond
$ v( M% ?/ n; h: o) VLow Load (LL) sales option7 w( X/ H: t3 O+ i# ^/ w/ d! V
Management expense ratio
# S# `: a: p5 q8 k6 }/ a# BManagement Fee
8 y# W( i2 ~7 F6 {Market Value of a Mutual Fund
9 i4 Y2 y2 \# A3 X) fMaturity
. `% l) [4 D9 p: l% N+ lMid-cap) L. R: k7 F9 u$ u! B/ i% A5 P
Money market fund
- G% g" ]% D A5 _& bMoney Market Instruments
1 I' o9 x9 ?; y( x7 sMoving Averages6 o+ z8 B, r1 s. O
Mutual Fund* ~$ Z& t. U# h7 X4 E; v& s, I5 C
NASDAQ
& f8 P- E" I# m/ h/ {NAVPU: ]0 n* n- K+ r% d& Z ~# I* t
Net Asset Value) E% ~5 f. `. v" v3 p
No Load" G% K! m( i7 B
Open-end fund6 B8 r- n* T! V5 m- ]5 ?
Options
3 a8 B" M% `. a; ~( jPension plan. m! [4 F8 S2 R2 K
Pension adjustment
& i( l3 ^& W, x7 Z0 s. yPortfolio
: Q8 }1 k8 o, O7 k7 |5 k% kPortfolioPro7 y( V1 ]" D; ~6 X N% P& b( y+ F
Post Secondary Education Payment# a- T9 \3 P1 O7 m9 f
Promoter
; U* O) K# E$ I- [, WPremium5 K- B. y, i. @% m$ V% [
Price-Earnings Ratio
: D9 `3 W7 }8 k1 E6 DPrincipal. d# }3 k3 a0 e
Prospectus2 V; f* y" j( A( W# q- j5 I9 f
Quartile Ranking4 h& W* i% b& ]* N5 r/ f
Registered Education Savings Plan (RESP)
* z* K: x* b1 W2 Y% VRRIF (Registered Retirement Income Fund)
* o2 n: k5 G+ yRRSP (Registered Retirement Savings Plan) : W, A- d5 q- M. Z; C- k9 v6 D; L8 L
Recession
. S9 I: M/ y0 C/ L; J' H. ARelative Volatility
% t6 I1 n* A6 n$ nReturn$ ~! {; J+ E. Q2 [$ {
Risk ( E$ n8 b! z; x" x- x
Russell 2000 Index ) B- s) d4 Y) j1 u, M& A
R-squared0 x- C3 f' L) S/ S$ ^& a- F
Sales charge% f& e! Z* a9 p6 p" h# x2 p, X
Sector Fund 6 g" y2 Y- Y* t2 _$ ^0 p
Securities+ N) y3 S* q0 h/ o( G. n
Securities Act. D3 k% E6 d( @' ?
Sharpe Ratio
. n" J8 F5 q+ M' I% D& L8 VSimplified prospectus0 S8 o1 L, y" u
Sortino Ratio3 D& D! N- Z; U6 _' G$ ?1 M
Specialty fund" G3 V9 m, s1 [. _7 Z
Standard and Poors 500 (S&P 500)" T4 k. Q$ p: L1 |* f* m1 e
Standard Deviation 2 z2 B, P! J' z% g" {, q1 l
Subscriber
$ B/ X7 t7 V0 I7 G tTax credit
) Y2 u: m4 d3 nTax deduction( l* n% H& k" u5 L; d9 w& N
Top Holdings: N4 M3 F V" f2 E9 @, R
Top-down investing
! a; s8 n+ U" y vTransfer Fee
. d* k: X7 `3 h e! l& UTreasury bills (T-bills)
2 {5 [7 Q3 R, I* A1 t, jTrust " L1 C/ F! }# @- i0 s1 ?
Trustee8 @" b `( K5 @& B$ R* h
Turnover ratio
* a% I: C) P( ^8 g1 eUnassisted Capital
6 `: J- | p% C4 hUnderwriter" D- V* ~6 Y. M8 q; S' P
Unit trust
! ]2 W8 r9 [ ~9 X$ fValue funds
2 D7 W) m1 M0 t. \' P4 Y) U) ~, zVesting4 f9 @* c! v- c
Volatility$ V" |7 z# @: T1 h, G& q4 N1 O7 U
Volume
& Z* P$ K9 h9 B7 N* H& VWarrant- r+ s( A7 V$ P# J' ^: k
Yield8 B: M( x, \" l
Yield curve( ?0 O# N" e: |/ v
Yield 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
