 鲜花( 0)  鸡蛋( 0)
|
Account Type" p4 a* j# n5 M$ u3 z- K; `
Accrued interest/ {- c* V% x+ }6 a# M! t) E `! E. P
Accumulation * T+ S3 ]" n: ~) `
Accumulation plan' ?1 l; L0 F. a, f
Active management* ]* y. a# Y0 }) d
Aggressive growth fund
( e* p# V! s3 K, N- P. b2 ~9 XAlpha
" E, w" V4 v+ |Amount recognized
+ N- Q) h7 {8 _, \5 [+ d0 s$ eAnalyst 7 l# ?/ I& y& s; h
Annual effective yield
1 ~2 S3 n5 D0 wAnnual Maximum Payment Amount# T7 O* o7 z; ]' B" V. G$ n% J
Annual Minimum Payment Amount
8 u8 C/ a2 E, |! G; w! D1 i; qAnnual report ( ], N, W/ @ i; u: j
Annual Return4 s! N3 D$ u. q
Annualize
5 L$ w- Y) `. E- d4 G) J) _* AAnnuitant
: l2 G3 {( G3 b; n8 j$ KAnnuity
! t: I% b9 o; {0 sAppreciation
9 i5 S) @ A' E% U3 o7 s- ?% E* i1 i! M8 Q, mAssets 3 L/ A k+ I- O" S
Asset Mix
~4 J1 Q; g% Q4 d0 ?Asset allocation & @7 C7 S* ]7 G' Y
Asset allocation fund # T5 Y( N* j: e: Y4 k& Z
Asset classes
+ M- s1 l7 U; TAssisted Capital 7 z/ N( b Z3 B7 ?' H0 n6 T
Automatic Conversion & x5 M/ j# \0 Q5 W
Automatic reinvestment5 |1 u! m6 B* B3 D) ^
Average Annual Compound Rate of Return ( W7 W$ t) L) ]& R/ G3 e8 Y
Average Cost per Unit/Share
) F$ X5 Y. F8 G' P6 Y; c# dAverage maturity
( u6 k- [+ I% [' ^( e7 VBack-end load
' n: w: d( d: Y" b/ L3 UBalanced fund
6 r2 p" m# |0 g0 A' ?Balance sheet q& l+ z& }* P1 J% u7 s
Bank rate: f( r" U! C3 a
Basis Point * j0 [ f6 X0 y
Bear market
1 _0 g# O% C" j) |4 N: NBeneficiary " {" i8 M% r$ Z/ b' l
Beta
3 {+ l$ a$ ~( TBlue Chip
5 i; T3 t5 W; p8 P. H: D3 d$ DBond
$ i& \; n( s# E' ]5 ZBond fund
, q. y2 x$ _$ J9 }Book value & s$ }; r7 M- B
Bottom-up investing
* V! W$ u9 s) ?/ e+ ?Broker
; B/ ~7 _3 F) Q6 D- NBull market
9 m" T8 [* H$ V# s) @, WCapital
. J! M$ @& R- e9 W( q- \/ @Capital Gains- Y8 ?2 g9 e: |/ E$ z; t0 I
Capital loss
8 ^ C, y M; L# h. w% AClosed-end fund
$ T2 g. w% w7 l/ m( L2 @3 `Compounding
0 \) b. y% h% B- K, }& }Currency Risk
: s4 `2 A! ~6 I& q6 [- Z6 iCurrent yield : K& F+ p8 l' u+ a4 G9 k5 G5 a0 v, K; k
Custodian
4 v7 a; u3 K! L# z& L4 rDebenture
4 p O7 T8 a& t! o) A* c1 zDebt% ~6 d: J- t+ V
Deferral
S0 d5 W+ D7 {0 }2 |3 yDefined benefit pension plan0 W5 o: `; i+ T$ B4 {
Defined contribution pension plan
: f+ X1 L; ^1 |1 S) MDiscount
5 D" z5 b/ a) K' A" uDiscounted Pricing for Large Accounts
; U/ A( n$ D3 A& N5 J4 jDistribution History
6 k. ]) Z5 _ dDistributions
4 t6 V) V* `+ I) G7 g x$ zDiversification
; H8 O4 |: n, s$ }/ E$ ]- r, m8 pDividend
( Q0 A0 w4 ]- b. z$ t" NDividend fund A$ Y" Z2 y. \! W3 R1 W
Dividend tax credit
% S5 j/ F n! dDollar-cost averaging
) `# K% v( }" r, D- ]7 i; SDow Jones Industrial Average (DJIA)7 h2 k4 ]5 `! k7 w4 o0 T+ R, f
Downside Volatility
3 C9 w) V/ H# K6 X- b# UDPSP (Deferred Profit Sharing Plan), X9 J9 p$ |+ T1 q! Y3 ?
Earnings estimates
4 a* K2 S3 ^% mEarnings Per Share
8 j, L/ p. a+ i, g. d# m; PEarnings statement
9 O5 h# B6 m- ?; @Educational Assistance Payment (EAP)
1 t7 x# m7 c$ _2 x$ a, sEducation Savings Plan' [" L4 _' T' ?0 m+ U6 q
Emerging Markets
9 }- {( ?/ n4 z0 d( UEquities (Stocks) ' _3 c; K+ R- |- ^. ]
Equity fund
9 V" E# S3 N9 p7 d3 @Fair market value9 Q; |3 }) X0 j2 v
Family RESP
) `7 W& ? V4 x2 P+ }" TFixed-Income Securities) M( G2 K' w: X3 U3 d
Front-end load
" N. R9 ~6 r2 O0 }# E, o& cFundamental analysis
1 O: `! H! N4 l0 a- t' ?$ X' b( }Fund Number
9 g9 W" P0 e& o+ S; BFutures t1 X. e7 }8 z9 w8 E: n/ \0 R, y
GARP6 R4 _( B# c5 p$ V3 _/ t: _
Grant Contribution Room
. S) k# @, H! bGroup RESP" {. Y1 S4 h8 A; c+ X& ^( ]7 {3 s2 Y
Growth funds % [6 m) }2 Y1 O3 D$ [7 }
Hedge
/ g" ?7 f) C0 xHRDC
0 A4 {0 Z5 j/ e, ?" G* A& I1 v7 XHurdle Rate
1 c" e9 _0 T# t3 J2 A) C8 rIncome Distribution
2 C% q7 j( _0 d: L8 P- DIncome funds s, A& v9 z9 @0 x; j# h. t k
Index
" P2 N7 E! m! `* f3 k8 P y+ r6 HIndex fund4 e" Y- c* A, y* g, F
Inflation $ \. Z+ d( ], `5 Y; w- u
Information Ratio
) }* \8 `; E9 i, T- Z# s- b2 W1 rInterest # }! R0 ]. u B
International fund
$ T! L1 D# G! s- c z$ }6 J( u$ XInvestment advisor
8 d& n" X$ a+ l6 AInvestment Funds Institute of Canada (IFIC) C) P. N* K$ e2 i% z
Leveraging6 Z( U) s% z7 B( h/ V V
Liquid
/ z2 u3 d9 S9 O" x0 x# dLoad
; v- O, e' v, y T/ y+ h8 DLong Term Bond+ F) c; k* B0 D. M
Low Load (LL) sales option! p) N/ J- O& F: r
Management expense ratio
. F; a, V$ Q$ @/ |% ?2 J+ xManagement Fee% f9 a6 i% E6 y( u. x
Market Value of a Mutual Fund1 j) x1 v+ @% m% l
Maturity1 V% D7 s8 a F& w! o1 A% V
Mid-cap2 k/ d) O/ q; s4 c% W) z- S/ q2 n
Money market fund
4 d) L0 s( I, MMoney Market Instruments
( b) N5 F3 \' u0 T, D/ `Moving Averages
8 U' `' e8 O% w) `( LMutual Fund; I1 t' R0 h; G: ~7 F$ V
NASDAQ
0 Y3 v! y! t* s( [# oNAVPU
' v' ]' G4 P- r6 p5 [! qNet Asset Value
7 N: D3 \3 E9 k5 @7 `; JNo Load% t! x9 S1 ?0 G. ]3 p3 k1 \, A
Open-end fund) G: `2 l. a# M1 a% z; ^1 j
Options
4 [6 f' ^/ L% W1 K HPension plan
$ m2 }8 M+ T8 `# y, v% C( t7 ZPension adjustment, I7 t7 M p1 t8 I
Portfolio( }/ g7 X( l/ m. H" Q% d* Y
PortfolioPro
5 U' l$ a; q _' f5 t: I- W4 IPost Secondary Education Payment
- U2 f4 a- C0 M8 Y i7 x6 ePromoter$ j( K4 y6 }! m' ]: d; }0 B+ Z) R( q
Premium$ O+ M! J6 j5 \0 S9 p$ e0 T
Price-Earnings Ratio
7 q! G2 Z, B1 Q9 aPrincipal3 O/ I2 b# \1 V
Prospectus
6 J2 U: v; z* v( a9 BQuartile Ranking
- @0 ?3 o' d& {" vRegistered Education Savings Plan (RESP)
: z, T4 X: t& e* @1 vRRIF (Registered Retirement Income Fund) / B7 B# v3 }* S0 k% y- c1 p* c8 ^4 I
RRSP (Registered Retirement Savings Plan) $ ^4 s" b) ]' k% }4 A
Recession1 e y( }1 b3 o
Relative Volatility
2 r! k y+ L* J7 ?1 e# uReturn6 S& P2 _9 B8 A9 ^5 D/ P* N7 w
Risk
, r7 b0 D( F' K( {6 H$ O/ tRussell 2000 Index
, B; F3 l$ ^: V* x$ L0 NR-squared
9 R9 b+ i4 {$ ~9 ]# a- ?Sales charge0 w- |( ]; ^6 E
Sector Fund / ]; W; Q3 T% A F* r3 z
Securities$ o. b1 b. d# e) y4 [% v
Securities Act" [. @. {, z/ m5 e9 ~# W5 k2 H
Sharpe Ratio) t ^1 e- s( N3 L) q4 K; Y7 M
Simplified prospectus
* V& }5 B3 P' x+ c7 Q5 d4 R/ z( \4 G0 tSortino Ratio
2 C5 {2 W* k8 Y% o8 q& B3 USpecialty fund
4 U C% l+ A3 v0 J1 _Standard and Poors 500 (S&P 500)
* K% u4 F2 Q. ?* }4 o KStandard Deviation
X! k4 U% S" p B5 VSubscriber( v2 {& i; `/ ~6 l0 J
Tax credit" S- [- W3 g+ {1 K
Tax deduction! Y, ^/ w! E) `: i; t/ |% @ V4 o. w
Top Holdings( z% } E9 C8 c# v" U! C6 f4 B7 T2 Z
Top-down investing& y5 ^) q! @3 L/ S- n
Transfer Fee
# V# V6 [, g4 v) a! K6 u, k( RTreasury bills (T-bills)
; m% \3 Y3 Z7 U7 W5 R6 y2 HTrust : J# s o! K% f
Trustee5 K9 ?/ Y) [8 }0 t; c5 ]
Turnover ratio 2 A* _, q/ d- e
Unassisted Capital2 e, x: j+ I4 E: W5 c; K) K
Underwriter/ }% \4 G) r9 n3 d7 m
Unit trust' S G% L2 h8 E1 i. j
Value funds - O$ T6 O+ ^5 D& H. z( w
Vesting9 u, @8 \( }' p/ k
Volatility
. k. x5 ]' j* j8 P! T: L4 BVolume 9 U3 P2 x* v% p7 @; r. a
Warrant( U1 ]3 I$ G8 d9 }) Y% @" |3 q& l
Yield6 Z9 }: m% z0 m. T0 ^
Yield curve
1 Y# x& y% l' u$ Y7 oYield 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
