 鲜花( 0)  鸡蛋( 0)
|
Account Type# s' ^! M# T$ {9 s
Accrued interest
6 ^) z. H& }1 Y) T1 JAccumulation . |7 Y# D4 T# E0 g3 r9 v
Accumulation plan
4 I9 \* Z2 x4 n$ A/ m& v# {Active management$ b( T5 r- O3 n3 K! t7 H6 B3 _0 ~
Aggressive growth fund 7 o: f# S% ]" _! |5 d" i0 k
Alpha
0 e4 p! _0 v) H0 OAmount recognized
7 R* b }& {7 [ O7 z9 p+ rAnalyst
/ L/ ^4 }) @/ @$ G( tAnnual effective yield
; l* |4 x- G/ Y \( y, \! RAnnual Maximum Payment Amount8 _5 i L( ^5 o
Annual Minimum Payment Amount
8 Z/ O4 \% R2 f# S. }- b2 f4 GAnnual report ' @0 E* J5 ?- t& n/ c+ H7 s
Annual Return4 a7 T0 b6 V4 r+ J9 `7 E) N' m
Annualize / {0 c: J3 g" i2 s# I9 V6 W
Annuitant 6 }* }$ J- J; D# i
Annuity # P W4 r2 `! ^+ ?, Q2 n% [( \7 l2 ?
Appreciation
. D6 q4 ^' s) \* U1 i% e5 qAssets
$ |, b( X5 g. ~0 `) q" y3 ~% b5 g0 rAsset Mix % R1 Q9 V/ F4 {
Asset allocation - P: m& ]! Q$ Y8 Y+ o4 Z5 \
Asset allocation fund 2 \( K* Z/ B, C3 ]1 o% `
Asset classes
, n# m2 G0 v( A$ @; I1 {4 @7 YAssisted Capital
k. U& {) {! }$ ~Automatic Conversion 6 Y3 L- t, k2 |! O' }
Automatic reinvestment
9 `5 \0 B* \( F- z0 Q( eAverage Annual Compound Rate of Return & e6 h' }. U, Z1 n( q
Average Cost per Unit/Share$ z2 j) L/ Y; b+ i
Average maturity
/ _6 {. E* F; {: h0 t0 R `# J, UBack-end load # n T0 i& w# a. j5 B
Balanced fund 4 I% }- }7 h9 l/ @: ^% s
Balance sheet
7 }8 `% R& t- `6 E5 G5 kBank rate$ x. n& w; J/ B( h' c. |) }
Basis Point 7 T- u" |1 D5 j6 J) t8 g5 a
Bear market0 W' {. p6 ]2 L- v
Beneficiary
3 q1 m& x; ~( g, `Beta; W- z; [4 o+ Q
Blue Chip 3 @/ ?; U" A# ~8 `( K# d
Bond 0 D6 Q# t/ i A
Bond fund " ^8 Z; q/ y. F! x y6 ?; e
Book value . {& F5 R# F' j
Bottom-up investing - E" e& o$ w8 f( @
Broker
3 i8 b0 Q3 U. h2 D( K4 e8 s5 I# YBull market
" ?+ ]& e1 v) t$ t. QCapital
: j/ j: P7 o/ _5 K- w4 e+ e& bCapital Gains9 x$ ?& f2 W& V$ R+ n
Capital loss
% c+ e2 B# r1 XClosed-end fund
& }! ?5 l( `$ J# f0 G1 gCompounding
+ o! K1 b2 @: W. j* n4 ECurrency Risk
) p5 J" ?. `' G |) \Current yield : u% ?: p$ Z% U3 Z! y/ N
Custodian
. t1 E8 K1 r$ n. q6 U4 G1 r! eDebenture* X) N4 Y k+ ?, s2 \
Debt8 U: {+ u: j o8 p
Deferral
2 l+ Q6 ]) l$ c% p zDefined benefit pension plan2 c" Q0 d0 B- V/ X! r" i
Defined contribution pension plan9 z* d) A1 h# Q3 d1 m$ _/ {& n4 I
Discount8 j: L B1 y6 O; W6 p9 \6 I
Discounted Pricing for Large Accounts
7 k, O$ N' X4 _, @* QDistribution History
, p8 O( x7 \- NDistributions2 Q( {5 Q. ]- U; g0 N& v" G
Diversification
1 V7 a6 R W9 u- J2 ^3 B5 KDividend
" @& R7 D: Z: B9 c- {# [, a3 M$ BDividend fund
6 W5 w( F7 ^" s# [Dividend tax credit
5 O8 g& y- ~' vDollar-cost averaging
1 e' \, m; K) s' j/ L. g% h$ N0 eDow Jones Industrial Average (DJIA)
* T0 B* M+ \" O3 ~) I) XDownside Volatility
6 i2 e7 j3 M& [ q7 jDPSP (Deferred Profit Sharing Plan)( q- U7 A9 i8 m2 l" Z* Q! J+ s
Earnings estimates
9 R8 J& x& I; ~: J3 W) @Earnings Per Share2 E& B) h! q B7 C f! U" Q
Earnings statement8 u3 z, |: z/ _# ]9 I B0 [, n
Educational Assistance Payment (EAP)
( e% W3 \* y# m/ OEducation Savings Plan" `. J) U4 x; n! A u
Emerging Markets
3 ^0 Z0 `4 C7 v' Y3 I# ?6 MEquities (Stocks) 7 { F. n& G0 X: E
Equity fund
4 b, W y- x" }3 J! t' W2 ?# M$ H8 c9 [Fair market value
7 P# V, I+ x. |" _ i2 ~Family RESP2 ]: e+ F9 S+ E) ]) j
Fixed-Income Securities
& a1 W7 A W0 rFront-end load! }7 i7 v8 a7 s
Fundamental analysis1 c. |7 o9 Z8 N. Y1 F. `( t5 U
Fund Number
/ x$ i# V2 d! L; j' dFutures
* O; s& ?" e% lGARP. g6 ~( X1 P7 d8 ^( ~) V
Grant Contribution Room8 P6 n! r2 R8 K
Group RESP& H! ~8 J0 x( f4 u' k8 p$ ^ m: C
Growth funds 8 k8 N# T9 M6 j' b( ]2 J$ p
Hedge# _. r0 s* o9 c) J: t1 V% S ]
HRDC
! ]: e% _' |0 R& b+ ?7 zHurdle Rate( M% O+ A/ u, m% }2 M9 Z1 m
Income Distribution
3 z* R# [$ A( n: V/ q6 |Income funds
1 y" g" ^; O9 Q7 c6 S: j# k: JIndex
# g" G L0 u$ TIndex fund
' n' l- ~% k: i% iInflation " e. }" ?5 o$ _1 [% y
Information Ratio
. |! W# X# k3 KInterest
& K* x- [7 c' P \5 KInternational fund3 h2 n6 t* d$ T0 a2 V
Investment advisor" B8 l9 K7 ]2 e6 M' u( k
Investment Funds Institute of Canada (IFIC)
$ r S- ]3 L0 U. CLeveraging
8 t9 g/ H0 G5 j/ H+ N0 kLiquid ' V* e) ]" A. ]. A* m: q+ k2 G+ Y
Load 9 d- e7 s3 w0 C! F7 }
Long Term Bond
9 E7 v5 Q, H% CLow Load (LL) sales option
' T ^3 r- V$ K5 ?) YManagement expense ratio
4 }( o( G6 I6 R$ KManagement Fee
& b0 Z5 {7 b; Q3 }Market Value of a Mutual Fund
' b3 ]: p( b+ X% h- [6 @Maturity
# |+ a" L/ J" ~0 [# ?Mid-cap
6 Y- B+ k! W! e& @2 l- P5 uMoney market fund
2 b- \$ l' s' w% ~Money Market Instruments
) H( G/ k0 K$ d' q/ d! B4 o& CMoving Averages& @5 Q0 l0 Y3 p. q/ c9 ?+ L
Mutual Fund
$ x& R' k; k9 @$ k9 u5 _8 SNASDAQ
, o! D) `+ N2 [$ R' g, ]0 I# FNAVPU9 H0 M2 b2 d5 \8 O
Net Asset Value4 N$ V* V! l! h- `
No Load
; z, S1 v Q+ Z( P. I. x1 [Open-end fund. C6 O6 v! h" y, ?9 S6 `/ b# C
Options! g B9 S$ X0 q
Pension plan' V6 L) Q8 \* i/ P# l4 M
Pension adjustment, @) ^# }( {8 @2 c, v/ S6 R- Z
Portfolio
" O" [3 F5 t' |; g$ j. @: B! M# hPortfolioPro
% A# v- I3 X+ PPost Secondary Education Payment
* Q; E& f* d: e8 u5 m: jPromoter
/ \5 U$ C& |. i. v9 F# O5 C9 rPremium8 Q8 ?3 t6 V, ]0 _, N9 G9 x
Price-Earnings Ratio
) _; Y1 X% V! t$ mPrincipal
3 D: P& I1 o+ Y7 O7 }Prospectus) ~* @ W9 j9 y" a7 x) p
Quartile Ranking
/ B* l4 j0 j- o1 rRegistered Education Savings Plan (RESP)
{1 S- E+ Y, z0 n; |2 _& \3 ?RRIF (Registered Retirement Income Fund) , ]3 X7 D. P3 o* R* ]% k% r
RRSP (Registered Retirement Savings Plan) 7 Q8 J; ]8 W0 E2 t) c
Recession
) b. f g0 p- a$ Y5 ZRelative Volatility& V% j2 X: t1 [& N5 u8 ]
Return
/ O' S* Q. j" T' |+ e8 WRisk
9 b- T( M G: N" u$ fRussell 2000 Index
$ B+ |/ ]3 m9 h$ o7 UR-squared* Z" w, t" O( j8 v, m* w
Sales charge
! q& M8 y# ^# L3 f, z( m% @) G# |Sector Fund 7 y+ l3 R: U! S9 t( N f% a
Securities- N! B+ _, G) o+ N3 J4 }( a! U
Securities Act
0 Q+ J4 S3 F# A$ s/ h: ?Sharpe Ratio
# f* ~9 _( c& p9 e# d% n3 `Simplified prospectus
7 K' S- x, a$ P5 L' _2 nSortino Ratio i2 z. |, k* E' d
Specialty fund
/ [+ Z! z4 h3 h1 ]& k: DStandard and Poors 500 (S&P 500)& H" O2 [! P0 H; J' Y
Standard Deviation
0 g% r& w- L! G' QSubscriber! E& c3 y7 u8 @, ^& l
Tax credit
! M) B2 H9 m! \) F- RTax deduction
+ \: h& V) D6 q" k# P* ATop Holdings: d! v, ]$ q0 [* t8 a
Top-down investing6 G p6 L, t0 a' T2 [$ N" E
Transfer Fee
" P; [0 p C2 c. i3 |: v( h0 _Treasury bills (T-bills) % t, ?) t3 H! K) H/ B3 i0 h( y
Trust
0 f" y8 }7 @. u( _# f; ^Trustee
4 {* V& b8 o, @8 B& qTurnover ratio " S) T: q0 W- N9 ?
Unassisted Capital
% K+ O9 p( N' xUnderwriter
" B- O& _) v, S: UUnit trust
* ^) O+ K* l: C9 S# e2 e! CValue funds
9 W0 K% p0 X3 ~Vesting# x: h6 x0 P3 s7 ~+ k. Q
Volatility7 T: ?9 P0 l7 Z$ `/ s
Volume ' T& @. ^* L& q
Warrant% n* F$ {; `+ e, B5 J" C
Yield/ [1 {( u* {. _# ]; O) K
Yield curve* c9 H' D; [2 x: D8 [
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
