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Account Type4 ^* z) o7 D7 _& j6 s: [$ x$ p" I$ P
Accrued interest! V3 D- [) f# ?. X9 O" V
Accumulation
: i8 p0 F* Y* |6 N5 VAccumulation plan
% A/ t1 _% w3 r5 [! ]5 hActive management
7 m6 ~5 b+ @6 TAggressive growth fund 2 Z- s# Q+ }, V" ^: \, G& M! f3 m
Alpha
7 i/ Z# Q7 a- I- O4 {Amount recognized 1 T: |4 J' W) J. Z& w+ \
Analyst
1 u4 S# B( d/ Y: h8 y! XAnnual effective yield 7 a. a! J6 T6 O6 n0 T0 g% f
Annual Maximum Payment Amount
: w" l% }+ B4 s+ U0 KAnnual Minimum Payment Amount % j, q5 q" T, c! ]& ^4 _
Annual report
) d) P$ m' |4 |; o L# SAnnual Return
2 F5 R T$ n, N6 u- s- pAnnualize ; W2 g& K7 y" ?& |7 T" O4 g
Annuitant , b8 f- d: @# D6 l- M2 ?& M1 `( l
Annuity
@9 ^4 E- u" Q+ ^ V oAppreciation
" X1 Z, ^7 Q1 }. e; }: Q; k5 W8 tAssets : [, t9 H# Y- c+ D% @7 L9 z; a8 e
Asset Mix
- A5 |. E; f+ C2 b5 t( ZAsset allocation 7 u5 k1 t% O# |" [$ s
Asset allocation fund % J o4 n) R2 H; D) \
Asset classes 2 E' c( v' E: W
Assisted Capital # G2 G# k2 {% }% Z+ c* F( R% F+ H3 y
Automatic Conversion : ]& }) m7 n+ M# g. B7 [6 x
Automatic reinvestment# {) b2 i" n7 o Q$ H( L
Average Annual Compound Rate of Return , A1 p$ d, K+ o4 K( o
Average Cost per Unit/Share
/ x. q: ^, W' z9 _5 |Average maturity( c; B) z O7 c- s/ D7 e
Back-end load
0 A; f) Y$ n5 X1 z& \Balanced fund ) \( f. K/ J1 l& }2 I& Z$ t
Balance sheet
9 `- v; i6 r8 Z+ O9 P. X- ~$ GBank rate
1 p; Z, ?' K7 y! b0 d& WBasis Point
3 ?/ F0 H1 e' K/ o: sBear market+ O3 w, y. \7 i# }
Beneficiary
4 |. @8 x' S2 E$ D$ }, S( E7 FBeta
0 q; L$ K5 Z% _# Q; [; lBlue Chip 9 J% e" w' ~5 G* K; O5 y5 Q
Bond 8 ^2 |2 o, Y* _$ S1 W. s5 k0 Q
Bond fund % Y( ^$ a3 @8 _
Book value 7 M$ M# F. G; ]* m
Bottom-up investing ; Q3 k1 {. Q# T$ U7 N
Broker
3 @9 l/ v& O: P! P0 o. O* iBull market1 I* ^; E% j5 T" @- m6 ~" s4 h2 Z' c# G
Capital
3 r5 Q- ?! |8 \; v9 HCapital Gains
, G. G# x6 v. V/ ~) MCapital loss
( J+ h& `( U8 @/ H2 XClosed-end fund
4 L& b. f4 H$ k5 K I( G' uCompounding
8 E* T4 b. K+ [% Q2 t3 YCurrency Risk
0 Y7 @% B$ c" F2 }Current yield
1 ^9 }0 b: E- @- w/ z# HCustodian : `# H# y O$ _& s8 B; |
Debenture
4 c! X! A. {8 j, hDebt8 k3 W. j2 P4 Q- S* d' [" F
Deferral
% |1 e8 V2 H& i3 q4 B+ I7 s+ tDefined benefit pension plan J* I, r# M# ]# p6 n; B
Defined contribution pension plan
! [4 g* V" [+ ZDiscount: s6 U- K% j0 i8 y/ l1 ~
Discounted Pricing for Large Accounts
# n2 {+ ]" k& kDistribution History% M& D. J" j( Q+ g4 X0 a
Distributions( e- j5 v% ^7 r/ \. d% P8 M7 v$ C5 Z
Diversification6 W! G+ x7 q0 n; G% h9 Q! g( c, C
Dividend4 I( o" I& J' |9 v
Dividend fund
% k3 j. l: v! p3 hDividend tax credit
/ a- \. O# b! QDollar-cost averaging. ?% C) L* b7 I. D
Dow Jones Industrial Average (DJIA)- e( o# p4 [( P% O% |9 B3 {
Downside Volatility
* X9 J4 u7 j* d; ?3 e2 L& j# Y: _- rDPSP (Deferred Profit Sharing Plan)
, M1 J# t i+ F$ V- l0 [0 I* W( ?Earnings estimates( T* [1 f4 ~2 z
Earnings Per Share
: j0 Q$ M0 j( zEarnings statement
5 h' Z, z" d9 j: S" MEducational Assistance Payment (EAP)
% ~8 M4 P; S% N9 {, J( \Education Savings Plan' Q4 v/ s" c1 k6 r0 x! V8 L
Emerging Markets
* z4 a8 }3 i0 ^# N7 R- CEquities (Stocks)
1 x/ n7 {1 t: U4 W) w0 e% FEquity fund
, p* Y: `* A9 D, L: K% [$ uFair market value
- A) L4 [8 K- b9 S U3 v# A1 SFamily RESP
& l1 [' v6 P( T( lFixed-Income Securities _- Y* r, S, f+ Z V- J
Front-end load4 \0 \ I$ z: @4 }# ?
Fundamental analysis; m# j6 z, I6 v3 o
Fund Number7 x0 F( z; p" }; y3 s: J
Futures
1 {; h5 L3 l# f% R0 R" c4 g& `& HGARP$ @% H6 q/ @+ _6 S
Grant Contribution Room
6 |! ^* f1 _) p$ U- j, RGroup RESP
( w6 g9 L4 w! q6 nGrowth funds
7 @0 c% Q3 }0 R$ XHedge1 y( M8 E0 Q) [0 \- W+ l
HRDC
% M/ s$ }, j3 |6 oHurdle Rate
& t1 z, ~9 n0 C' {6 K, V' N: `Income Distribution+ j9 Y1 k( @: n% c- S! g% S
Income funds , h2 P: q/ `% F; F9 E
Index9 \! g% Z, S& D: F) f
Index fund# R: T. T0 m! j4 S8 _
Inflation ) A/ D& a0 G, }: H( K# l5 s
Information Ratio / H- |" g0 _6 ?' f2 s
Interest
4 M- @3 c4 s. p, _8 ^International fund# ]5 j Y2 U9 ?5 r1 w# o
Investment advisor
- J$ \2 w4 ] oInvestment Funds Institute of Canada (IFIC)
( a# W' s+ g* b# {$ ?Leveraging
& ~2 ]; j4 X# h# c6 u* H8 h1 T( G! bLiquid 2 u* h- p( T6 {* D6 g$ T
Load : u4 W. g' X( r4 b5 u
Long Term Bond
0 J' p) W5 d4 x, xLow Load (LL) sales option8 ~4 a) @- z! M6 o, N9 [
Management expense ratio
. r0 D \! ?3 Q* q, U- k1 MManagement Fee
0 `& @6 a; s9 G0 k% X# H; dMarket Value of a Mutual Fund9 ]4 t- E' k" [5 p
Maturity# k; m' P5 E( B9 E0 v* ]
Mid-cap5 r% `3 K2 Q/ l) P) i4 ^
Money market fund+ S6 p/ a( u! h! i2 \) Y0 e
Money Market Instruments$ F9 G! @0 G8 H/ b6 {
Moving Averages, s9 H q( _3 k; o
Mutual Fund
+ f0 E/ ~7 y, {4 q! A. x% ^$ kNASDAQ
: ?* L0 X" K& pNAVPU
0 m# a7 H! G* \' n% hNet Asset Value8 d3 w& N6 m* s2 {# F5 o/ ~
No Load% v" g. {6 |5 Z& g- _
Open-end fund
) f0 V% x' N+ D' C3 p6 E7 ZOptions: ]! k" V t; F! l: D
Pension plan$ z- n& y t3 X) O* m
Pension adjustment5 b6 y5 Q3 m3 s0 m& j
Portfolio
( o+ W! T. D# VPortfolioPro) X0 u7 c3 r8 c+ n+ L# H' E7 q
Post Secondary Education Payment& X& x% n7 m! B9 q
Promoter
. u# i `4 n {5 V: Y4 f2 kPremium2 F" P: ~+ W( g
Price-Earnings Ratio
) Z9 n+ _7 j+ Z" y- S4 J3 oPrincipal
* _+ v/ M" I( @Prospectus8 u( A: P0 q9 K( E2 ?, t
Quartile Ranking7 I& H2 u) s( ^# w4 u
Registered Education Savings Plan (RESP)
. l6 |; E# z* lRRIF (Registered Retirement Income Fund)
: E- h- j3 m1 U U5 r! w! L6 FRRSP (Registered Retirement Savings Plan) * X0 [" J: k# H$ p7 t1 v- J
Recession: Y# @5 {+ A' G
Relative Volatility; ^3 G, ^- w, Z8 H6 r
Return
% _! r( X" X7 m: R1 iRisk 0 Q# F1 F; F; @) c" K' M T3 K' `1 d
Russell 2000 Index ; k5 K( O3 q( y" u$ i Z. {
R-squared
! I% K* F; B4 W/ {' b% `Sales charge: p3 v/ x7 L6 H9 z
Sector Fund ' ]# l+ H; ?5 Z- w( a
Securities% I: l. K! }9 t9 h9 |; x
Securities Act
! h1 m$ r, e9 a( [% l/ GSharpe Ratio# Z, p* p# O6 k3 @
Simplified prospectus
( v$ Y) O1 l+ ]% e1 c5 iSortino Ratio/ y9 e1 x( ^$ L/ M; H
Specialty fund! g3 q8 T' Z: v( I# f, u2 F
Standard and Poors 500 (S&P 500)
) u8 c' z5 Y( z2 ]# zStandard Deviation
0 Q0 p5 [6 V0 J- V0 dSubscriber, E9 Y1 R5 E- e! l1 \/ Z2 P
Tax credit, ~; w [5 v0 F9 A
Tax deduction
; J4 \- E, @! A& `9 [Top Holdings
; `9 i, U7 d6 P. g- HTop-down investing
& Z$ l8 n0 J$ w5 r2 i, zTransfer Fee9 T3 Q2 e2 L# T
Treasury bills (T-bills) # R# y/ @+ P$ u% r0 Y
Trust 2 ` S u* g1 f% M' ~8 Z% i& v
Trustee1 H! B. v7 O0 g) y; r( z
Turnover ratio " X2 G7 K1 P7 f% A4 P
Unassisted Capital. L3 m' {. v A2 d/ e
Underwriter- t* G P' }+ y7 R5 ]7 a
Unit trust
/ C P3 J$ y, a4 R5 IValue funds $ A, P% J$ x. G) j# Z. c L2 \
Vesting$ P4 i) R# _9 G; P
Volatility# u0 t2 X* z8 `! I
Volume * H' B$ V& l, V4 a M% V
Warrant
+ U" @( T6 B- [* ZYield
( ?) b8 y# ?! M3 B$ ^. y eYield curve# _) L% }+ g I6 R0 {
Yield to maturity |
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