 鲜花( 0)  鸡蛋( 0)
|
Account Type. A7 ^: ^* I0 [6 r/ w
Accrued interest
1 {& B Q h5 s2 L& z" b o' gAccumulation # B% a, |- q; }; n# m# H; C7 S
Accumulation plan
6 R) y" o1 L1 W, W+ [Active management2 [7 o: A8 G7 _
Aggressive growth fund
! Q$ f% G) |3 l! x' IAlpha
* I: h9 a# ~! J2 b/ s2 ~. k8 o3 eAmount recognized , X2 Q+ Q) M& ? O9 b/ {% P
Analyst
9 b7 \8 Q0 ?: A- U rAnnual effective yield
3 ^- t" c/ z& @3 bAnnual Maximum Payment Amount' j8 S: y. W2 g, U3 F/ ~6 S
Annual Minimum Payment Amount / b" q% R, Y B, _9 q' h1 ?
Annual report
9 M/ E) n0 I6 f/ I g# }" hAnnual Return
% i( F4 Y) k8 e: H6 P- C1 b& sAnnualize V6 D) d$ D. l8 N( R- M
Annuitant 9 P1 {# A/ O- M5 G
Annuity & ]! b# J0 O$ L' e3 |
Appreciation9 _1 O- f' l7 ]3 w0 `4 {) k* B4 o
Assets & c! O, T( I* |$ Z P& L6 R5 o1 X
Asset Mix : U$ w3 C* `# J/ `2 a1 v
Asset allocation
8 C" O: k. J9 \, m" E+ wAsset allocation fund ) L) D* M2 _/ S/ r1 |
Asset classes
0 x3 x! [$ j( F# B, GAssisted Capital
0 M$ Z: P/ }+ F. x* s2 {Automatic Conversion
1 l4 G# Y1 j% s8 _: Z rAutomatic reinvestment
; V; e8 b$ c3 G) t* M7 e/ A) VAverage Annual Compound Rate of Return - }( P- i% C) |; b
Average Cost per Unit/Share; x$ g, a6 s0 T8 y
Average maturity0 z: @% g) Y6 E, L1 ~) z# ]( N
Back-end load
8 a* q- B, j$ u! o8 H$ c+ iBalanced fund
/ E8 @/ s* U( p6 ^( @9 zBalance sheet
* E' a1 I, N/ Q- }: p% dBank rate
/ r3 }) l+ R4 h. D, {Basis Point ) C) X8 o# `7 E& ?) l
Bear market
/ _. B2 O2 _( j. l% j e: X) SBeneficiary # @2 p2 G" k( f+ h2 S$ n
Beta
6 k, C- G" v! xBlue Chip 3 S4 a: w+ a, h {6 P3 Y
Bond 5 e6 h; M8 y/ V; I2 U9 i
Bond fund - c. m7 w. `3 L7 F1 i
Book value ! a J6 V, h5 F/ Y* Q+ g
Bottom-up investing
! Z9 o- b* i# F0 c! s" f+ ]3 kBroker
& I3 V$ }8 n; ~8 XBull market( I" t; l$ t4 [6 W7 {
Capital
- h9 i9 D. I( H# SCapital Gains1 c/ K0 b4 r+ Y( T# ~' s# y1 L5 X) }
Capital loss
3 y/ S! L- f8 _5 d( Y, dClosed-end fund
# r! ?! u7 A6 J. W+ Q. @Compounding
% C* [/ O) e# x o" iCurrency Risk 2 s# r1 c* C3 p% T+ B9 S
Current yield
# B: y) M0 I" s( Z" h E/ ~Custodian
& X* h: E' S( ?Debenture4 b. d$ S0 h# Z/ B* C' D) @4 }
Debt
9 x2 I/ L# T* G8 P- x sDeferral
% L7 x$ r7 a4 o9 v3 W VDefined benefit pension plan0 E% k( f- a, V% o# p# P* R" Y# K2 u
Defined contribution pension plan
9 ^0 |& g5 z# d2 u6 gDiscount5 w8 F* m5 o0 w2 D# x# h. z* o* [; M
Discounted Pricing for Large Accounts
" h+ }- `0 M# YDistribution History; c* `6 i3 @' f8 j
Distributions1 F$ m' r0 M8 p: l( Q
Diversification
- h# k L$ L) I" I# y2 l# pDividend6 D1 x6 b; Z; c% r- P5 h
Dividend fund
" t7 ~/ i9 ?: H; |7 ^9 c; iDividend tax credit
$ L6 N; j5 |0 ]+ P) L0 F2 Q8 QDollar-cost averaging8 g/ ~: [' ~2 J) q! L* z* p
Dow Jones Industrial Average (DJIA)
& z) ^. P0 A+ W2 r$ g4 S V7 \Downside Volatility+ E/ i, C8 @/ ^) M: u
DPSP (Deferred Profit Sharing Plan)
5 P- {( ] ~+ zEarnings estimates" G3 t3 E/ [. e
Earnings Per Share
* J: r4 c0 G& r1 i* m$ U% ^0 CEarnings statement5 {* s$ O1 Y7 } j
Educational Assistance Payment (EAP)2 R6 ?1 J" i9 L. X) V# x! L
Education Savings Plan, I! G/ b2 W' u. F/ t( {' a/ J0 p: M
Emerging Markets
2 b R, W+ L/ t$ E2 FEquities (Stocks) $ u; G+ a; v5 J5 M. T% W% ]
Equity fund( a( ] Z) u: }: G
Fair market value: h% U. [8 W$ \% {
Family RESP# z+ R, X5 P' l: C+ Z
Fixed-Income Securities, D2 i& V+ ~% k9 p; p ?
Front-end load$ G7 P4 h" I, z2 v; g/ ~; b. u8 B
Fundamental analysis( ]1 _' v2 a" ^! }" J) e" k4 r
Fund Number0 M" \& V) j, u4 Y9 v2 ~
Futures5 @( o$ c0 c( \5 G5 `) h1 ~0 _, y/ T5 V
GARP) Q! l7 {3 C& U8 T4 J8 `* A) N1 o3 b) D0 W
Grant Contribution Room" m1 p. ^8 E5 a# D% g
Group RESP
( x9 q0 T+ T( {0 l" PGrowth funds 6 j. ~" w0 Y, A
Hedge
% y* U: v# m5 Q: YHRDC& P& w. [3 A# C
Hurdle Rate
; s7 D7 r- v1 I: I$ ^5 W+ oIncome Distribution7 ~% [ g! f; P) U0 _
Income funds
$ w' n1 I- F2 p a7 j* mIndex
" F( F9 @# L0 Y9 N# G1 aIndex fund
) e) W- V9 `5 iInflation
$ h0 N( `% O! K3 g* oInformation Ratio
6 G2 Z. S2 d+ U( U) u# zInterest
9 q- f! v' V( w, U, ]2 FInternational fund
2 z' Q. _% i2 \+ c# L3 AInvestment advisor D& n3 X8 Y! Q8 B
Investment Funds Institute of Canada (IFIC)
+ b5 C9 {, i9 T4 p6 M* jLeveraging1 p1 i$ E. h( k* B3 z- t+ y' s
Liquid " L1 J7 _2 f" R5 K- h* r* @( _: O
Load % Y8 i w9 D: `9 P3 i( Q3 P" o* B
Long Term Bond
" n2 m- P7 q6 a& XLow Load (LL) sales option
4 E4 q/ o4 m4 p6 n& Z# nManagement expense ratio
4 x7 R* U: S Z* LManagement Fee }5 x3 g$ K1 F/ M0 F$ \
Market Value of a Mutual Fund: R' b( }( D; y
Maturity
8 p& V( b" y% y9 ZMid-cap; J( D9 E. j0 Y' W+ V! J4 M B. S6 J
Money market fund+ j6 s2 p8 _ j$ N. _
Money Market Instruments- k/ v6 P( d' x# Z; @
Moving Averages! P/ Y+ K$ s$ x, r4 \+ ^2 L2 S! ~
Mutual Fund
8 ]; G" d/ @0 ENASDAQ ]( d( e/ h0 U/ n$ d D
NAVPU
$ ?5 w" [$ Y0 m( gNet Asset Value
/ d$ B# l1 i: l. U1 kNo Load; w+ E# E( i* p+ _+ v
Open-end fund+ ~! M+ i1 J) F( d7 y
Options; b- j- e" {6 l2 q& T8 ?
Pension plan
% ^& k: s+ N2 T* L5 N; S4 [- IPension adjustment; V3 s6 p I3 L# o
Portfolio* I C9 V, s0 Q# Y
PortfolioPro
6 W; s% @1 _5 r# e% x8 x9 p* T- V" \Post Secondary Education Payment9 |% \! @9 @+ u) D$ Q9 @
Promoter
4 O2 l$ W$ a( cPremium
. z3 s: l2 O9 XPrice-Earnings Ratio2 b4 `1 E ]- n0 |" Y" D) d
Principal
: ]' o, o3 b! {% ^3 yProspectus f/ J' [; r) K
Quartile Ranking
$ X; Z2 X7 i4 K, \7 pRegistered Education Savings Plan (RESP)5 I3 A" M: N7 F d5 p; b; H s
RRIF (Registered Retirement Income Fund)
6 p* b4 O4 ^. P2 RRRSP (Registered Retirement Savings Plan) ' g% |4 X* }) [, V8 p
Recession
. z6 Q/ I8 S4 k9 S9 b" Q. k. }6 ]) zRelative Volatility
% [9 o. M, _3 e4 B3 a: ~Return. w# |5 { b, V, H' B" {, P8 a4 R9 x
Risk
* m W6 @$ |+ S! J% HRussell 2000 Index
; j- w6 t2 d; l- QR-squared a L7 k3 j) U" V1 ^4 M
Sales charge
( A7 X; e" [5 H1 b4 A6 f6 WSector Fund
: d: _; W. q9 B) {8 `, S+ R7 \Securities
2 d6 U; a# W5 j6 O4 bSecurities Act
# }2 S2 x8 _# O/ A, O( F6 {Sharpe Ratio
* g7 I: A5 ~7 SSimplified prospectus9 b! H! J$ d" U5 X
Sortino Ratio$ X" X" A' M' u* i; b
Specialty fund/ C- d" O* b( a" H
Standard and Poors 500 (S&P 500)
# S0 o$ L. S/ x, I! D0 _/ WStandard Deviation , T) b% `% } L7 _) D
Subscriber4 y0 h) ^$ l0 Y& Y
Tax credit
- W- H1 Y/ |; T: X( H$ @3 GTax deduction
3 y, K; @ ?/ ^) x" RTop Holdings
3 ^' y( s9 k# y9 MTop-down investing! W: M1 P4 {/ X3 ^% c
Transfer Fee& E; A+ z9 U2 L) c8 O
Treasury bills (T-bills) ' P9 c, s2 `& O- |8 W( |
Trust
# w' T* v& y8 f+ A& |Trustee+ n- q% a* }* x$ T0 d' k
Turnover ratio ; F8 p1 O+ p. q
Unassisted Capital
% x. v$ g' p. f: a5 C" H) C! C0 hUnderwriter
$ l( k. e# o" N) u0 [% A; EUnit trust: i* M3 A* M/ H1 \& u
Value funds u7 v: N9 M3 r
Vesting
" {+ V' T/ ~3 ~4 v% T! uVolatility
% [2 Z) e! H/ ]Volume # L' Y, ~8 r u
Warrant- t; H) F* X: S. c0 F
Yield
/ [8 E! f0 d; z( b( _! u* `& X/ t* ^Yield curve" X) t% j* n; ]! V1 D2 U
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
