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Account Type
& X3 A$ W' K- q L5 ]Accrued interest. X3 `0 a3 y( W( E+ B5 y7 | U# C+ Q
Accumulation
2 I- C7 h; B/ Z7 Q9 y1 mAccumulation plan
& E. ^7 K% T, z6 r8 Q; ~) k; ]Active management7 {, l6 d- a2 w: K' o& ^. C! v
Aggressive growth fund . g t/ f# M( g+ R% L' _2 M
Alpha% K Z* c& K( x
Amount recognized 2 c) F& @$ h, |% m6 ~8 t6 R# ?
Analyst
% h$ R; S! U9 F9 AAnnual effective yield
& K( y# i& z3 |! qAnnual Maximum Payment Amount
) W# P8 W- I, R' g2 {Annual Minimum Payment Amount ( x) p8 P/ Q3 T2 V
Annual report W8 d! j$ |- s4 {& Y
Annual Return
% B: f. U" y' E: T' k* M/ ]Annualize & H8 b$ a) z1 H' D# _
Annuitant " X1 _: D0 K4 @) U5 M
Annuity
; W, M6 {0 w7 _; u7 F# t5 r) QAppreciation& Q1 B, ~, Q8 s- Y" g
Assets
2 @/ }1 A$ {6 l7 ^% nAsset Mix
+ k% L7 P/ P. G# _+ U2 a& mAsset allocation
! Q0 {$ z" G% a8 IAsset allocation fund & u0 j0 h0 s) W6 {# b" s/ K; E$ D
Asset classes
! a, X6 M$ B$ lAssisted Capital 9 N* E0 ]2 e2 T
Automatic Conversion 6 V F1 ?2 T# u: [2 {1 c
Automatic reinvestment
0 u: O5 X7 O; w8 d2 i. KAverage Annual Compound Rate of Return 2 [1 b, [/ h8 _0 M2 c
Average Cost per Unit/Share; y$ e/ Z; B9 T! A
Average maturity5 X- G, y6 L9 O3 M6 R4 Q
Back-end load |" B; {: H9 F) R, q
Balanced fund : T) F2 d+ C P7 Z d1 L+ g3 p4 X
Balance sheet 5 @! B, K- o* _" l
Bank rate! H! s6 ~/ l/ K: f# |
Basis Point / I% ~ k8 _4 K
Bear market- `3 i/ a4 h! F. w; z
Beneficiary
5 X8 V; i; A$ K3 N& f* U/ tBeta8 v1 {* B' u+ [2 m/ k; Q
Blue Chip
" ~6 d. a( R. O7 e( k2 kBond
' t1 t X6 L; U- s2 ?9 t! M+ g+ f! mBond fund
2 [$ S, W* }( z8 X u% f( tBook value , Q, ]( X9 l; g! O# E- Q
Bottom-up investing
0 ?, `7 G; g2 z8 dBroker7 {+ t) {6 M% T' A0 z0 A5 N
Bull market
1 w: j2 Z- [+ I2 _7 b8 WCapital . x" C! T& v2 J. V' }1 ~8 X8 ]) I
Capital Gains J( p: c% {* ?/ P! }
Capital loss
2 o: y3 p1 e; l1 x* U( [9 m# yClosed-end fund 1 u5 D5 y9 x2 Z7 m
Compounding : Y3 [1 P. e- J
Currency Risk % }" ^) x: _" u {% d& Z M! f9 @
Current yield
! H6 w$ H2 F& l2 ?1 p3 r! WCustodian * w+ ^3 Z2 E1 J- E! {2 H# [
Debenture/ _8 q+ F8 }' }2 |
Debt, x2 T# t/ M! G: s7 t/ F
Deferral
- K" x. l( ]" e+ ?: QDefined benefit pension plan$ m" m( B8 T' ]* n
Defined contribution pension plan
/ S+ ~ ]0 U' ?% N4 D# r- S, M: UDiscount1 M& d8 o( N! m- X. Y; T6 G9 o
Discounted Pricing for Large Accounts; e* s# u& a7 Q& m- g, X e- H+ A+ v
Distribution History
/ B! x6 l$ d L6 wDistributions; m7 O& v. [8 r4 r
Diversification- e$ i4 O1 V! d, K6 Q" s, d) ]' V- @
Dividend$ u/ j+ j; R: W5 D" b
Dividend fund* B+ L! W# W: {' o8 {' u D: ~
Dividend tax credit
0 C, p" `* ~8 |2 x, n* cDollar-cost averaging l( M& T; `9 r" m& D- c
Dow Jones Industrial Average (DJIA)/ @* d% @; A: w& \* x$ v; K: {
Downside Volatility3 @1 h- M5 x H1 i' e3 d" T: G
DPSP (Deferred Profit Sharing Plan)7 J% s, _& r. s6 q8 H% j$ k
Earnings estimates4 j v7 S$ {) W
Earnings Per Share4 R+ @5 S/ y) H$ W$ B
Earnings statement$ }! \- v& D) M- k
Educational Assistance Payment (EAP)
p# Y1 S3 F+ F( t, [; r( AEducation Savings Plan% c( y2 k0 E1 r v% Y1 W9 y
Emerging Markets
3 _ f# U0 w* z* |( LEquities (Stocks)
. ~) z% y6 W" V& N6 s( c8 zEquity fund
5 D \4 Y( z; b q0 ?; ~) ~: @Fair market value& w8 z0 B6 i+ ?! [7 y5 P# t
Family RESP6 k% f$ ]0 m8 u$ k/ N# B2 _
Fixed-Income Securities
' Y1 d1 U, y0 \" d5 pFront-end load3 q8 o/ p: @) o1 A/ V/ C- v) E
Fundamental analysis# H+ K, ^1 V8 Z6 `2 P
Fund Number: y& _5 F6 } I+ S6 `6 `, Q9 N: @- {
Futures
% Z% T1 C- Z/ s h4 G; ~GARP
4 C" h- |+ c- Q0 g5 c- FGrant Contribution Room- k _) k' i* F+ W; l, X3 ], u
Group RESP$ Q- W: P# J+ z0 m7 @7 m
Growth funds
/ t/ d, M& ]5 x9 q1 X0 uHedge+ v, {4 C1 q" ^/ ~) d. S
HRDC. l v! `# t7 F7 r* I
Hurdle Rate
6 v% r0 m4 j' i+ hIncome Distribution2 r5 i% r- W9 t# r4 e
Income funds
% P% V2 {1 E; u# b. _! OIndex# m1 c. S; a( h, W* J, ]) ^% i# x
Index fund( F& {/ y/ _) U
Inflation
! n: k% R ]. _. x1 w: e/ z' nInformation Ratio ) _ M# k/ T9 D+ |/ ?% Z/ i
Interest
3 K5 N# O1 i8 }6 J& c9 c# DInternational fund+ o7 z8 {( o+ \/ O( i
Investment advisor6 y$ J7 p; }; v$ g4 i; t$ e
Investment Funds Institute of Canada (IFIC) # G! x' X( `0 P4 y, {- C# T
Leveraging
8 s8 O7 `2 e. H( Q9 SLiquid
" E7 i( M1 O3 u G" ?+ h7 FLoad
) g& U3 Z7 o9 R( N+ PLong Term Bond
+ d9 N; F3 l) S* [* `Low Load (LL) sales option
. M W/ G+ T2 JManagement expense ratio
- G, H. a0 ?+ w/ u9 Z( sManagement Fee
. h R9 e. C. y6 FMarket Value of a Mutual Fund0 h7 D O6 V; a9 c' U0 A
Maturity
D. ~. b- N/ g. p# TMid-cap
+ Q" R0 C+ F u8 `; K. qMoney market fund
# y- f e: a+ MMoney Market Instruments2 [" d+ I7 m7 S. [8 u2 {) C; ~2 ~
Moving Averages2 g8 D& W+ O6 I9 |
Mutual Fund
- {$ \3 p1 O( V& ~8 wNASDAQ
$ Q. _4 c N9 e% TNAVPU6 H# X @. ?7 T
Net Asset Value$ k( I* \* l2 y: d' _& C- N
No Load
2 A: l$ ?! x, w+ [' @Open-end fund
% _* N. ~& n% Q+ e9 m! T$ COptions; z7 {% X; s( _. e' q/ } u9 M
Pension plan4 K6 n% l7 L9 Y! F1 [
Pension adjustment& I8 @( R( k$ M+ G: x
Portfolio8 I) U) B1 _ m8 u( ?
PortfolioPro3 m- j$ t5 K. G& e; C
Post Secondary Education Payment$ V+ u7 b: _" a# q2 L( a1 V
Promoter
: i4 O" D) s) s+ }2 m# l9 M+ DPremium
( i4 {% X$ {2 t* P7 UPrice-Earnings Ratio
# M3 \' |# i8 L" D- f# f6 pPrincipal. v2 m k9 F, ] ]8 x7 f
Prospectus8 ^3 J+ q& M$ c
Quartile Ranking. c. c& h3 T9 z: y8 C! K8 [2 E
Registered Education Savings Plan (RESP)
" o$ t) Q- h! W: [+ P2 @) }: ?5 fRRIF (Registered Retirement Income Fund)
9 V1 M+ W9 R: a+ P. ~' GRRSP (Registered Retirement Savings Plan)
# K" u7 N1 L0 YRecession& _0 x6 m. ?4 \+ A) I
Relative Volatility, a3 X7 D: w1 w2 _
Return
& a1 \. ^. F# ~Risk ' ?8 P. {8 E, ~. S4 I6 u2 p& V/ k
Russell 2000 Index 4 ], _7 v# O* O/ O
R-squared
6 F& ~1 u2 _) h9 r" \) jSales charge0 F2 i# M, E) Y5 g, r- l' G
Sector Fund
) R2 B: t% u6 \6 M2 GSecurities
2 G/ h3 ]! Z( a6 u' k, S$ B( YSecurities Act
* p% m+ U) h0 l) w/ CSharpe Ratio! q3 v* Y1 Q7 o' }8 P
Simplified prospectus
/ p5 T6 A. R4 u2 R+ m; g3 hSortino Ratio6 |7 u2 x. X E& x/ m7 @) q
Specialty fund5 Y1 }6 n# x: U7 W# p" K6 [/ a
Standard and Poors 500 (S&P 500)
( G J. j/ `4 e# d, x- ^3 mStandard Deviation
8 I+ ^3 u! c9 d' q& `Subscriber& U/ K. b) q/ A8 D' {& B
Tax credit! {* Y1 z t8 S! h! Q
Tax deduction
; ~* [& C8 M8 cTop Holdings5 p& ]: {. a1 ]2 p7 z( [
Top-down investing8 }2 _1 A" M' X2 m
Transfer Fee/ L3 s z4 x7 z' B/ _
Treasury bills (T-bills)
& o5 S* P; w+ A2 UTrust
6 p0 V3 q. E+ p3 l3 M HTrustee
4 {; s4 x( F# p! ^Turnover ratio " Q1 ^! R7 c2 |+ v8 p5 {: Z# `% p
Unassisted Capital
' v5 t* L5 ^) \+ p) gUnderwriter+ G4 E# a% b6 X3 R
Unit trust
4 t. e4 b! j1 j/ a/ vValue funds
& ^: ?5 M8 d6 M2 L6 y* BVesting
4 } Q+ A8 b2 I3 ]Volatility- Z9 }! X+ Q3 Z+ J2 t; V4 u- Y
Volume
, f! e" [$ v$ d5 l& G2 j$ _Warrant9 `# w3 | A4 l& L: [5 C" g
Yield
3 L1 A- r& @/ y; b* FYield curve
2 ?: V& e! a7 }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
