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Account Type
3 R6 i5 ^5 {0 ~Accrued interest2 V# [1 ]4 h9 x
Accumulation
0 M# Y8 ~; Q# O" q* ]) |Accumulation plan
$ V# _/ D6 o, Y. r5 rActive management
$ L+ w7 i! U% R, U: f" O, m3 SAggressive growth fund ; B M9 m6 Y2 G6 e5 t- C
Alpha
2 C* {2 R6 z9 M) W3 Z' TAmount recognized ( _4 y! j' u" _1 ~6 t. n1 W
Analyst
; Y6 ]2 G# d! k4 j5 q0 v7 AAnnual effective yield
) J$ w2 C0 H3 n0 v- tAnnual Maximum Payment Amount
' U2 Q6 n1 t+ A3 [. l4 r$ wAnnual Minimum Payment Amount - t* ^" u5 T# Z; H) ?
Annual report , a+ @9 O) ~( z4 ]& t! w# u
Annual Return
: t3 u/ m, r, K# LAnnualize ! E$ j- l' d* N1 E2 m
Annuitant
* C4 K) y; R7 i! e' `Annuity
# r4 X! a9 v8 M' }; \Appreciation# t2 l7 S8 P* o
Assets v \6 @+ ~4 W; O4 B' ^
Asset Mix - _4 I( c8 K6 L' ^. G* I$ e5 ]
Asset allocation
9 Z* L* G/ Z* ?! s/ f, uAsset allocation fund 7 @. R5 Y, P! S$ j5 c2 d5 Q( ?
Asset classes 1 C, H {) i4 b: g$ h$ I
Assisted Capital # C" \$ y7 ?8 j( c
Automatic Conversion + ~( R$ i7 [/ E9 k, U: d2 b+ B2 o- F
Automatic reinvestment
: Y r& Z0 v: nAverage Annual Compound Rate of Return 2 X/ ?; q6 [; `4 S
Average Cost per Unit/Share
) c# }; ?5 K: b( w3 aAverage maturity
q7 t* r0 k3 w# ~$ z' d$ ^Back-end load 1 {# b8 E+ t. f! @" |( `9 N
Balanced fund
/ G2 s- d8 w& |2 r+ W. E7 a# mBalance sheet
7 B+ `0 u8 n* C- w8 G( DBank rate* y' b& S. `2 k$ h4 {1 g8 z
Basis Point " u w' L1 {' j$ d
Bear market. {) v* C, n' m: `5 z! S7 Q
Beneficiary , {$ F$ _, j5 `" K
Beta
: s2 k+ j+ ~$ N u, vBlue Chip
3 I$ b( e J, S l" m' FBond
3 E s4 S4 q3 y( r/ i" f7 A6 DBond fund # C, Y# i3 S) h2 i) @$ D
Book value * r4 ? |& i5 o( J( C! c
Bottom-up investing
' M9 R. L/ j) T: ^" ]: zBroker
L+ E; s0 l6 S" h1 ?Bull market
5 s9 ^% o3 j3 @( W$ i2 BCapital 4 `7 O* f) B# E" O0 M9 N
Capital Gains
' t+ G; J+ R; e+ \& }, R1 }Capital loss
" z+ n# o8 a/ h% oClosed-end fund , ~- H2 p4 V; p
Compounding ( k& L$ x* D9 g$ G! r
Currency Risk 3 n. g6 [, |6 [, B! B9 y: W
Current yield 9 J9 P d, [" c; y* q) D- B
Custodian , l. d! ?+ a$ a4 u5 E
Debenture0 ^- K1 u. r. M- V8 M9 I+ } |, s
Debt/ n+ |' |& V7 W1 p/ F; O6 b1 y
Deferral
* K0 @8 g' ?0 B% U' g! SDefined benefit pension plan" G! T+ y8 @# j/ P% @7 |
Defined contribution pension plan1 m% ?/ @- R& x5 ?: B5 }4 r
Discount
7 F, A$ Y8 e& ?2 VDiscounted Pricing for Large Accounts8 n# H5 }, K6 B- S7 j
Distribution History2 i' i( D0 S3 H- N9 D6 e3 \
Distributions
* g {5 ]) e1 U; lDiversification8 e: n0 _1 q/ `
Dividend0 s$ I5 ^& m% m5 Y% _' i
Dividend fund9 b7 C3 O( I: ^. E4 Q/ v
Dividend tax credit
& {2 w! m. ^% W) ?# _: `- YDollar-cost averaging; }" `) D) ]! O6 L$ v
Dow Jones Industrial Average (DJIA)
# \. p0 b5 A& NDownside Volatility
: t+ X8 w* c9 s) qDPSP (Deferred Profit Sharing Plan)
6 S: N' o( b, Y8 L4 `% MEarnings estimates3 u7 l* a2 H f3 V( {8 T
Earnings Per Share2 ?! N7 ~0 x/ h9 c0 i/ A" W
Earnings statement
4 p9 f8 x! u. ?3 tEducational Assistance Payment (EAP)5 H- F- T! q5 W7 P5 b: `0 x& m. `
Education Savings Plan
9 c4 j$ C: R/ t3 F; K( \: ZEmerging Markets4 |: y% b6 R, m0 ~
Equities (Stocks)
: P0 S' N* U% C# r9 E+ S. TEquity fund
( V: |: F' t; r3 B; M& ~& C) M! PFair market value
8 F) G0 p6 t( ]Family RESP
- R5 p0 s2 c0 L9 kFixed-Income Securities
* l2 b" E; d# |2 I* |7 VFront-end load9 ?, v8 v! r f2 e3 R0 E
Fundamental analysis4 Y+ f$ ^, U' x1 v- ?- t9 E
Fund Number
+ m# s0 i& a( @! e8 M: H# J' H! hFutures- E y' k2 n e! ^8 V
GARP
# s- L1 J3 L; d: g' f% L F# YGrant Contribution Room
7 R- X7 z7 J5 x( S$ h" Q) wGroup RESP
& |# h. @+ T7 z. a7 a+ Y* MGrowth funds
+ @% }; V: \2 }* n6 q: a% dHedge
, L$ a9 P3 ]+ _" FHRDC
. \% |, C' c9 ?; {1 L3 p4 U4 {. fHurdle Rate
) d$ o4 O, Z# R Z# S; u! FIncome Distribution
' j1 e! R$ n7 EIncome funds
8 H! n3 k% Z2 b H" E, SIndex9 m) {/ H# S1 q. O5 g; {2 }
Index fund: s: j$ V! ?/ Q1 H- Q& [
Inflation + ~% t- A" [7 V( O" {9 F
Information Ratio
% l: P$ g: O- X/ z. xInterest
1 O. k7 K: c0 b2 n/ f1 z: c. |International fund) N) k; L3 [! f. `' ^; I
Investment advisor
J7 I: t: w, w+ l2 b+ i- ~) ]3 p0 aInvestment Funds Institute of Canada (IFIC)
4 E, l* q: x3 T, L+ B$ }Leveraging! L; D) k1 j8 o2 Y: \; N, a# y
Liquid 6 [) M" X; g# ?* C3 r5 u p
Load
2 ^1 m: v& Z8 A* T* @- D$ ZLong Term Bond
4 t4 Q3 N% o t+ j( E( m) ~* [2 TLow Load (LL) sales option
' F" m% v0 O# Q# ZManagement expense ratio
! p4 P- l" n) W7 ], b1 ~Management Fee5 Q/ o+ }% U; t0 r% v2 Y
Market Value of a Mutual Fund
6 S, u; s0 G6 u- q, Q% gMaturity. \8 {( _' \0 W$ G6 i6 K: ~
Mid-cap( p/ |. t& V- |8 K! R" c
Money market fund @" U$ r" Y+ }' N. g
Money Market Instruments/ U! g& ^% O6 @0 Q9 T2 }
Moving Averages
9 C: H1 C' P$ r8 t" S6 A% l# N. o vMutual Fund
' c. g q. D" y0 s" c' WNASDAQ
1 }3 I) m- w" Q$ O3 Y0 c! x' y6 eNAVPU5 K: N" \; D0 u9 s
Net Asset Value
4 T9 ~- }" b: b2 |6 q2 HNo Load3 q7 G5 @5 Q/ M
Open-end fund
) O3 x( ~0 Q1 o$ I# s* M0 ^- E# NOptions
Q: ~5 K* @5 N) N ]! i8 V4 a3 ?) APension plan
' l/ x" Q. L- W+ [, U! }, yPension adjustment& U. V$ b; @% b
Portfolio) h |, M' c. B+ G* h
PortfolioPro d9 q( C7 z r! B) W- A
Post Secondary Education Payment
, e4 y5 M! r1 R9 A1 R$ rPromoter( D* k+ Q9 R% v# n: b) V
Premium3 d: A" V u1 e
Price-Earnings Ratio4 x* a j1 k7 g1 j' j' \
Principal
, P8 f3 Q/ W0 }Prospectus$ a0 V& n2 X6 q2 e' C
Quartile Ranking
g8 r2 t1 [# x. d+ n* X6 pRegistered Education Savings Plan (RESP)
$ ^1 @6 u" V1 r) h% U8 tRRIF (Registered Retirement Income Fund)
5 i, Y4 \" e& l; kRRSP (Registered Retirement Savings Plan)
0 x" q- f. Z, J+ a$ a6 rRecession
$ m) V8 j! _- C# Y# n/ `Relative Volatility/ s# E3 b# [* y+ v9 N/ X
Return& o& \7 w+ @- G/ l7 _
Risk
& S. J- L% B& b0 s8 w7 eRussell 2000 Index
. I' }. N% G& r) J; m$ aR-squared8 y0 q5 ~; ^0 a; s$ V
Sales charge# o7 T) T5 }" e3 u, U$ W% E
Sector Fund % S6 U X5 R; N9 k1 \. j/ z; M
Securities
. j' q$ O$ j8 b* YSecurities Act5 j) p5 o$ U; a7 s& ]$ _4 F8 Q
Sharpe Ratio
8 I: f$ G$ j9 |/ nSimplified prospectus
/ ^# R% |1 _' E/ |( ?* i6 U! hSortino Ratio; a7 Y- Z1 ~* ]6 _- n
Specialty fund. `9 G, \: f* e7 m2 p2 \8 ^- Z
Standard and Poors 500 (S&P 500)
4 ^6 ^, P9 {! i/ q5 M: i `$ Q2 ^Standard Deviation
+ J$ ]7 \- [! z s4 n+ USubscriber5 U$ l8 N8 D: ]" U
Tax credit) U' l2 i a4 K& `
Tax deduction
' v! ?8 U( c' N; ATop Holdings( f) J, |4 n3 ~# x# b
Top-down investing
% P! M- r& J! K V9 M eTransfer Fee
+ ~# I9 C! p9 p' C2 JTreasury bills (T-bills) ! F1 T* y r/ q; U8 Z
Trust
% E2 `) g$ u4 `+ @) P; UTrustee& s& w4 @, r4 O- p) y) y
Turnover ratio ( m8 y, X6 h; r* ~% D' i8 Y% g* L
Unassisted Capital$ R% `; D# [4 a1 S; T- ]
Underwriter
9 u) J3 t0 K7 n. G) X* ?Unit trust
`* Y6 ?& [% `3 V1 W; w9 O' rValue funds
5 K1 U' Q0 t/ l8 H8 v* _Vesting
: w* y+ c- p! i% ]% mVolatility
; p* a$ o" ?; X. \ }0 V! VVolume
( q" k8 ~* t) SWarrant
2 u& `3 X/ }2 m0 q7 o" RYield! I- H) ?+ `) D: s
Yield curve0 |; \% a" ~: G8 A4 S. a9 G3 S
Yield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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显身卡
发表于 2008-9-23 23:22
