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Account Type( p. @. q' a5 z8 s
Accrued interest( I3 I' ]6 z5 x' g! Z
Accumulation
. _' w# ?* o z: HAccumulation plan
: L+ e2 |) }# AActive management
' m. D, N* }7 y5 A1 b5 TAggressive growth fund $ D4 a) ^6 Q3 w# ^
Alpha
- X7 M: b; r5 ZAmount recognized
3 J! S7 s$ N8 Z; F+ O: I3 FAnalyst . _4 z9 r' y+ S& o5 ?
Annual effective yield }- ^! Y' G: ?! y
Annual Maximum Payment Amount% u3 I( u' S) M, M
Annual Minimum Payment Amount . O3 u: X8 e6 ]( a7 h3 G
Annual report
# p8 v/ i, A' |$ q% `3 s/ ~Annual Return
& E7 M9 U! b2 H, LAnnualize
# Z. J9 M8 G6 W8 ^7 q- H) P. z, E- B# \Annuitant 0 x. r" C4 q. U$ U* h
Annuity ! Q* k" k& m6 c Q
Appreciation
3 t8 n' m/ c" M WAssets + J$ G# ]9 B# b& F
Asset Mix , e9 |$ F- l, L4 ^' z4 \* x
Asset allocation # q* N: N1 F- P3 u* k
Asset allocation fund ( L/ k0 z4 z$ a% }9 M
Asset classes : y/ G- U1 d, Q3 f
Assisted Capital # O) Q1 [5 N, l
Automatic Conversion
G F4 K$ G; N8 a, W5 y) J! YAutomatic reinvestment; d1 y! r, U3 Q3 D( r
Average Annual Compound Rate of Return
, Y$ Q- R% f/ t. \- O$ SAverage Cost per Unit/Share6 \. |# _6 R5 |$ j' W3 M
Average maturity
# w2 U+ j3 X$ }' @4 XBack-end load 7 b0 Y5 g& s" s. z5 U3 \2 |, k
Balanced fund
& l8 x! j" O% W! o: U- k9 K# uBalance sheet ! m9 n# h6 c$ B. {# d$ H
Bank rate
8 U1 L3 @7 T+ S' d7 R: cBasis Point
+ _) X1 {$ B' q8 _; ZBear market
% J/ u% k9 R- tBeneficiary / O: w6 Y; b0 T% X$ K" S
Beta+ l5 K( Z J/ O. G% n2 y8 Y
Blue Chip : r8 `+ B$ z/ z
Bond * v, L! {5 `6 g! K
Bond fund 0 K4 D: ^/ h( [9 e; r4 t
Book value
. l' D) \9 g* {+ g O0 cBottom-up investing 0 e8 J+ z0 e# }0 @. j3 e
Broker; D# g" ~, ]% c3 {2 I E% b$ Z
Bull market
# ~$ M$ m' W3 Q8 y. Q; {( {Capital ! R0 s9 c" ]2 U* m; B+ t
Capital Gains
$ |1 }% a! l" [ I- ^& h$ f6 K- C3 GCapital loss
- k, m3 v( J$ ^/ o# EClosed-end fund
! j$ N' _# S( h* E" TCompounding
6 U9 E/ e4 v0 z+ k! U: t+ RCurrency Risk
; O, F+ \0 p: [) E# b" u' k# KCurrent yield
/ X* c5 A/ D& t: o# p' z2 hCustodian " K6 f4 h6 {9 R7 Y0 h7 a% e( F
Debenture+ p9 f# h& I5 L( ]3 P5 c! V3 e
Debt; R( e0 i2 w. U6 f, c6 M6 x$ q; F6 `
Deferral4 v M* h3 a) E* x8 d6 k- G; w D ]
Defined benefit pension plan
; R, W& L8 b; x( CDefined contribution pension plan7 O3 u: u" U3 p2 e8 T" m) Z
Discount0 ^) P( X5 f9 d, p$ Y
Discounted Pricing for Large Accounts: ], n$ N$ P5 q" i3 ~. N
Distribution History- m- B; U' |! @. G) Q' ?* [: T) k
Distributions
9 \* X* h( a6 `. h7 r( U! \Diversification
2 n, E* h3 `+ z; c* h0 @2 rDividend
# D; t- d' @" q/ i# x4 oDividend fund
( n- m C" O2 z' cDividend tax credit
$ a7 A) g4 A; F" XDollar-cost averaging
6 j) @2 y. B" D4 D ~Dow Jones Industrial Average (DJIA)
& t' {) M6 v* k: }; _8 pDownside Volatility3 F, y. F2 ^# J/ W+ B d
DPSP (Deferred Profit Sharing Plan)
: S8 q9 Q* D4 f: p& ` AEarnings estimates
' q g' i, {0 lEarnings Per Share: d; _5 z: ]5 W& F
Earnings statement2 D, L* R! o5 J! n" a- ?. o
Educational Assistance Payment (EAP)8 y q6 [, ?. l6 h( ~1 y+ S+ Z
Education Savings Plan
, \2 p( g, @: a1 MEmerging Markets
' o$ u% @1 ?# d# @( F; `Equities (Stocks) , K5 ?9 c& h7 D1 ], c" K
Equity fund1 z+ {: g+ _3 K4 Z# M7 U
Fair market value- z3 _& R8 A* F8 u& s7 l4 @: s8 N
Family RESP1 I! L4 N1 c& ^+ j2 a+ a
Fixed-Income Securities
* B m8 R3 Y8 J' v/ v. TFront-end load
5 v7 e1 y3 a YFundamental analysis
$ s5 m6 o" p7 n8 e' Q: o+ _9 b+ |Fund Number
! \. z/ G" V, z1 jFutures
- a4 k! m7 E6 zGARP. v, G& g/ u8 ^
Grant Contribution Room
) q- {3 B& H% M$ T: R: y: cGroup RESP) X' a7 H9 w; z; r
Growth funds " @! z, o! k8 e* B
Hedge
# H. ]! `: S2 J3 s2 uHRDC
0 ]* @8 P4 E L4 L& k, r) cHurdle Rate
! X4 p: r3 B; i( ^Income Distribution
9 }4 O7 S% c. T( u4 yIncome funds
2 C* d. W6 M' q* {5 }) dIndex
0 p, _6 M b9 v9 EIndex fund' N& G. ?3 ^8 j3 ~9 o; b2 |* X0 S; U
Inflation # @' B" E6 I a! s- e
Information Ratio
3 X) A y2 X* s" e" h0 @9 R+ P( `Interest 8 u+ H* ?# z! H5 v6 j
International fund
/ a/ H5 m, ?9 x" U, p0 e. U7 dInvestment advisor4 P4 O; ]- u5 p# w
Investment Funds Institute of Canada (IFIC) 5 l* _3 _7 M- I" Q' R2 q8 b
Leveraging# J3 o" s- X5 e3 I; b" m- R* u
Liquid
8 i2 w' k5 y0 a( Z3 XLoad
4 s# d% H9 D& i2 \6 NLong Term Bond
, u) l4 R4 L& y) \Low Load (LL) sales option
$ `. [8 V# |# N$ ?8 {" cManagement expense ratio5 `- L C9 ~$ J! O5 A% H
Management Fee1 F9 [3 z! P" R {$ k
Market Value of a Mutual Fund3 O) B% f. f" `1 i2 u
Maturity( }/ e9 l: S3 ~3 o) z( o
Mid-cap x. R+ C2 N/ Q' r7 P- ^' z" |
Money market fund F) Q# Y' u2 a; u) T5 Z! O( F
Money Market Instruments5 c8 S2 O2 I! X7 j3 m
Moving Averages& T0 j: F" U1 w
Mutual Fund5 M8 g: _& b; u+ u
NASDAQ0 K0 |+ ], s) y
NAVPU( f) B0 F$ J$ z5 U
Net Asset Value0 i( N- i+ R' Z" J4 f; [7 z: |
No Load
1 X9 C/ k+ S, V f2 \Open-end fund3 V5 |( Q5 u" _" \; T
Options
- }0 E/ ~- t' P" ]0 kPension plan
; H& ]: v' C( O) x& KPension adjustment6 ~9 v! W8 A$ _6 b1 K4 k
Portfolio% n: J8 U$ v- m# R
PortfolioPro
5 [6 J3 J6 F9 qPost Secondary Education Payment
; a, d0 n% u& n& H1 m9 J8 N EPromoter' ^) D4 N1 Z/ E( S8 Z) |
Premium" l8 X- M4 h# r8 P5 v* e
Price-Earnings Ratio
r) X ?1 b8 @+ kPrincipal
; W2 }1 o \. C' ^# D4 P& W2 kProspectus/ X, k& k6 ?1 W/ \3 l! ? i
Quartile Ranking9 e' s; ?. P( B) j
Registered Education Savings Plan (RESP)
; ? Z, q5 ~. F3 hRRIF (Registered Retirement Income Fund) * ]' n. d2 _3 [% r7 y" j7 p! @
RRSP (Registered Retirement Savings Plan)
9 o/ j4 d& |4 E% ERecession
. v5 w1 U7 P S; K6 kRelative Volatility
' M& s. e; n+ ?+ y. v/ G6 }Return
9 g0 R5 p$ D5 o) M! D# s8 F' YRisk
7 O5 J7 w* Z' [8 LRussell 2000 Index ' b) j/ w/ t w5 q/ Y2 _, n1 f
R-squared5 i2 u+ @# Y. ~3 C; i6 j
Sales charge
4 @; ]5 N3 D) x3 M' ^1 i% h3 [Sector Fund / v ?* V6 C6 Q5 s! ~( i
Securities/ Y0 r1 ]. _0 p+ ]4 j$ ?) e
Securities Act1 i0 r( n! F- J5 `1 y3 |- w$ ?5 o
Sharpe Ratio
5 ^ ^4 P) N$ V1 sSimplified prospectus3 T+ k: P4 N' b7 b: B& z
Sortino Ratio
4 W( r! T9 G" k4 E/ G& \: KSpecialty fund
( e. D" f' D& x8 q2 h9 C ^Standard and Poors 500 (S&P 500)
* {" h# U# C! ]. cStandard Deviation 4 ~! S! n( s) R0 ~% {. q1 B2 h
Subscriber( T- I( h' G( w. r) }
Tax credit
# p' u1 n0 u! w UTax deduction
+ d) ^" H9 A* ~: S: vTop Holdings
# S2 p$ Y2 d# V! k; C( STop-down investing! J+ s* C4 c! ]" i. b0 S
Transfer Fee
8 y# F1 k5 P( ^" Z# D& Y9 aTreasury bills (T-bills)
8 m* V0 ^# k. x. R! B& V* n$ g" M3 zTrust ' U' q" y9 N/ Q7 W
Trustee3 O6 n3 P: v% `* j9 q1 q+ P' Z# G- Y
Turnover ratio
! B0 p* G2 j7 y8 jUnassisted Capital
6 \" c+ Y$ [7 S( W3 i3 p. rUnderwriter% G5 e. u4 K- `2 u5 v6 S
Unit trust6 B% S1 @! u# N, n. ^/ ]
Value funds ; Z1 R, z' n7 F/ i. S. A
Vesting
5 L+ b7 f6 p: V8 F4 iVolatility& y5 z& x4 i0 ?" x( Y# P
Volume 5 J" ?" A" S" G" x+ C; L! o. h- `
Warrant" H0 B; q# W) `. g# V
Yield( i! T0 ^- Y; B7 c9 {
Yield curve+ C+ [% T% h ^3 G( r8 _
Yield to maturity |
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发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
