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Account Type- x* i$ r+ _$ @. Q0 P
Accrued interest2 s1 n q# h1 q8 O6 \7 b! a9 K, t) ^
Accumulation ( r A% P& Z. N2 W
Accumulation plan
4 X6 U4 s2 A) W3 c$ `Active management
2 p( W( h0 X9 P$ z( o" pAggressive growth fund 0 Z* W; ?- U, v! j {# v/ [, a; y
Alpha8 }! q' V/ Y: Y! E# q; n9 T
Amount recognized 1 R( x7 n( s* k4 E6 _7 \2 c; |6 O
Analyst ; ~! n+ i5 b0 Y) z) K+ B1 O: }
Annual effective yield % g, V$ A0 m* \& s
Annual Maximum Payment Amount' m/ k7 h2 i% @9 ]$ |# }% m
Annual Minimum Payment Amount 6 b$ }" n8 J. f6 m+ d' T
Annual report " s! t7 n7 |# e. O7 ^9 A
Annual Return
( m, b. V9 o. t2 v7 R5 h+ GAnnualize : D# S1 `# y" A0 O/ ]
Annuitant % a( R& e1 Y+ V: j
Annuity
$ |3 ~5 Y' g% eAppreciation
/ W1 |7 g7 R' kAssets # X$ T; ~. ^* n+ U. o% x! }4 M
Asset Mix 2 A% L) F$ {5 W6 ?( P# G
Asset allocation
1 ?5 l' ]& E5 U5 _2 qAsset allocation fund
% H/ h7 O7 @- F$ e7 q/ F: b# DAsset classes
2 S: _9 M, K3 s( H0 Q% sAssisted Capital
' O' e& ]% ^9 y; u: J. vAutomatic Conversion
) q. z# g8 r4 \/ @0 \Automatic reinvestment" l: }4 y4 P/ o2 W( V! L- A
Average Annual Compound Rate of Return
# c* I6 E5 w- ?6 b3 T, }Average Cost per Unit/Share
& V, \2 t/ M6 A0 |- F, o; NAverage maturity
; ^1 O2 ?) y; T) U: y" DBack-end load 4 r0 i \. w' y3 d, L; w
Balanced fund # c, G k, L( ^0 @2 o
Balance sheet
+ p8 G$ x3 s0 A# A% r) k- O( \Bank rate
! z1 S8 h0 E4 X% lBasis Point
5 n1 j$ q- V7 \1 hBear market
0 t# I. X' i0 V/ e) dBeneficiary
& z% x o6 q- D" |0 sBeta( f9 T+ l8 q7 C* B0 e" p# e( d3 B
Blue Chip
8 O0 p5 v9 t. k& }- u; PBond & X" i- `7 P: }
Bond fund 9 _& @6 ~( o0 N5 ^ a: Z1 S/ `
Book value
) M2 H9 F2 y8 |0 r9 B) S( WBottom-up investing % B: U, U& L" t! l4 d% _, z
Broker, \' O3 i0 M ^, J/ y8 O# e% B
Bull market
' k; _+ f! p0 M% o) uCapital 9 w' h/ m. N* m* R- W, g
Capital Gains
' ^( v$ R; \ T5 w, sCapital loss
|% S( [2 }7 m: X3 j8 M, T8 [* E' e5 W8 dClosed-end fund
" [1 k- _4 k2 [' c% E0 dCompounding
7 v3 ^' i5 a" U8 x) U) UCurrency Risk
6 X3 N! f& A0 I0 pCurrent yield + Y# @" D( G% }+ v, z1 V
Custodian
( N6 K/ e: O, v5 f( X6 HDebenture+ D" h- q' ?* M2 b
Debt9 {3 z9 W7 d9 ~$ E
Deferral
5 v% y0 u: G# {- Z5 _& c; R; ODefined benefit pension plan& m5 r; h# o& N! Y+ i' F
Defined contribution pension plan% i4 ?, K+ Z; n4 u
Discount
0 R+ ? G" g$ P/ j! l8 {# m, NDiscounted Pricing for Large Accounts
) b# s5 L7 |- A3 J$ M8 }% r6 p" o* J0 iDistribution History
" K0 t( @) h& q+ v, `) CDistributions) `8 C8 R* G _7 R; V" I
Diversification
0 b6 e/ w3 F" [6 I5 T* C" n; ^Dividend
' x& `! \) Y0 e9 ?& cDividend fund
& N# `" X- C! ~, b7 r! MDividend tax credit& Y' l- ?# w: M7 N1 x. |( P
Dollar-cost averaging, C7 @! L7 |0 M3 d4 o. t, t
Dow Jones Industrial Average (DJIA)! H# \4 S$ m& M
Downside Volatility
+ \: Z# A8 z1 Y! o- n+ yDPSP (Deferred Profit Sharing Plan). o ?: t4 C, b: y* a3 y: n
Earnings estimates3 t# r7 s# [: C
Earnings Per Share
H Z, b, \1 FEarnings statement& v5 B, A' F* ~, ~1 y6 J
Educational Assistance Payment (EAP)
/ B$ o. P; I8 h! n% A) CEducation Savings Plan" k" s _, g3 z; j' d
Emerging Markets
6 H& @7 L7 {) {, l+ ]* V% ^Equities (Stocks)
9 g! N/ c2 R! z i5 K+ g0 DEquity fund3 b/ f$ U4 U7 y( g/ x
Fair market value7 i# l# @0 I( Z
Family RESP* A) U' E: S4 M# H+ U' I
Fixed-Income Securities
' y, p) u& T( G7 w8 ?* H: j& _# s+ iFront-end load
! j p6 x8 G% g$ E3 E6 vFundamental analysis
3 j9 i2 ~; f: JFund Number& S# ? i5 L# T1 j/ `
Futures( {; m( h- P% F- ]4 r! a
GARP! H% q6 m2 d: f
Grant Contribution Room
! \' h9 \ A! P: NGroup RESP: S& J: J! ]+ r& W9 N; u
Growth funds ; X; r" R' g8 @ _
Hedge
7 z. E2 a, _, `- v; lHRDC$ t$ U( M r, E: m
Hurdle Rate
/ D' M' g7 ~. k& j( q. ^Income Distribution
$ `, C/ y ^- a1 M* o4 mIncome funds
( U7 T/ v$ k4 O% t3 DIndex
6 g5 V2 R7 T) RIndex fund5 G, J! E6 f4 ?3 N
Inflation
4 u; H [+ q) b6 M9 y8 f) o0 Z7 SInformation Ratio
* m/ k6 `/ p* WInterest
# m% J5 T3 w$ B2 N' y# j3 \3 zInternational fund/ U' k$ q* n, M1 N
Investment advisor
9 ]1 t& r* t% G/ {3 ~' O3 zInvestment Funds Institute of Canada (IFIC)
, |( _5 X% U, W2 J# U2 R6 W: M& W7 jLeveraging
% x) K6 t* b% y2 B ZLiquid
: f" Q# W" u$ S3 C, }Load
9 q) D, W( ?/ i: U/ o7 eLong Term Bond
|1 ~' i4 ?( O/ Q9 ] H* a0 U& j5 WLow Load (LL) sales option/ {3 e( p% r" m
Management expense ratio0 \$ M, P6 F- B" l A
Management Fee# a5 I2 W- }* I
Market Value of a Mutual Fund/ B% o, G4 k( D; I H
Maturity
+ N1 D' x7 e. T3 E qMid-cap
6 O9 S- J& ?1 `5 m' UMoney market fund
4 \& y1 q5 v0 T* pMoney Market Instruments
& R8 X0 V' t. SMoving Averages
6 g c# `1 a X: U0 tMutual Fund4 _$ O; l% P) H" D& E
NASDAQ5 |" s d3 I4 [* i! L
NAVPU; ]8 x& B+ | r- m
Net Asset Value9 P F& S" M: s j8 m- u
No Load
) x2 O) u& T0 [. @; j) s/ J4 ~2 kOpen-end fund9 q) Z/ h3 X% r8 ^/ B
Options2 @; t: E- c+ i/ ]
Pension plan( a5 K1 i8 B! K
Pension adjustment
! p. N( Q0 V* N, U% @Portfolio+ n. ]6 q0 l) {! ]% T
PortfolioPro( r: }8 E- O6 i2 W# A. u
Post Secondary Education Payment
8 B5 I: k* x4 E" A9 ~$ u! cPromoter
' K) I& u- i& |; {8 q: UPremium% f. g7 Q! E0 U3 Z/ f/ N! k
Price-Earnings Ratio/ F% q) o: ` K3 N5 ~( A2 I# s
Principal
( \5 O' w1 H7 q+ LProspectus
/ _# _1 }5 @' Q. A0 e+ h& c/ A4 ~Quartile Ranking( U- ?, y; K4 a4 Z5 T( l4 f
Registered Education Savings Plan (RESP)4 R( v/ \9 B( \3 `* R) i: f
RRIF (Registered Retirement Income Fund)
$ M g& {$ g/ O; LRRSP (Registered Retirement Savings Plan)
+ f1 G' c# M+ T) _! K3 ~5 G+ qRecession
- j4 } x0 J+ d: l3 PRelative Volatility
/ O8 X( @; _& W& ]* f o- gReturn+ Y% z: R1 e J* W! I
Risk
+ E" T( [0 _) f/ GRussell 2000 Index 0 ?6 u+ t% [; h; \
R-squared
; m5 U# a8 B% u; o8 c9 {; aSales charge: g2 n- c1 E& S4 v7 A
Sector Fund
$ @/ a; O/ T6 Q5 E( e8 W6 oSecurities* L" J6 t; Y# X, v7 q }
Securities Act
% Q, H+ M d- M$ p4 eSharpe Ratio# T5 I; f: f: B5 M
Simplified prospectus4 ^6 R7 p+ S5 P: \9 s- l
Sortino Ratio
# X1 c! D4 I/ {& @1 zSpecialty fund
3 I1 ~* k9 e4 h, o$ ^' V# sStandard and Poors 500 (S&P 500)
/ b" ~. U l# h/ ^. |Standard Deviation
8 L2 |5 F% `) { Q( z$ O/ Q/ }Subscriber& {# L8 l3 t A& [- X
Tax credit
, ^ J; N4 |4 oTax deduction
8 o. L2 I. f! n6 M- e6 CTop Holdings
0 w" M" B- n% D1 C& L' D/ V( wTop-down investing
+ Z+ z: V: z6 n( `2 z( S8 ~Transfer Fee
4 l. X, Y3 B" g* P2 _, `Treasury bills (T-bills) 5 u. |! a; j; e. y
Trust
0 Y8 C3 \& ^, e& ETrustee* s6 c/ p4 V9 _8 N
Turnover ratio
+ J! g! m$ M% i# s W( T% oUnassisted Capital
. R* q( o" r* b$ @Underwriter
# S7 Y, p, M9 A7 p' QUnit trust8 ?8 w; t A- d0 o$ M# P$ w
Value funds
, R! r8 Y8 x9 G& Q+ D* AVesting3 K) d2 a. |, `; b: P# R
Volatility
- h8 w1 i# o1 a2 `' h- o6 c7 RVolume # O% {$ g0 p5 `) s n
Warrant2 D/ i- V' ^3 _8 ]/ b% V
Yield
# Q/ b$ S9 N7 J4 m! v4 ?5 SYield curve, m( v- S6 }) n2 o& ^
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
