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Account Type( R7 L2 S. f/ j2 R/ F$ J, Z: z
Accrued interest0 |( B# ~8 k( ^8 O! v: J
Accumulation 1 E6 @( H l1 z# B+ K) A2 }
Accumulation plan
" T$ L! F% U# Q6 N: T, M2 I# s' zActive management! o# j! ~6 r7 o
Aggressive growth fund
1 k5 l4 `3 D; K+ l, w) sAlpha4 Y" u+ u. J; `( f/ ~6 [, z8 e1 M. |
Amount recognized
8 a+ ?, G% f, @Analyst
+ \/ e- ~5 e" m s; f3 R! ^& i1 ?Annual effective yield
# i/ n1 u2 ^, VAnnual Maximum Payment Amount. V& V" y. s& C9 _
Annual Minimum Payment Amount
6 [3 v4 d3 q7 w% R6 jAnnual report , d' }8 L7 e6 N2 T/ m3 d
Annual Return
) F, [3 h; B7 B3 HAnnualize
7 x2 W, K% F4 R9 lAnnuitant 3 J( n! V6 x' v3 p9 H8 c2 A
Annuity / o) \: w7 T4 o) p, q
Appreciation" Q6 P$ b# ~' \5 W- Y
Assets _) Y- e; t5 p/ b7 N( c6 s p
Asset Mix
' T" {; G+ o: xAsset allocation + x2 U! Z) S; U! Y( m7 r
Asset allocation fund
( G2 ~- y, I/ m* k. L, Q7 I! [2 fAsset classes - o c3 u" d( G: U, {
Assisted Capital
`: ^8 |5 M- h! WAutomatic Conversion
$ J: Y. s: S$ X) W5 WAutomatic reinvestment
. _( S1 c+ p* LAverage Annual Compound Rate of Return # l/ N3 ]6 X7 \8 I/ x* `
Average Cost per Unit/Share
0 Z" d3 C Q* \8 l- }4 R) jAverage maturity
& }% N v3 v; I3 p1 \Back-end load . J8 F, u& y$ Y0 K' r7 P) F# F: H
Balanced fund % `( T- `: l( `
Balance sheet
4 l9 ~; Z- F2 Q# p+ qBank rate- u, C, l3 a) W+ f, H
Basis Point - O9 u, O" S; e% U/ m0 X
Bear market
( J* y" s( \9 x C0 JBeneficiary
/ K$ d7 Q9 o- l- [, JBeta0 F5 |% b6 ?' G V+ o- F2 {
Blue Chip * [7 J; w* S6 n! y+ N- O
Bond ) x2 W1 J# D i5 e2 l( f
Bond fund ) z+ r1 W- K2 H# m
Book value
: j( G: k) t! gBottom-up investing
# s% L' v9 {4 Q% Z: ~Broker4 I/ w8 O' X" C" W+ k9 T9 ^) }
Bull market
* Y) _; w: g! Z, O( CCapital 6 d8 r4 V; [) ]" N- o
Capital Gains5 h) K% `3 m$ g& K' p5 [
Capital loss
( v6 _& G; l% L% h1 LClosed-end fund
; @- U9 O/ t* e+ a" lCompounding
( O' p, i6 r4 y6 u1 f9 MCurrency Risk % p; m1 d0 B, L# X
Current yield
8 u! w/ g8 C- @. r" O' o, aCustodian
5 ^& Y( `/ L9 A/ ~, o' qDebenture5 i* j) L: K4 A: V4 g6 G
Debt
' f3 L. c. F. G. b' yDeferral! g6 F* q8 L8 P' n- U
Defined benefit pension plan* N1 P6 e' r; G5 y) c# R3 c
Defined contribution pension plan( O% B y; w/ b5 [, U! F; f( X
Discount
$ A1 M; n; z3 M0 F8 x' e4 M$ o$ ^Discounted Pricing for Large Accounts6 `( R8 w5 q+ e
Distribution History7 O& i; N( T- B: p9 Q, A
Distributions0 C) H# r5 ?2 s/ H+ j
Diversification4 `; T: W) u5 P+ A* r/ o0 ?
Dividend: t d4 q. D& X8 s$ v
Dividend fund5 e7 {: Y% x) f$ `0 r: ^5 s
Dividend tax credit
8 q% H9 M5 R6 j3 [5 p' h6 \" FDollar-cost averaging
/ u/ M2 F3 D% fDow Jones Industrial Average (DJIA). I& A4 K! b5 F, K! i
Downside Volatility& H8 d# J% B" ]1 \7 D
DPSP (Deferred Profit Sharing Plan)
9 R$ m9 g$ C( _0 ~" T5 }: o( b- DEarnings estimates
& ^0 Y7 K! |; L7 h6 [& k" SEarnings Per Share! e& ^! e3 ]9 `
Earnings statement
: r8 H+ L/ p' t# y' y& KEducational Assistance Payment (EAP)0 I( W9 J* q+ W" a. H
Education Savings Plan
: @( J: V: Q0 g @ p! PEmerging Markets
" y# k6 ] G5 S+ _& qEquities (Stocks) " J( K# j' i. b4 a& I
Equity fund
4 L5 a# @2 E3 B4 ZFair market value. g" d2 C1 F5 i" Q
Family RESP
! @4 ~3 d9 s* w& ?Fixed-Income Securities+ t* E$ ]; M t- k6 V
Front-end load
( K/ W- I0 ~. WFundamental analysis
0 |4 J% Q6 M( v" G- {; x& H- dFund Number1 [* L' c" M3 ?2 h& t) j
Futures# F4 k+ ?0 s0 `) f$ M
GARP& G9 n) T% W, D1 ]0 o
Grant Contribution Room3 _6 M/ u. F; M5 x. z
Group RESP5 b* Y K, f" \6 {
Growth funds
- R# J% c$ C3 p' v1 o. LHedge
5 J/ n" Y5 F* aHRDC
- [9 z: W* u# i4 _Hurdle Rate( v) f& m( Y+ u2 H
Income Distribution
d: G* F- y2 h; MIncome funds 5 v9 s+ x9 p! v
Index1 a: n7 f+ n: b2 W( p
Index fund
# }& z1 N. R: q/ ?; H' KInflation
! R0 P* t3 y4 K; }Information Ratio
- K+ x" D9 N+ H4 Z3 g/ p4 V( C* zInterest
) s _! a& c6 ?3 ~4 L, b2 z0 s+ VInternational fund' W% d/ y! @5 I: G2 j) k" I4 Q: u# n
Investment advisor
. q2 ]& p% D/ H0 p# AInvestment Funds Institute of Canada (IFIC)
! g* l& h5 \% K1 ULeveraging
5 I7 F2 i& @8 [) N; c" ^. fLiquid : y7 ^& ? Q+ ^5 d) H8 b* b1 D
Load 0 c x9 N3 i( f
Long Term Bond/ N6 }6 ]& U6 U0 ]
Low Load (LL) sales option
% t1 A, j- y: w2 R4 fManagement expense ratio
" W; Y: ^" R; b, q# \7 iManagement Fee( w @7 E/ s2 G9 N9 s' T
Market Value of a Mutual Fund
3 ^+ G. A. Z4 k. x3 ]; ], G4 e8 c; JMaturity7 x2 g7 h0 k8 a h7 ~$ l T2 p) V
Mid-cap6 \. v$ z# x) Q0 ^/ Q6 U
Money market fund( k; Q4 ?1 J1 k) v( v, X1 v
Money Market Instruments) p% A9 Q$ I' F+ i
Moving Averages
7 e! t2 }) A0 m, ~; t7 ^8 t5 IMutual Fund$ C9 D2 }" L. m
NASDAQ1 [- \$ P! _0 P$ J J' ^
NAVPU1 G5 w) R& R) E t2 ?& W
Net Asset Value
4 ~4 h# V# E/ W! L- k8 ?4 GNo Load+ `' Y' F/ K v
Open-end fund8 W' ~9 M) M4 h3 B* c
Options7 r! ]8 q4 N& K$ ~( B7 o0 e
Pension plan
4 x% O! h5 C, WPension adjustment
( A2 h8 F9 A+ qPortfolio
( w- K6 p7 g8 H8 T( B5 [PortfolioPro" A: U& e% ^; X$ L* a8 _! V
Post Secondary Education Payment
1 o4 Y' ?1 \0 c; P& [Promoter) `2 k; V/ G9 {& u" V' ]8 @
Premium
! W- z1 Y: C* l& BPrice-Earnings Ratio
2 d* H7 L5 z; ~8 t9 ~# q3 X5 s0 NPrincipal
7 C' q- [. z4 \Prospectus
, K8 Y3 y+ E: h$ OQuartile Ranking% k/ e/ ^5 [- S9 Z! T
Registered Education Savings Plan (RESP)
% [- j" t4 e$ U* j# i c1 g @( q4 ?RRIF (Registered Retirement Income Fund) / B' Q! P$ {8 X1 G/ I
RRSP (Registered Retirement Savings Plan) # r, i0 d* e# k$ }' n
Recession
& @4 g# h @& V6 y, Z) sRelative Volatility$ e: I4 }, I, J3 ^
Return) D# h9 U8 {4 |) n6 Q- U: D! g+ M+ L
Risk
& l9 }4 S, D7 r& }) X/ r& rRussell 2000 Index
+ X3 G ]$ W+ N# u9 tR-squared
5 e' {7 K- T" ]) a4 _2 OSales charge4 n$ m1 G5 r+ P9 F3 Q' Y, d
Sector Fund
% U* D$ Q% x6 g: c! N! a! x" U, vSecurities
- n* M! ~' j! k$ s- X4 WSecurities Act
4 K* i9 q3 P& l; [7 ]- @Sharpe Ratio
1 h9 W% ` _* f" A/ _Simplified prospectus
$ \9 L* g' t. t8 Z6 ~* `7 V. r X) X( NSortino Ratio' j) f2 a3 o) r B4 v$ v
Specialty fund" ^ T1 U* N5 c: y& r! y% X
Standard and Poors 500 (S&P 500)
. r7 }' B" M" O; V9 p+ ^% JStandard Deviation 5 n+ W9 I- h5 o/ C: v3 s
Subscriber: q1 k. h; s* o; U% m: N% T: C% l
Tax credit
. U8 f+ m0 e3 K2 g! Y, `Tax deduction) H( F3 O0 y: j/ E8 Y) _
Top Holdings
3 Y9 r# G2 ~: n" W2 j2 j% iTop-down investing
! ]% P- U/ f7 D& y9 cTransfer Fee% n; o# G2 R8 N& {. h) F
Treasury bills (T-bills)
# x$ I1 V* G- f+ U7 GTrust ; _( k5 b* Y2 K5 _+ {' l" R
Trustee+ i! |8 S$ p& {7 R5 d7 \0 t
Turnover ratio 0 N9 S( e" k' w5 }! G) d
Unassisted Capital
) C5 Q7 s; W* a6 b; t. EUnderwriter
: L8 o- C+ ~) e0 _Unit trust- J' U: j" T' `) i
Value funds ( S `$ Y) N7 J5 p, Y0 q4 i8 R
Vesting
0 M$ c" `* R3 U0 YVolatility$ D7 l7 l/ r x n
Volume v$ f9 t O; l( n- e
Warrant2 E+ M5 B4 D5 d1 e. z
Yield
1 S& b9 f: I( ?( B$ y# zYield curve
& @8 n4 p3 G: C( w1 s6 E. X4 x, eYield 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
