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Account Type/ [ I- j9 z# P W, r$ j2 w
Accrued interest
" H5 o! M) U+ T E" B' H. F eAccumulation
4 |- a, o2 _8 q4 ~2 SAccumulation plan
, L% ^% D+ k; v2 mActive management
4 k0 }2 _# Z/ L% ?: H, |: PAggressive growth fund . z% \' K0 i0 ]
Alpha
) L" ]- H& l# Y3 l; v# a. JAmount recognized
0 S8 Q8 j, r, l. {Analyst 4 }' y& S8 a- R8 c2 [2 I$ Q# L
Annual effective yield . f' ?1 f b* q8 i, }6 O
Annual Maximum Payment Amount
' k v2 e( ]9 U" IAnnual Minimum Payment Amount ( W! i& Q& l2 I: `
Annual report
& u3 F( R4 A; QAnnual Return
$ V$ w* Y# `6 B& o6 YAnnualize * E, V. F" D3 a! e3 V4 y1 _% Z
Annuitant
/ K* b6 J# d6 f" w) c8 SAnnuity
* Q$ G. k' A# q; Z2 H VAppreciation+ ]6 L1 u! X. x2 h" E: |
Assets
/ ~7 e2 Z @5 `. uAsset Mix & {7 B, Y9 X# Q7 l
Asset allocation 3 _8 s5 j; H; {* d- Y6 R6 o( R9 x2 G
Asset allocation fund * C; I9 M+ b/ E
Asset classes
8 z+ A/ M( H5 _2 t5 x$ wAssisted Capital + i# f) b1 a" _# q+ ]' ~
Automatic Conversion * s1 E5 U+ P- ^4 f+ ~0 ]: [
Automatic reinvestment7 d: x9 F0 \) J y! n
Average Annual Compound Rate of Return 9 t( ~- ], w) ?, F! g
Average Cost per Unit/Share
" r% G6 n6 d# q/ W- j5 h( rAverage maturity9 l3 X$ s; d8 H: b8 J
Back-end load
( P4 Y. e, n( l$ C/ L% C) OBalanced fund
" A) G' r2 B2 V' ^7 }Balance sheet
! Y2 |1 e+ E3 }Bank rate
L& J/ X/ Q) A- p& f+ m- X/ PBasis Point & Z- b. U6 ?% w" G; ^
Bear market
7 j$ F: n5 T7 y; g1 uBeneficiary ) G% j. @/ a7 e% ?: S/ i
Beta
' n: \$ z7 o) X9 e2 t I! S" CBlue Chip " S9 D3 N# m5 @ R+ d+ V+ [
Bond
: I5 }, n" j M& tBond fund 1 H9 k, e+ w# E( f5 U) `
Book value
5 t' l7 `! u: N1 CBottom-up investing 6 K3 |7 `/ d/ c# |4 y
Broker
2 O/ F; i5 D3 ?7 Q% D& \: HBull market
7 _0 x# L$ v. x% A- OCapital ; Q, `+ _/ f$ P1 d4 k
Capital Gains- I& [( \. A. d4 F8 [1 s$ }7 j3 g
Capital loss
" i1 U8 |: M, S! ^, ^; ~Closed-end fund . C: R2 K- O* e) m: n" y1 ~$ ~
Compounding * G+ ]. e6 w& o& @8 P# h
Currency Risk 9 g+ B0 D& ~# L- U7 A& k
Current yield 3 o% M2 v* P3 N+ M
Custodian
0 F R& x' z5 a. ?. tDebenture5 g3 D, ~* D O. q* t8 J4 I; @
Debt0 L3 S7 y- ^/ Z& D* Z l
Deferral, ? h0 M! q' i
Defined benefit pension plan$ b: L& h4 f" j3 G
Defined contribution pension plan
2 M; b) j$ C7 v) _# I, NDiscount
6 O6 r, X" R+ F0 w0 `Discounted Pricing for Large Accounts
( M% v/ l- x( m+ j$ oDistribution History
/ q" E! A( m0 G @& |Distributions6 z4 V$ S& F& V O+ u8 A4 I* v
Diversification! e3 g9 Q! |% U, J
Dividend
8 k7 h" k( W3 q4 b7 Z3 E9 d+ o- JDividend fund0 E8 @ j8 ]1 W0 O
Dividend tax credit( ~/ L0 V. a( C" ^3 ~: j! |( c2 l! |
Dollar-cost averaging
$ V6 E7 N6 ^8 _Dow Jones Industrial Average (DJIA)' L" q3 e3 w2 v; \* E: T6 o1 u
Downside Volatility
" ~$ x. Y) I2 |% KDPSP (Deferred Profit Sharing Plan)
. [0 e7 [3 S$ r8 d4 ZEarnings estimates
3 A8 A- d5 h0 ]" E; TEarnings Per Share
6 L# w5 m: E# Q9 l5 r( Q- JEarnings statement& m8 F, B g: x, f) }+ G
Educational Assistance Payment (EAP)
1 b9 K% @" i D" L% o, E+ L1 cEducation Savings Plan
; o2 F/ {; M- z3 z7 F5 C: dEmerging Markets( [. ]- z$ |) m
Equities (Stocks) ; \& L; l2 f# o- k/ M x
Equity fund; |4 N, a# {- d$ Z: O' U# \
Fair market value
, h/ i4 c" m0 LFamily RESP" z: L( O8 B% K8 p
Fixed-Income Securities
+ a2 @ \1 m. G/ dFront-end load
7 Z+ A. v" X' o1 HFundamental analysis: m) R" l' y% l* z9 {
Fund Number8 i5 `% b# g# K& j8 J
Futures% N8 a) ? f% J" ]3 n
GARP
5 }9 w5 g5 Y2 x& YGrant Contribution Room
8 ], z* s; S- R4 ]' B/ [( ?Group RESP
1 ~- d3 i- L* X0 QGrowth funds
5 E: u/ u; V* ^2 }% `$ ]Hedge
+ r) F) F1 \0 i0 wHRDC
( l/ t1 Y% W5 \4 j/ F" C8 cHurdle Rate
4 K: |8 b% {9 _( n* ^7 z1 lIncome Distribution
6 H9 G, l' P( n7 u8 NIncome funds
, G) h9 ?+ y3 v3 LIndex, E* z o+ c* \& n0 h
Index fund
$ e' T9 c/ R* v6 n; N& T, OInflation 9 p7 F* C; Z7 P& q5 O" y' \
Information Ratio
9 ]& z# v) a" S, Z/ N0 X4 K& _Interest
( v8 `& h+ D2 O6 XInternational fund
$ K9 D# y$ \7 l" iInvestment advisor
9 y" {, a8 k1 q! K. ~, O/ w# uInvestment Funds Institute of Canada (IFIC) ( m9 c$ E9 ~1 J m# C* {% v$ }
Leveraging5 z( [% T# U- `6 S, M7 _/ F: t; ]
Liquid
( S; x" M! e0 _Load
0 R) c. D9 G4 D+ v' OLong Term Bond3 _ V- o* I1 T9 L
Low Load (LL) sales option- ]4 @* d' p) q
Management expense ratio
! ^) y [) T/ n( G7 }6 V, p' ]! lManagement Fee
/ Y8 Y3 Q' o7 x7 W8 _Market Value of a Mutual Fund
; O2 U( x% t0 y( T& o4 o c* YMaturity. {! B+ H) [: [8 U1 l
Mid-cap& @5 n/ Z* U$ {4 J: h
Money market fund
. i$ a3 ]$ G1 R% rMoney Market Instruments
( l2 P3 D, | k. f l4 q4 ?& ~7 AMoving Averages
- d6 Q3 t T2 b$ x( J2 U jMutual Fund
! U7 y0 s! g/ b* h. c9 eNASDAQ
) G! P" \( M& Z& J' hNAVPU7 k* q- i" k# ]/ s5 }0 r
Net Asset Value
' e1 L6 Z5 v, J7 @9 tNo Load: o( W9 s/ d# U; r2 x- ]
Open-end fund
6 Y# b( |2 Z8 c7 }9 n7 o; u! TOptions/ j* |* z q; J( j! J
Pension plan
& q* v; A8 f0 M6 ?5 MPension adjustment/ n3 H8 U+ J- V+ t
Portfolio& x0 d& |+ T/ \2 x' g& q8 h
PortfolioPro9 t6 t5 b; R& F6 w$ n h, f+ n
Post Secondary Education Payment
9 ~# O3 \4 w/ QPromoter8 n4 r, C& ?0 m% E0 j: J; A+ M
Premium& P, d4 u! W2 D; J a& u
Price-Earnings Ratio5 V/ U2 i- R. V9 N8 N4 t
Principal& J% t ?5 U( D. S# m$ ~# y( R
Prospectus
" Y2 e7 ^% T( z% k! |+ ]Quartile Ranking
' S% B8 F ^1 b% j QRegistered Education Savings Plan (RESP)
/ ~+ _( Q7 ^" M/ S3 pRRIF (Registered Retirement Income Fund)
- O. T8 Y% A5 v g7 l9 K" SRRSP (Registered Retirement Savings Plan) & m! ]" C7 {( w6 T' c# e
Recession
! y0 X% _* b: Q2 ?. O6 `# |/ [& ORelative Volatility
6 q: a% A3 z+ A( DReturn
# s4 Q6 T {; h/ {Risk
8 V) O, `4 j" f; [Russell 2000 Index 2 D3 \2 ]5 c6 w t
R-squared
9 [- @' F! Z+ y# i) O1 mSales charge
- j: d( K& r3 E, _Sector Fund % G- E0 H1 o F! D0 [0 r. D
Securities# D& t) M/ K; ]& D' I$ R g
Securities Act* G( g7 T3 P7 I! Y: b. n! w
Sharpe Ratio& @" E' `9 d7 P2 M/ O9 ^
Simplified prospectus" n Q7 v! y7 C5 W
Sortino Ratio* u# I$ a+ b S6 `
Specialty fund
9 o' ]# W) n' m5 b _Standard and Poors 500 (S&P 500)2 K0 f1 O' y# l/ ]
Standard Deviation 6 F, \6 ~1 ~* k: ?
Subscriber
5 p' L' Q% y- H( T% a! Y z6 X5 E% y! pTax credit' ]: E( b: d1 A% i3 ^
Tax deduction
$ _7 Q1 w. ?; u3 u# |: O; xTop Holdings/ t3 o% x' h3 i u$ ?, H- r1 l
Top-down investing
+ c# y0 R4 d y, f" W/ l4 v( o( f9 \Transfer Fee* F2 G" k- l1 P$ f- b {+ ^9 C3 n8 t1 L
Treasury bills (T-bills)
" h& d- ]# R3 M8 w" t0 n/ XTrust * P- C3 P H9 l( i" c8 Y6 h, [
Trustee
$ w% O. Y0 `( PTurnover ratio
6 E0 n. g4 x! `2 O% wUnassisted Capital2 L1 E: m1 g/ Q8 e+ q6 f
Underwriter+ X; O0 x4 c0 v# [5 z. O$ C
Unit trust
' t2 K) ]% R0 R* v+ B# ~Value funds
! h; z# C5 O+ W' tVesting
% j; U6 c4 Y) D8 P7 tVolatility5 P5 r# N+ F! X' z! y# E
Volume ! H0 W/ [' g2 k0 u$ R4 k
Warrant
, ? @( r* r5 A$ {& n; zYield
/ e, p5 C1 ] ]9 B# kYield curve
& u; g( } f9 A NYield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
