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Account Type4 o2 @8 v9 d+ j0 C8 c
Accrued interest1 @% m+ s4 j# ]4 Y* a: @ O$ \" D
Accumulation
8 n% {5 R% I+ @, PAccumulation plan! G5 g# j/ z0 T9 I; ^% @& I
Active management
2 W) k6 x: A3 l' w& i1 u2 ~/ Q9 w/ S- PAggressive growth fund / m! S% p6 d1 P" W; c6 x) D6 K/ j
Alpha: N( K3 u. j w( R% p# G
Amount recognized $ [% i4 r6 U4 i: A6 G, f) \2 [
Analyst - Q5 Y# x: V3 ~" V( U3 y
Annual effective yield
3 c3 {, C& }+ PAnnual Maximum Payment Amount
; l' X# f( t! H" O( o7 d2 X' s3 ZAnnual Minimum Payment Amount # S! f& z) a9 d. ~6 \& N! Z* X
Annual report
0 y6 ?; ^" L4 b) w) f' l V9 YAnnual Return+ G% T1 ]3 r5 t' } S* q7 {3 C* N; O
Annualize
$ X4 Y% G$ k$ f' }6 LAnnuitant
/ X( b. B+ {+ ]/ U4 x' LAnnuity
, ~/ ?2 O4 H7 n+ zAppreciation3 I- w J6 v; h1 E9 B
Assets / M3 S) j2 z5 x, a& b
Asset Mix " V1 W. I$ b& V6 d6 \
Asset allocation
7 ]5 ^; N4 V% M) c% n. VAsset allocation fund % L$ K! V. \# m' Y9 C7 \: b
Asset classes
, ~0 s' s+ M G( _Assisted Capital
n9 i9 A3 j: _$ E& w$ ~Automatic Conversion
/ }& \1 @! w' @4 W1 w, [Automatic reinvestment) O( z; `' D: y* ^* E5 y* q
Average Annual Compound Rate of Return , k* T9 O4 |$ q' e/ D
Average Cost per Unit/Share
. `' w, }( |4 i: p' x \; ~Average maturity
2 L4 D9 W r2 z- M# |2 e: YBack-end load & o5 C: [( I( @
Balanced fund
7 K$ B( N8 c$ ^" zBalance sheet
8 H1 s9 a% p6 _6 d6 S. R% nBank rate5 F: {$ Z; j; U8 @8 G ~) c
Basis Point ; h0 @) w7 H, Z: I# { C; ^
Bear market7 P8 O0 M2 H2 T1 U& v& Y% w
Beneficiary
3 W9 X3 k% l0 [% `$ L7 c' lBeta% c1 f# _4 g+ S7 a2 T$ ^- Y
Blue Chip
, o& t* k( P/ BBond
! {/ P5 g) h1 OBond fund 0 I+ |& Y# Q' I" S6 H8 {
Book value
! e( n# A2 E# p' {: UBottom-up investing
" g/ \, e* ^: Y9 h* P3 M' SBroker* P$ N8 j+ f. U" R5 Y4 a
Bull market" E5 b9 w7 k- Y2 v, ]% c/ G$ o! x* a9 {
Capital * U) C! r4 p/ r- v3 d7 O* Z
Capital Gains) `5 o2 J j0 n0 \% S
Capital loss 6 s& b' K. k$ H+ p" B$ i
Closed-end fund i0 w* s( w7 A9 P" ]
Compounding
; i( J' m, b3 u! ^) x/ {* R5 oCurrency Risk 7 i2 g( R8 g/ H& y/ |! e
Current yield ' A" V, Q+ X) e# b
Custodian & M7 }7 T9 s, ?
Debenture
n4 q- u* [2 P W5 {Debt0 C4 m- v( b% ~) d& w
Deferral
3 T+ A! Z: |1 A) U [# S1 f2 yDefined benefit pension plan0 ?) L$ c# N- j( ?+ |
Defined contribution pension plan
e5 Y4 F$ e6 PDiscount6 E+ N* B4 l' e
Discounted Pricing for Large Accounts& ]+ {8 Q: p3 A4 r, ]% p& b
Distribution History' V) P! W n7 Z0 I& Z
Distributions+ B8 T: p% L2 j# c8 v" f, w
Diversification
7 `9 j' l: v( \7 n) nDividend% P1 B) M( ?+ d" l8 X1 K
Dividend fund
) v- r: ?. _5 b' |" J! B' kDividend tax credit
# L5 C0 p+ g% Q0 N7 `1 G4 g' J/ MDollar-cost averaging2 A1 h0 U4 o3 C, y: S" O- O
Dow Jones Industrial Average (DJIA)
" G& V5 ?; ]+ B* f. d, ^Downside Volatility
& K, N) Z. Q) RDPSP (Deferred Profit Sharing Plan)
# q E) g4 s0 K" mEarnings estimates
' J0 A* X" [9 v/ @Earnings Per Share
/ B6 d' O; C4 z. ]% \Earnings statement
: Z; N( \! [% H( qEducational Assistance Payment (EAP): r/ E5 @( m/ |% z" q+ H4 `+ p
Education Savings Plan- a4 Z8 L8 I! D( j# B
Emerging Markets
$ L6 i" l) E- T2 PEquities (Stocks)
' g+ ]& d& ^2 l9 p. c: R: ^# i3 ^Equity fund
( k+ p# z$ b" J( Q' r. AFair market value$ y, X$ R+ a) g) n+ q) n
Family RESP
1 K. ~3 s; F, ]- g, h8 S# TFixed-Income Securities m* D/ Z8 M3 V, ~. a6 x
Front-end load
& @. g! z5 i: `+ x% A# w0 YFundamental analysis( Y3 J+ v8 t) }* |2 F1 I; J
Fund Number8 ?: w: C4 f4 o4 Q/ J K4 k# R: a* [
Futures% g, Y7 v6 J/ a3 V( ^- e ]
GARP5 [, z3 d0 v; F
Grant Contribution Room
" M% P3 m- }' u9 t/ p) fGroup RESP
- F, ]$ }- y, _6 t& n; tGrowth funds
7 R Z4 B- N7 LHedge
/ v5 H6 @. x, z: \$ P4 ZHRDC
7 C5 O# N: H9 kHurdle Rate
6 I. j& E% I3 i6 D% m2 KIncome Distribution
. A G$ r# ~$ ]: _/ ?% m! g- u1 VIncome funds 7 G9 S: z3 P: S* `: d
Index" H* f& @, L) y/ h% G$ B$ z" O
Index fund
1 d& C- |- u6 o' A! d4 hInflation ; R& s7 \! T( @5 N
Information Ratio
* d& \$ `6 _- i7 e& ~Interest
6 e7 W* }* h9 F) |. n9 iInternational fund. M/ u4 d1 r" z7 y
Investment advisor# @" G+ k# y. o
Investment Funds Institute of Canada (IFIC)
; N- a; h* F. g5 m$ q& a# P6 V. CLeveraging
V+ M- g( Q$ ?; d7 _5 s3 hLiquid
; @+ j# J5 d) u4 ~2 R- |) XLoad
9 k: Z5 g% n8 B2 b7 t" T5 u# iLong Term Bond
8 f' Q! }. M2 @$ _Low Load (LL) sales option$ c: ~: z5 y1 [
Management expense ratio
8 U: R m7 `1 ^+ F! [2 A" eManagement Fee
5 V8 }' G L6 b- N3 X: _0 N' LMarket Value of a Mutual Fund
1 b o3 K9 V9 wMaturity8 \, m5 J! S$ ~: k4 L& ]1 t5 Q- m
Mid-cap$ } e$ r- r& Q7 E1 ^" Z
Money market fund
3 H+ R+ _0 K9 lMoney Market Instruments, v; x: Q; o# S2 U, f5 g4 y) x
Moving Averages
) s6 N7 |7 ?5 C3 H1 @7 {# XMutual Fund* U9 a, R* e6 n/ ^) F" K/ |# q+ J0 F
NASDAQ" j, h2 G5 u5 U2 n& F0 ~
NAVPU( I: q& y# }7 a# C
Net Asset Value
! c/ V# x0 t1 L: Q9 M! R) S, PNo Load" u3 k, M L. x, o& g2 a! G* _
Open-end fund
; L4 _6 h+ a1 {. e& M/ g- cOptions
5 d" b1 p+ e$ R. @1 F+ W* MPension plan
& |* I7 o+ ]' h4 ^Pension adjustment
# @8 C# [. W- X# {" \3 t1 gPortfolio7 s) c: e& {, @2 u @# r( u
PortfolioPro
3 f/ G; Y$ u( h( hPost Secondary Education Payment, ?6 _$ y( K" W( m0 G
Promoter4 b9 _; D+ O$ }0 Z" ^' L
Premium; X# m: l0 u2 [6 F
Price-Earnings Ratio
+ G$ N- b8 L$ b6 t8 S- c% ~Principal9 X/ A. [/ _, g- a3 s0 O
Prospectus3 k/ h) o* X5 ^# C) I/ K
Quartile Ranking, u& p& Z5 I5 n, \* o( Z. F
Registered Education Savings Plan (RESP)
0 R6 U: X) ~1 Z/ v7 LRRIF (Registered Retirement Income Fund)
* `( ~$ c7 c/ T+ B7 l: ]: D8 aRRSP (Registered Retirement Savings Plan) 9 [2 o3 C n7 S8 t
Recession
4 b/ \5 K7 @# P' r2 W# ZRelative Volatility
( T+ Q" U9 E/ H* b2 z _' zReturn
, c: j$ K# t5 vRisk
# I( \$ @% E" C: P4 X9 W( ARussell 2000 Index
- p1 w- Q0 }( I2 o% b% g0 Q! q' ZR-squared
( ^' @" _) K3 M" W/ ~7 X$ e0 WSales charge
/ G& \1 c5 U( \6 NSector Fund 1 E6 p2 O' n7 S2 V# j& @
Securities
6 L8 Q$ }$ t- BSecurities Act
) S; A3 A- Y6 t* |0 ^0 w$ gSharpe Ratio3 P8 D1 p( t) n: n. U# ~4 j
Simplified prospectus; {* |4 i; W/ H8 S, i x
Sortino Ratio9 o! `+ E) R% b) N
Specialty fund
, x. H# M. R/ {7 T: QStandard and Poors 500 (S&P 500)
$ V- E% i( [8 K3 H! ~Standard Deviation 8 |2 @7 Q" O% x5 T9 Y
Subscriber
& ^/ M& b& P6 V1 _! sTax credit
0 @+ o1 {# T* C' r2 n9 aTax deduction3 k2 s9 q; G5 |8 z
Top Holdings
7 b$ g! B. k' l: x2 M) lTop-down investing& p! i4 L( D' a- z! G
Transfer Fee
8 Q' j1 q b/ d& A) ]Treasury bills (T-bills) 5 K1 q, I$ Y3 c7 c! t6 U6 ^
Trust
9 [7 ?6 }3 d* K1 u, o/ E" fTrustee
6 r" n# ]: j3 `( ]: ~: j" u- uTurnover ratio * ]) K( ^5 b6 _) ^: }% ^8 _! X7 [6 k
Unassisted Capital& Z( z2 J# H* _. v, Y1 n+ |
Underwriter
0 `6 _+ K9 m N* g9 UUnit trust6 e5 T; o) S( I8 t
Value funds . v; H- P$ q1 o [
Vesting+ c6 N, M$ d1 s, H; {( G/ O7 e
Volatility
: e/ z3 ]) ]9 D a7 ?' iVolume * U2 e8 }- O. G& O, n: A* U$ P
Warrant# [! W, k* x/ o' M$ j; M t0 i
Yield
8 v$ v# T- w3 Y9 LYield curve5 U: _5 W5 X J" R8 ?
Yield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
