 鲜花( 0)  鸡蛋( 0)
|
Account Type: X! p% M0 m5 f2 `- _/ s
Accrued interest6 v+ W2 c6 _/ p! ]; j+ N- T
Accumulation C. ~6 A7 ?& D
Accumulation plan
8 k( C, z+ d6 I; K) MActive management
9 E1 }, q* N! l g9 AAggressive growth fund
- e: M: N/ \& o; S9 g) {3 qAlpha/ K5 @$ d5 S% z: ?9 Q* y* p( f6 J
Amount recognized
5 y. o& g. S: r% EAnalyst
d$ U3 R6 ^0 jAnnual effective yield " g2 c5 f3 @6 e4 M& f
Annual Maximum Payment Amount7 M- X- A& |; v( X. Z9 k' p' h
Annual Minimum Payment Amount
/ x. ^7 l$ k- s2 z5 B4 zAnnual report % K. e& i' `8 y# ]
Annual Return- M: r _$ h/ G z
Annualize
. r5 V1 [! Z/ ?! h$ z& rAnnuitant
, b1 Z8 s$ k" V) G5 i5 k" D6 FAnnuity / y8 }$ w% ]- Q0 p( {8 T& p
Appreciation$ f+ d1 \# v8 D# e2 }+ j- A* H
Assets
2 g T2 F9 _, F4 `# @Asset Mix
8 B6 V, q9 p7 f3 N: eAsset allocation / \7 r! R7 T9 e K7 _3 R) p
Asset allocation fund . V7 |9 [1 t, J9 t7 r9 Y6 F8 N# s
Asset classes
: n' N% q, {% d# D* }Assisted Capital
+ h: F$ L) s. @2 ]& O) o \Automatic Conversion
5 Z/ ?% P' r: tAutomatic reinvestment
" P1 B) Z( F8 C5 H$ j; BAverage Annual Compound Rate of Return ( G8 f Y! T. c. l# A
Average Cost per Unit/Share
: ~4 m+ \8 X/ \4 iAverage maturity' H) I; S- Z# I6 G3 m9 e+ x- y
Back-end load " X* p* R" i8 G
Balanced fund
3 l* C- n; V9 R$ @8 r8 F7 f" lBalance sheet % E" _8 j: n1 u) {7 z* ]" x
Bank rate. O" P& x7 n s( f9 d
Basis Point
, j4 c( ]2 A& s i$ OBear market: F7 N; J+ v% k& I( g. v2 Y
Beneficiary
U" f" ]; m, j( \* [9 zBeta
4 G6 i3 U% L& l# BBlue Chip
. y7 h+ I2 z( c1 hBond 5 G- h, u f2 S
Bond fund 3 e4 L7 l, z& X) C
Book value
' w+ P/ K4 C8 r6 n( \Bottom-up investing
) E7 {, i" `0 }" x/ g( {; R; GBroker
) T* |6 v! r$ i# Q% J0 hBull market9 E& \- w% f% L
Capital
. }$ ~1 \; q( M+ p }: j; m4 gCapital Gains, ?/ o$ [7 _6 R5 @* X$ b
Capital loss
4 s& w: e+ h/ i& A. x6 x2 k2 DClosed-end fund 9 p2 `/ t, a- a/ C7 d! j) [" @/ U0 O
Compounding # |) j' D+ b' \% c/ H9 y
Currency Risk
X; ] b$ N, l7 s; J: SCurrent yield , V$ N7 ~# A6 S
Custodian
# d0 X) d" K: m# w9 `) UDebenture7 `# U% i3 ]: c% W4 f
Debt
4 Q0 g2 t+ `6 [, U! T. ZDeferral
7 h& F7 ?# _9 J& T- b) vDefined benefit pension plan
2 n2 ?; O2 t0 \9 h7 T% e ZDefined contribution pension plan
1 H. U3 Y; H& j aDiscount
, v5 @# d( u0 C+ R/ `" b0 |8 r/ [# ?Discounted Pricing for Large Accounts2 L. }9 L! V! I0 @
Distribution History; m, D$ c8 W# c) u* E
Distributions6 Z% |* s( r1 S+ N* c' C& x
Diversification
$ @2 J0 a+ E+ t" l+ P3 x% M0 I$ C. ?Dividend
3 n2 y, I0 ?8 T: \5 T( }5 V8 Q! FDividend fund& F; W; x- S2 j( H/ z5 z
Dividend tax credit3 g+ U" g i B% ^
Dollar-cost averaging" _9 U! o7 {/ x2 M# X) ]: h5 [
Dow Jones Industrial Average (DJIA)
4 Q! C/ S% X% K6 X0 _" [$ GDownside Volatility
3 ]0 ~0 p0 t' LDPSP (Deferred Profit Sharing Plan)1 T. A) V9 i7 ^. L4 B
Earnings estimates
. y4 {2 H p* Z& f* p3 u/ p- r5 [: eEarnings Per Share
) A1 Y9 ~7 C) n# o, b9 z( OEarnings statement
9 i6 U( [0 N" I' b0 x' XEducational Assistance Payment (EAP)
* X, M6 \2 ^* v/ Q+ k. q5 _, TEducation Savings Plan
, V; C% q. ]% T }9 k9 e( I6 HEmerging Markets
1 \5 k0 a r `# d% |' vEquities (Stocks)
/ @7 v! Z$ N* D' i c' m$ tEquity fund7 e9 l0 H) B5 G3 j+ T9 {
Fair market value2 m9 A1 ]$ @+ A5 f0 q, q4 b0 C
Family RESP
" v8 G3 M$ K: o, d" m2 ZFixed-Income Securities: }" ?, |# o; c R; Y
Front-end load
. ^3 t9 h9 X0 f4 ~, P& zFundamental analysis
" p O: R. V$ ]Fund Number
' A+ e& L" g# V$ Y9 \8 c. nFutures% c# s {( {% ]( X; r& F- M8 G0 h7 n
GARP
8 z) k. _* a2 E( Q( E2 tGrant Contribution Room
6 j; x- k- b% rGroup RESP; ? h1 |! h' x! I% V5 e
Growth funds - R; o* Q1 b: T& H
Hedge" ^4 E0 L5 w7 e! ]' d" A3 b
HRDC* U) u. K$ i+ t9 ^( ^+ W8 h
Hurdle Rate% p: I. d, I9 C9 w9 s( y
Income Distribution
* V0 F3 D- ]1 x9 T6 t; R* Q. ~Income funds
3 g: s$ \- O( zIndex
) L7 W0 I% v5 p+ P) YIndex fund2 H$ L, P3 b$ ~& P
Inflation , X( m7 N6 L8 `9 {# f% W |, n, ^
Information Ratio
% Y A f5 G7 H5 j5 |$ x1 g; DInterest + c: G X a5 ?- n' a
International fund
( c6 |# [3 j) ?Investment advisor2 h( ^2 c& Q' Y# X% k: ]
Investment Funds Institute of Canada (IFIC)
9 w% {% v* f3 F0 vLeveraging
: `; ]# |. \) h5 Z/ j5 o. Z7 oLiquid ( S1 l. m9 Q4 e9 Y
Load 0 u# k; @9 N5 S: G
Long Term Bond
5 {( E3 e% H# G+ U; q( `Low Load (LL) sales option* W2 m' Q1 X _/ T
Management expense ratio
2 z6 R3 k( Z4 R. d! QManagement Fee' W' \! ]* c2 G% Q" _# @
Market Value of a Mutual Fund. F! u. q! S1 Y* t' |
Maturity
7 h. A S2 b0 b/ ?8 W7 I/ [Mid-cap
! Q! r: h, ?6 {/ K; d; YMoney market fund8 \9 ?5 H) N2 v" R% \
Money Market Instruments- a' K8 J# r7 o+ Z
Moving Averages t- J8 F% x, X/ @6 t6 ~* {4 O$ F
Mutual Fund2 ?7 X! v9 O. \
NASDAQ
! m* Z5 d7 I' [2 G5 @NAVPU
H$ w5 J0 ^' Z5 f; GNet Asset Value" b3 J. C2 o- f5 O: O8 `
No Load. k" `% J7 Q, _7 ?# a0 @
Open-end fund
3 d# A/ A7 d5 g$ i6 gOptions
7 b; Y. {& ^; L2 A, q4 O" N& XPension plan* n8 j0 b) v) c5 i
Pension adjustment0 L! L7 [* [. V; I
Portfolio
$ t3 ^7 S9 Z( e" @ u. K2 CPortfolioPro
; h# |! Q9 z% I) |! S; |Post Secondary Education Payment, @9 t7 {7 Q) a$ X
Promoter
( t# q1 [+ F. X* v4 ], y0 ePremium1 o4 R5 i* T- w4 t. x+ J
Price-Earnings Ratio
& {7 L$ C, p" o% O: ZPrincipal
5 t4 d. }" A/ W4 T/ R8 n! GProspectus
+ k* a: _; z; i6 OQuartile Ranking
& d$ T n; }0 q; Z" t6 [Registered Education Savings Plan (RESP)
4 A! J# `2 |8 _RRIF (Registered Retirement Income Fund)
8 ]+ l, T, ?' i/ W. ORRSP (Registered Retirement Savings Plan)
% I: k. j F" K# LRecession& o0 P! X/ _: {2 I5 ~( O. z
Relative Volatility8 b# b7 F. d) w5 N
Return
( G; Q `% E$ W' |$ m1 D7 cRisk ; Y6 z5 V7 ]2 h
Russell 2000 Index
U3 \+ J: h, K$ C' Z" uR-squared/ u, x4 E3 W" ]" g* b+ ~
Sales charge! a2 C% E* T$ ~/ ^. E5 O* t
Sector Fund
9 s( L+ E7 {- J* nSecurities
$ @: Y5 T: Y/ I5 [/ b2 oSecurities Act
) V5 f1 [( _/ y' A- h [Sharpe Ratio
: r* ]" }5 S. W7 \5 bSimplified prospectus
4 U2 t1 v2 U s* [. A: M* B0 ISortino Ratio
' b3 J( f0 A1 T: U/ B8 dSpecialty fund5 o" w0 [& C; q7 O# n
Standard and Poors 500 (S&P 500)
7 C/ D9 p$ d8 l! |0 M1 _& T* }Standard Deviation
& G6 }9 w) _5 Z" D" T$ @/ B6 ^# Z. w$ jSubscriber' ~7 ~3 G/ k0 \7 H% i
Tax credit
4 ]# E3 m7 A" y F1 }/ x' a( w) {Tax deduction: F+ `& N5 p$ S* l; [
Top Holdings
0 F7 s- f# G6 o0 S9 ?. BTop-down investing
6 m4 O* L5 {7 {0 `Transfer Fee. n4 c$ D( m. K/ D
Treasury bills (T-bills)
( L- J: B1 v: u; q; P3 fTrust
+ ^ q& P) M& N, a% [Trustee
9 Z! p9 Q$ l- Z8 ?/ u3 i, n! NTurnover ratio , B2 d2 S9 B4 d* l/ s) n
Unassisted Capital
: L/ m* L& O8 OUnderwriter) J: R. F: L$ Q8 E
Unit trust
, d3 y& B* ~2 i+ j: cValue funds 1 }4 i' ]0 b3 m# ^) I* }# ]
Vesting
8 D$ [% W% x8 D& @. m( d$ I; CVolatility7 b4 @% O" J. |8 g( z. x M2 r
Volume ! L+ r0 S! j- G. H
Warrant
2 l& I7 }9 \' L; C4 m1 c/ n* sYield! r, ~ a6 X# [2 f5 U4 |
Yield curve
% d8 W, O( {% t; U5 a7 d+ g0 S3 N) LYield 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
