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Account Type, ]) X: ^2 e0 r# }4 i& y2 q
Accrued interest
: B6 B N1 p8 z* z' y0 oAccumulation
* V1 ^' c$ D' T/ j3 A8 d0 {! oAccumulation plan
7 X8 N4 r6 [6 ?; v/ U X1 rActive management
, ^6 z, T- M$ Z7 s7 a. PAggressive growth fund
0 ?8 u1 k+ Z# ~9 p) {; D0 IAlpha
( L* R, w$ K1 u6 S L& bAmount recognized
3 G1 G8 c0 V# [# t7 `, D% lAnalyst
! J! ^! g1 }5 K. g/ X- gAnnual effective yield
( H- j% I1 j* R$ [7 hAnnual Maximum Payment Amount
8 s' C: N- {% x" H9 Q! V5 p' YAnnual Minimum Payment Amount
; W( I6 K) F# ]' L7 SAnnual report
9 d$ R: A+ x$ ?7 c2 xAnnual Return! h2 Q, ^4 i4 ^8 H
Annualize ! F) j9 \) d) k7 c. b4 J
Annuitant 7 b% s" J% |, _# o
Annuity
- q, G3 ? I/ A: X/ KAppreciation
( w! J5 y+ r, B' |/ WAssets , v: E1 Q, z) M- q
Asset Mix ; O/ o7 M6 w/ S0 k
Asset allocation 4 c6 H; N; l/ C9 _; C
Asset allocation fund 3 L* v% ^- S( Q7 q
Asset classes
6 |, i) L7 t5 P5 \9 f* B4 XAssisted Capital 8 ^" X$ y) z1 q$ q0 L; T0 @
Automatic Conversion
6 }( X. ^0 B$ R9 ?Automatic reinvestment
, a$ |, ?# q, r7 iAverage Annual Compound Rate of Return
}" }6 t1 P8 ^2 F& z& g: eAverage Cost per Unit/Share% M! |; q+ V5 t2 \) b5 A# d% t
Average maturity8 y' ]' F J# n2 x6 r
Back-end load
. r _. a9 r: k3 b' S- L7 jBalanced fund
& W: L5 j( \1 }+ `- [5 @7 GBalance sheet 4 F; L" b8 Q8 `# O/ d, q
Bank rate
) T8 { h+ J( W9 l! R# \" W- f: Q/ sBasis Point
$ Y: g5 }* z2 \; jBear market
( J. |" ]: s$ y4 G2 IBeneficiary ! w$ V& s1 [0 n5 M5 y: Q
Beta r* q' Z: ^8 [7 `8 E
Blue Chip 0 t/ }( f% d" y: e
Bond
$ D& o7 X% P' [0 W8 UBond fund
9 C+ s+ m0 S9 A1 C7 X+ d. O. GBook value # J+ o) l' }, T& i2 n7 b* o
Bottom-up investing - G% a5 Z) J5 a
Broker
9 @6 P. {( v6 d+ c% dBull market
7 D% d$ E2 G/ {1 v& E( zCapital
$ l8 [2 m- s' u. E7 GCapital Gains
* y/ t/ ~! l% a% ]Capital loss
! ?, Q o6 K! |0 G7 }2 sClosed-end fund
: f4 I- {0 E# }- `. C) E7 uCompounding
% [! J4 C- { YCurrency Risk : n! K, a6 H, N$ u
Current yield # c- V* [+ v* P4 ^7 Q9 ?) X, b
Custodian + @8 |# S% Z* X
Debenture
* y4 s( i) w+ d1 l' \Debt
; C! _. e2 P# |3 h3 @Deferral
5 P `, Z6 [& eDefined benefit pension plan
9 M: `4 c) @2 i) h& gDefined contribution pension plan
5 i# z5 U" H9 J$ q% h' B( M7 n+ iDiscount
; V6 E& ~, F9 d# m9 r9 rDiscounted Pricing for Large Accounts
* G5 M; J) D `7 S& ]& ~Distribution History
" B# A( \+ X( Y+ z4 K! j# MDistributions* H7 ?9 P* k3 ~0 }# w
Diversification+ [( a4 c. s7 C1 I) Q. s3 y
Dividend
! A5 `4 X3 m/ H; X# W, @Dividend fund
* {2 j2 X" w8 |- ?- O, W* @% {Dividend tax credit
3 Y4 f1 t% v/ C/ N1 E4 d: M9 |# gDollar-cost averaging0 ~. N9 k0 w- Y# J/ T8 E3 g3 a
Dow Jones Industrial Average (DJIA)" N9 [; {& I. v% O
Downside Volatility) _4 U$ z5 s# ^( O
DPSP (Deferred Profit Sharing Plan)2 z1 z* O" x4 h; O$ C3 @$ s
Earnings estimates8 g$ N% v) P$ v6 [6 z& R
Earnings Per Share% T8 b9 M2 d% b0 r
Earnings statement
" l6 Q/ V. _% |, J7 l5 |- O# [ F: L( D9 rEducational Assistance Payment (EAP)1 [/ [' b1 L# w6 c
Education Savings Plan# k; q0 g9 G9 z: x1 }
Emerging Markets6 a6 h( D$ I, h& ]
Equities (Stocks) / l: |% ^" Z4 G& K- S$ F
Equity fund
Z* b9 A6 h- Z7 @Fair market value
- H3 }( Y9 _- ^1 Q$ RFamily RESP% L v/ C) P( m. K0 ]
Fixed-Income Securities3 n, `# K$ h J" x# A) r P" w
Front-end load
% M) u! f2 _: A( L; @1 s. L+ t8 EFundamental analysis( Y0 T8 x/ p! b1 @
Fund Number
2 ^4 N# ^6 Y8 v7 Y6 d' wFutures
0 _* c1 k" q% qGARP
: f- X* I! [1 u- E3 X& @6 D5 ^* fGrant Contribution Room+ X5 i' F3 v7 M% h' }' W# y5 m
Group RESP
* ?( U' l6 |; R. vGrowth funds / S1 \- y/ Z% S; V5 t3 ^
Hedge! J6 \8 T2 d e/ v6 e7 G
HRDC
% |4 T s% P4 f M7 g: BHurdle Rate) N9 Q C9 K; v& K1 n) C# I% I
Income Distribution/ o7 _: q" T& R! N7 n
Income funds 4 p4 m; D% T4 ]2 n- S$ s
Index
' T$ |3 K1 E# j' \, Y+ qIndex fund
) v7 J/ [8 f$ DInflation
2 Y2 \% i6 J2 o- q0 s! v3 d% {2 lInformation Ratio
5 L W6 v5 l' D& |& K u* MInterest
' U \4 W4 U6 F: P# EInternational fund3 I8 M7 D$ m; Z7 X% g$ p0 m) g
Investment advisor
+ I& c \1 J! ~5 G# UInvestment Funds Institute of Canada (IFIC) ; k( F D7 [* q( Q V; L
Leveraging# A4 C) ~ W# ?' W
Liquid
$ ?3 ?% U" Y7 ~$ hLoad 3 u6 D+ {! X9 j1 Y4 [1 P, {7 i
Long Term Bond
8 g; m0 K# k2 O, MLow Load (LL) sales option4 o4 i& Z0 q( A2 s8 w1 Z) M$ o: r
Management expense ratio0 R% r; V0 U% R$ m7 o: [
Management Fee
' _( H, V: |, w) LMarket Value of a Mutual Fund
$ c7 w6 U7 |2 p1 F8 U, q8 `" c" OMaturity
8 p' @, b( s1 X( C$ L; y6 LMid-cap( H# p I% i) F; G
Money market fund& X( S G" `) ^) L8 _( f: P
Money Market Instruments
8 d8 G; T' w/ M7 D! `0 E9 G; {Moving Averages
, ^# ~# q' ?# J0 p0 h# [Mutual Fund0 A' V Z- _; r" i1 d
NASDAQ
R8 f7 T0 x: t8 j$ XNAVPU: j+ o# e0 s: _+ K
Net Asset Value; b9 J. Y' j2 `. g" C- W
No Load
T1 C8 h. K# X1 k1 ~. `$ KOpen-end fund9 [# t7 r" [7 c
Options
* H- T& e. y; @$ x2 \. EPension plan1 j; n/ R1 [0 Q) K4 o
Pension adjustment: V5 E4 h, S5 ` a# B6 q. x
Portfolio2 Q6 I/ K2 A, w
PortfolioPro& R* d1 J" I7 P
Post Secondary Education Payment7 k$ r6 u+ R* c4 M
Promoter+ R0 q5 E" o y8 ^7 j
Premium. h( w1 M8 C! L8 z. ^
Price-Earnings Ratio
/ W# W3 Y' s# }4 I# ]7 J( }Principal
5 d$ y: ~+ @- HProspectus& `# F! @% i7 [' b- s
Quartile Ranking
2 [2 u1 Z& ~4 G: G7 D+ aRegistered Education Savings Plan (RESP)
; ~# r) g9 h. k5 o! `RRIF (Registered Retirement Income Fund) o/ `. s; v+ H+ c& o. x
RRSP (Registered Retirement Savings Plan) N/ `. b, [ q. n. p; r5 D
Recession' ?4 a: [" W' ], s6 R
Relative Volatility
. I" |1 P' L& V! L/ p5 p5 l$ qReturn, t0 B" _3 r2 R8 p
Risk / x M2 d* v: F9 ~' v" Z# j
Russell 2000 Index
- \5 L' @: O: h6 FR-squared- g( y; @! C' R" d+ p! Z- U
Sales charge8 q$ Z( o* ~7 r. Q* o: S9 h5 s
Sector Fund
0 y3 @3 n' H$ o+ a* B- ?4 k/ Z1 bSecurities
1 t: n6 \% @% j u( e4 D/ kSecurities Act
7 [$ T" {) q' V: o7 N4 LSharpe Ratio4 _3 r; g8 d0 b
Simplified prospectus
8 h( Q0 k; v1 L c3 ?& [( K3 t3 ySortino Ratio
, }, A- p; a6 \3 K+ U5 g. _# _Specialty fund3 j, I8 N6 t+ }7 m" D
Standard and Poors 500 (S&P 500)7 I2 D; m& s& c7 S+ o; t3 `
Standard Deviation
' w" j. V$ c% R! T: `8 iSubscriber3 u) O0 i3 [$ a8 a8 t F- n. K0 x
Tax credit
D8 C/ T, T+ G7 @Tax deduction+ ^) B1 X4 H- ]8 z2 W
Top Holdings1 P2 @, M6 P y$ s# i
Top-down investing
1 s9 E$ }: {2 |* r" w5 c3 s9 h) ]# XTransfer Fee9 R" C' w5 p; b% \/ q
Treasury bills (T-bills) : o0 O# j1 F2 v
Trust 9 E' _# r% z. b; L3 V
Trustee
* A2 n* l- i" J" BTurnover ratio % r' [; v, O4 h+ I
Unassisted Capital0 e* l) O# A% i! w2 j
Underwriter
8 q' }# b: | L4 ZUnit trust
: c& v3 L1 C4 vValue funds
; f; t! \6 F. I; wVesting6 i" W2 r) f9 R! i7 h
Volatility
n# l6 q% B% p1 PVolume
6 \4 X" |4 W5 R; ^5 RWarrant1 m* x1 F+ k9 Z1 z- p* X
Yield
+ ]. O0 H6 V5 K9 `; Q" F$ u) kYield curve
( ?0 O% L5 B3 ?. R1 FYield 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
