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Account Type4 X' J- h3 N M# C r2 T
Accrued interest l6 q! E r0 R$ B$ ?( M
Accumulation
" ~, k6 i! @& W' |Accumulation plan) F4 g4 D, F1 X! M, g
Active management
# A$ u. \. s7 H- A, D7 eAggressive growth fund
, z& a. a4 F6 m2 aAlpha8 g* D1 p1 @; o- z! I$ ~
Amount recognized 5 V0 G* E( _8 @" `- h% r
Analyst
) Y! }% s: M5 i( j+ KAnnual effective yield t" y9 p! f' w* t! `
Annual Maximum Payment Amount8 d) p! j* v- A# ^2 g7 A# m& m
Annual Minimum Payment Amount 1 ]/ q% [/ n! w& w2 v! u3 S
Annual report
2 z7 m& {* \: HAnnual Return
3 c' ]: n% c( i* i. SAnnualize
8 e3 f6 m: ?# z' {+ X+ PAnnuitant 2 Y& c5 e% S9 k$ k( P
Annuity ' W6 u. H2 K, O u) {1 r# v
Appreciation% m& Z/ b( |) ]* _# x! e9 K5 G
Assets ' S& }' R( d1 f4 Q9 s' j
Asset Mix
% Q: d/ [5 G% ~0 e. C; j5 L6 OAsset allocation
, p' y, K) s' L" qAsset allocation fund ' d5 b' b ]' F& p! n/ H% t
Asset classes
9 ^" m+ \3 n9 G8 x9 x! B! dAssisted Capital 4 N/ X8 Q6 y: ?1 A$ O/ t
Automatic Conversion
3 P, V2 ]6 N0 ~ v; ]$ xAutomatic reinvestment
5 D9 ^2 n4 Z) a4 n) VAverage Annual Compound Rate of Return $ T* q. ?; n, c
Average Cost per Unit/Share) A. U/ F9 R6 D) ? ^; E
Average maturity0 M ?9 D/ d$ `) y. r; N
Back-end load
5 \" `+ u. M) i0 i0 GBalanced fund , y6 C9 \% K9 y5 Q, r
Balance sheet
& j9 Z6 A* ?' l: S0 {4 ~0 qBank rate
7 n8 d8 O2 n, n6 \Basis Point m, A$ u$ T* D6 f8 M& U
Bear market6 Z+ e; |3 L' o+ {% y& q
Beneficiary
9 F6 c8 r2 |6 R$ O4 l# eBeta
3 E/ A4 M! S& n M7 lBlue Chip
: k( Q7 A% ` f8 ?Bond 2 b9 M/ F4 }( {- B1 u) z+ y
Bond fund 7 n5 W7 N; v- R1 q$ H
Book value 2 f- e: \1 f; w5 r# E! o6 M: ?
Bottom-up investing 7 @; k2 L* u+ \4 \0 |8 ` S
Broker
7 E! W% L! f) U& [( Y% ?. RBull market* R6 i( R3 ~1 `
Capital ; f/ _: ?/ y0 W1 k ]/ { i+ \# v9 z
Capital Gains$ }4 r' p+ x. P: n; F, v3 ?* l, V
Capital loss . i: X0 _% w2 \! u' c$ B, k2 _
Closed-end fund
( t4 R+ q3 D/ {& w- dCompounding
' B( ]$ Q& c! d; i% N: e0 Z6 [; qCurrency Risk
, z2 E! Y! @; U& H. s' TCurrent yield ' W" _+ o. u- G1 U. ]5 f# n
Custodian
1 W) B4 F; ~; k6 {Debenture' e, _, T* f2 l, [ m6 p
Debt
$ U, ]6 K/ B0 N2 W) A1 dDeferral1 E. O E# T' g8 u6 _2 r
Defined benefit pension plan1 Q8 F3 J b4 D8 ^2 V6 o2 l6 k* a) A
Defined contribution pension plan2 {5 w' u% v- N, J: P
Discount
% W8 I& p5 s: D; GDiscounted Pricing for Large Accounts% U$ h0 E2 w8 S% o6 ~! N
Distribution History+ z. | J% J) }9 M, B
Distributions
9 d7 m6 ]7 @6 b3 h4 o# ?Diversification
. K- C2 z5 o6 z8 QDividend
8 C9 V0 d; B7 j% o; T, h+ \' tDividend fund
) w# ?/ P0 H6 o+ w: [Dividend tax credit
1 B! R6 S2 B$ f5 T# @& XDollar-cost averaging, W" F! y8 ^" I8 X& i5 a) R: |
Dow Jones Industrial Average (DJIA)
x. O, d9 P: U ~/ u0 n! a6 ?Downside Volatility
# p: _* ` n" i& yDPSP (Deferred Profit Sharing Plan)
$ h% d2 J1 c9 P) l, yEarnings estimates0 C. q" r- @, ?2 t( T
Earnings Per Share5 Z+ x3 b: g6 f a; \* G6 |
Earnings statement
7 @6 n- w k; P8 s. A: @) i# BEducational Assistance Payment (EAP)
2 |$ M# T, I u( YEducation Savings Plan6 I/ {* t& T3 B+ h
Emerging Markets, F; R/ |4 z1 _7 N; V% C9 M
Equities (Stocks) / Q9 M! ~% p- o" q1 P% R
Equity fund
' t$ K p3 k4 @. ?5 hFair market value0 r7 G6 C, \, E2 I" {! c) A
Family RESP
) T [1 w* I) F* @, i1 h& Y V" tFixed-Income Securities
h& W- l8 q. N5 J% ]: p3 \Front-end load: u$ j1 \$ _8 p7 n! d% Y5 ^0 c" s
Fundamental analysis( z+ T$ `6 {3 R& d
Fund Number8 Q3 d V" `7 W! @' _' s
Futures. \7 G* h' b3 ]# V; n
GARP, Z' F: @; n4 k2 c; [' L6 j' X
Grant Contribution Room
' O( e7 x; C* B0 u5 p* p4 _5 w6 JGroup RESP
1 M" o0 B( r) W3 iGrowth funds % z; W& b# p( j* w& h. P: h
Hedge" B& D Y4 q5 E$ e1 W' k
HRDC
2 _' s! B+ e, ]% eHurdle Rate. k" i# ~/ N/ W T1 q! O
Income Distribution
! M! Q6 f d0 n hIncome funds $ a5 [% K1 S$ U6 ]
Index
9 U' f1 Y4 w5 f% o% wIndex fund6 `. h7 z+ s% P2 z/ h; H2 G5 F" J
Inflation
% f- B& |8 t/ k/ BInformation Ratio
+ _$ F* s5 I6 v: }$ b/ vInterest
& m! c5 T/ E/ e6 NInternational fund
6 w+ W* t9 q, {5 p, ~1 |Investment advisor
: w0 e5 w9 l/ k( m- s# [# H9 fInvestment Funds Institute of Canada (IFIC)
4 V* d# b2 P; v) ?+ VLeveraging8 q$ s; @+ ?5 z' g( S, G( m4 U) m
Liquid . ~% H8 d* k9 c
Load
5 ]; X2 Q F: ^. G" G/ YLong Term Bond
1 A3 X) ]) a0 h6 D& X. ?9 cLow Load (LL) sales option) _; a0 C& D9 a2 E$ G5 n% R9 J
Management expense ratio6 }# {7 p2 q- i7 q& D
Management Fee1 X: I) p+ b2 e1 t! y4 D
Market Value of a Mutual Fund. o/ l# f) Z3 ^ D
Maturity7 g2 H+ N$ b2 Q% Y( K' b2 g
Mid-cap
: l. F5 L# j* C7 [9 \+ _Money market fund
. q* X. Z- G: O, u6 h$ A8 VMoney Market Instruments6 w: p6 s3 Y9 b" Q" I
Moving Averages
9 I9 |! r) F9 Y7 W. q$ U" V! u, JMutual Fund% m2 q' w. N9 Y, M; e6 ]" M5 g
NASDAQ
) x& M# D! ` l7 aNAVPU6 a, s( V! a( B7 _3 J& ^8 U o
Net Asset Value; {4 r# p! G' d% F# O
No Load/ ^ ^/ s. k/ ^8 h8 Q
Open-end fund/ d: F1 K6 E- H+ Y0 ~9 E
Options
7 I3 z4 f4 [) n& S s0 _+ QPension plan
0 K: {) o8 J- t* x/ W! ]" B; OPension adjustment
' v& o7 _3 F% A& x% A. @0 y1 E6 n; TPortfolio
$ I* `4 _, I0 kPortfolioPro6 F' I. t% u& ]$ K! i
Post Secondary Education Payment l( z6 z. M1 A9 P# v
Promoter3 o( y6 T1 V: j+ t2 _! A9 [ K- ~
Premium, Z1 E; }/ i; t& F u
Price-Earnings Ratio% M) e( A$ S* d
Principal& X7 Y& p. B+ k$ I2 [- g0 o
Prospectus8 F4 L& A; ?; |( ~. _+ u i
Quartile Ranking
! R' r& Z/ @* t5 A" H ?1 h8 CRegistered Education Savings Plan (RESP); f V7 j* n9 Q9 y1 Q
RRIF (Registered Retirement Income Fund) 4 P! d; D- A* H9 U. ]5 u
RRSP (Registered Retirement Savings Plan)
5 |. T9 P' y# }9 O, n. a+ TRecession ?5 N# s" u& g) K5 E7 N
Relative Volatility( S4 t+ I; a, g3 A4 Q
Return
( O l# l8 \4 z3 `Risk
: y: v5 e/ f, a7 w( RRussell 2000 Index ! h( c4 J' m3 ?
R-squared
9 s' W, [# `, {. p' ISales charge) O) H* J- j- G5 T3 c5 ~& I
Sector Fund
3 z( V3 O2 B8 b* ?+ \6 u1 YSecurities: a: J' m" D6 b
Securities Act
: k$ w7 X; o% ~9 I, _6 D4 @8 R6 `: H5 hSharpe Ratio/ Z5 x. D/ k. j1 z, c
Simplified prospectus4 D5 s$ m0 y" R4 x7 Q! d3 C m
Sortino Ratio+ k) g/ S) b O; h, y5 G
Specialty fund* V* x8 l* M; |; A* }* C
Standard and Poors 500 (S&P 500)1 }5 y8 T' I) O/ d) X3 i1 J
Standard Deviation
( N. }" n8 d: O* u; A8 l# HSubscriber# M7 k( a0 A% |- A
Tax credit
& ?, a% g# a0 XTax deduction
: c& s& f/ g' @: F- ~/ I( i2 }Top Holdings- n- O; b# D/ c8 {. q5 p
Top-down investing z) v4 o1 l, M2 l9 y. V
Transfer Fee
$ F0 w) N" h) w- L3 UTreasury bills (T-bills) # ^& S$ P8 @7 Z. r Z
Trust / N* \% t! g5 Y2 j% y% V r, Z( b% \7 x
Trustee! w4 w6 Q1 K) O) y2 U; Y% R2 ]
Turnover ratio : |- v4 y+ u w
Unassisted Capital
: x: U' _ N4 {. J9 C7 X( h, q9 aUnderwriter A* \& d* W0 ^
Unit trust; _0 S! [ ~( l9 X: R0 M+ j$ Z1 B
Value funds 5 q$ }) u2 m; Z# H6 D8 j" _
Vesting
5 ?& H j) R/ D7 f# U3 ZVolatility
; C: Y D3 @! `9 `# E" B! s4 YVolume
$ q" c( }: v, L f: ?Warrant
- C: _3 y" Z/ m6 ~3 H9 F' @Yield6 K3 Q9 }: Y( ?; m% I0 ]. w5 I8 o
Yield curve
+ q* z2 R E# C I! v% fYield 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
