 鲜花( 0)  鸡蛋( 0)
|
Account Type, \! `! Z! y' p8 f& c6 I2 ^7 L7 h1 L0 N
Accrued interest4 K( Y7 R0 J9 M( h2 |
Accumulation
0 y& ?& ^! Q- mAccumulation plan
6 q) q& {3 P4 H" K5 Z3 rActive management
' n9 U Y# [- G/ o5 I9 hAggressive growth fund 3 E* @+ d- `$ t0 _; \
Alpha/ [. E: s( e1 W
Amount recognized
! T2 \+ G5 N# `& E% x jAnalyst & L+ R3 K. ~! }3 y% E
Annual effective yield : g" _5 M' V* V @3 E/ ^1 w
Annual Maximum Payment Amount8 F8 \" v) U6 o" ` E$ c! z/ C
Annual Minimum Payment Amount 7 f/ K# m- ~: ~8 v1 c2 H
Annual report
L. t# s/ H+ Q9 j4 a9 _+ l6 |Annual Return
* T* c F5 F9 e; x \! h% RAnnualize
# b/ n3 |, }* xAnnuitant
) S1 G0 w$ Y1 n. J6 Y ZAnnuity
. R; h& G4 J& r# ]# X/ T; S+ `4 @. C, P: XAppreciation
8 s" x6 L) u" L( t; wAssets
8 h$ Y4 O% ?% y, ^5 C) V) g$ n+ J8 ?Asset Mix
4 w/ M; H9 Y% XAsset allocation . [9 Z1 `' |) `3 j* G4 V5 Y5 ~
Asset allocation fund
/ o# n9 {( p* k* J/ z A- {Asset classes : e: [, V$ r/ d$ g
Assisted Capital 3 i* o5 v) z$ n5 t# g5 R
Automatic Conversion
# r, d9 W9 o% ]Automatic reinvestment+ k4 d* ?, K! O
Average Annual Compound Rate of Return
7 I4 ?& E, ^1 \" rAverage Cost per Unit/Share/ z) h9 j0 U4 F- h
Average maturity
0 |' m! |* r6 ] k+ T0 aBack-end load
: x0 w6 i6 _6 Q5 m2 M3 w) A! j$ w( C |5 s ~Balanced fund
; l5 x$ }8 _2 |1 H0 N- y! WBalance sheet
, t: e' C1 r. R* K6 Q3 CBank rate
% o1 z ~+ A/ i: o' bBasis Point / h3 l/ k" F; V v
Bear market
' r6 C& f- p2 j3 P8 B8 r o" XBeneficiary
) I7 z$ T3 D) B! [$ F, ]. y+ \Beta( a# ] X5 C; A
Blue Chip
% Y4 S/ }& p3 T8 c) J9 Y' u ?2 {Bond , R& e" A/ G1 r2 {" D* ]* X" b! V
Bond fund / ^) n. ?$ n; b4 r, I- {' r0 l
Book value
+ ^) `/ N8 F0 `0 U4 {' G4 _Bottom-up investing , ?2 G0 ^/ _' {, f: {( @
Broker
! {+ H( Y5 i+ E. l T' r1 x3 K$ _5 ?Bull market
, Z u' ]. A7 ]. O1 C lCapital 7 K2 q0 `. E9 A) s4 t0 _; T- C
Capital Gains
+ q3 y! J7 b4 N( w# m$ P8 zCapital loss
5 I2 t' N1 P8 m( ^" _* T8 AClosed-end fund 1 j) F, Z! U d9 w0 y5 b+ `
Compounding
) z0 S4 M: t4 D1 n% SCurrency Risk
8 L6 C# e" _, W- S! GCurrent yield
4 C5 K/ F: k: q$ OCustodian # z# s, i& ~+ C( \' C
Debenture
1 E% X* c0 M" h0 a) _2 M. tDebt$ y; }4 @+ t, N* Y4 H6 T1 K
Deferral9 I0 d, H3 S ~4 m% n9 T( l; G
Defined benefit pension plan
7 O5 _; \$ C! e2 y) ]+ jDefined contribution pension plan
I+ y1 n9 A+ p2 wDiscount- ~& T8 K$ f/ Y
Discounted Pricing for Large Accounts/ c8 O( u8 D! k5 r% ~
Distribution History
; P* n8 w, h9 o% W; GDistributions7 `$ f& q- Y/ w& T% g
Diversification
2 v) n/ c5 b8 x3 ]/ ?' p; Y/ fDividend7 b# f+ M: S! U! w9 o* d: l: u4 I
Dividend fund+ z) ~/ z' K/ s, p# N
Dividend tax credit
. ~6 H( I5 s3 h, L0 FDollar-cost averaging6 |: _; b7 I+ L
Dow Jones Industrial Average (DJIA)' h; C7 k. S" l; X- C
Downside Volatility
$ h: Z5 U9 h9 @* v8 F' QDPSP (Deferred Profit Sharing Plan)
; }9 m8 v4 [) }* j& w3 sEarnings estimates
& u' x l/ A5 G% J: ?: w; SEarnings Per Share
# e' w4 [- L1 `' L ]# @Earnings statement
/ @" U% @/ F: aEducational Assistance Payment (EAP)+ F: H0 |" L$ [; ~% a1 u
Education Savings Plan; s; b: T" Q( g. t. I' R/ W
Emerging Markets- v1 x0 ] g; O! }
Equities (Stocks) % z1 Y+ T ?3 Y2 F( {
Equity fund* M. m+ r. ]! q, h' h
Fair market value
5 \$ V+ Z9 c3 S" E+ }5 @Family RESP4 t" p+ `6 v- x' I
Fixed-Income Securities
9 ^% q/ I# j) cFront-end load+ ?+ z q4 o7 C! L$ {
Fundamental analysis
7 G8 D) V) F2 p, P% c6 ]* bFund Number
$ f9 w, Z/ b! n& |# A$ HFutures
) A" T' j/ [! O- nGARP
0 k# ]& h j- Z3 o7 W; M rGrant Contribution Room4 \( L0 P0 {" r
Group RESP3 V1 d8 w* u* K' }1 j* l$ c h% G
Growth funds - ^" P7 _. `7 J, }0 ^+ R3 V$ o4 n
Hedge: a. `( |9 E7 E* `& ]2 H. p# p
HRDC
8 _* Y/ c* [( i8 j) |7 Q* f: t* [Hurdle Rate
0 c% ~$ }1 v. {Income Distribution
; s* `$ f. d' ]+ ^3 HIncome funds
) ~2 q$ W& A! f+ j1 fIndex
+ h7 _! b9 t- |9 k* q; J, PIndex fund
3 L/ M, q. C" m; H. b1 |$ l# lInflation
+ L. ~8 \& E2 z' j/ l' jInformation Ratio ) X0 V# {9 H/ k @& [6 _
Interest 8 v+ M5 |# x% S
International fund
, H! E9 ~1 {- j" e; u+ }Investment advisor
/ s' `7 N1 b, O- c- fInvestment Funds Institute of Canada (IFIC) & d: s& U3 K2 u
Leveraging! V. N, m2 G2 D6 { D2 U4 E3 e
Liquid * A) E- m( J5 c% G7 \& Q
Load
* _5 j$ C* Q. N' E) ~+ SLong Term Bond$ k" k L7 I/ r0 \) e
Low Load (LL) sales option
" N, g+ u. a5 l) KManagement expense ratio
% G. X9 E7 v7 [3 {) s- [Management Fee: H3 U3 T( y a2 p
Market Value of a Mutual Fund
5 R. H6 z# R6 P: ]" [Maturity, w3 {/ ~8 k* ?0 Z
Mid-cap
4 a' j# Q# J% `1 |' R3 I/ m+ gMoney market fund
" k/ K& c0 r w) ~Money Market Instruments# p3 S; H8 l& v
Moving Averages1 k9 \) Q( M) h
Mutual Fund }( f( c* h' ?, Z; w$ h
NASDAQ
2 `0 t. N) m6 q6 S. uNAVPU
% }1 b9 y7 {1 wNet Asset Value" }0 M" a# U) K" t9 T1 p& M
No Load
( o' N1 w3 _# F, F. E% zOpen-end fund! x' O J- s' _; t
Options# w( | z& ?+ t' [" D
Pension plan
- o, e* H. U2 Y( q5 uPension adjustment
$ u( U& c P7 e8 L& A( q2 kPortfolio- o: ^# K* y `/ t
PortfolioPro8 [5 E0 E$ L _& S- V, s
Post Secondary Education Payment! u( g0 U& {# q' M* c8 u
Promoter
( K e' y+ D' d o& [7 z: oPremium6 F, E6 F* D) D
Price-Earnings Ratio* q9 R8 {0 p0 i- T
Principal
0 j+ k* `. F, h$ _Prospectus
$ Z5 P, N" v2 I+ i) k! AQuartile Ranking, q, J, _% L' ^7 a6 l" X3 t. k+ q
Registered Education Savings Plan (RESP)' {9 I0 ]1 h2 ?* K( q
RRIF (Registered Retirement Income Fund) 7 F2 v5 j7 Y1 a8 b
RRSP (Registered Retirement Savings Plan) ( D1 M6 D: h! v/ z5 F3 O
Recession1 |. S- p0 Z9 ?
Relative Volatility% B9 [2 l' l& X1 H
Return
# r- j, W* v6 ~4 F1 gRisk ( l* f$ Y/ H f/ F8 g9 |
Russell 2000 Index $ E1 V, W; i1 g8 V/ s( u8 V. C& O8 |
R-squared8 ] n, K' D" J
Sales charge
& q1 J N9 e) k: z/ ^* gSector Fund
3 x U- ?! W# I. t- J3 z% gSecurities: X% S4 w4 G1 R% u6 |
Securities Act
$ }- q3 O7 e# k6 f7 n& Y* lSharpe Ratio
6 M( X" @1 K+ j5 a. a. } DSimplified prospectus( ~. {3 k! m( e" G; ?2 ~6 u- q
Sortino Ratio
, g) S8 U8 A# q: H, a9 XSpecialty fund2 }% c$ w* B$ U- T; H* h0 P+ s
Standard and Poors 500 (S&P 500)1 g2 u. p) g2 \2 j1 ^6 M3 f0 a
Standard Deviation * f" Q ^0 }) B: L; P
Subscriber3 r. J" o( ?8 g) n g5 H3 W
Tax credit
6 Z8 v* Y& c1 T! }" t7 j5 P$ gTax deduction
! I& h$ i! D8 I! O- ETop Holdings4 G3 i7 ]+ k4 r7 S+ C) `5 ~
Top-down investing, p4 E5 T* \8 Y- {/ T8 n6 k
Transfer Fee
" C+ C3 U" k& Y+ Y, [! n3 BTreasury bills (T-bills) ) l/ ^8 c( E; Q9 P! V1 @/ T6 j, _
Trust
* K5 B; d/ T! d! @1 NTrustee( r$ a0 Z' H$ N( t3 m
Turnover ratio
3 s9 A D; `- _! o6 m _ IUnassisted Capital
4 i; p# ?7 m+ wUnderwriter
6 s$ ]% w( p0 D7 x* I4 wUnit trust
" l- ]5 N3 m8 P/ w" jValue funds 1 U! z4 a7 y2 ]/ h+ U+ j
Vesting$ l! A5 K& b2 w
Volatility) o, U, Q7 |. I _
Volume
# b% W' l- o6 U: q1 F# CWarrant) ]' j, @+ y& h/ n" Y( M
Yield
' e* w3 ]( l# q& j8 q. ]; dYield curve
, X, N" ]# e9 D+ \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
