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Account Type' ^* O. a8 \+ t9 \1 b# j( m* f( S
Accrued interest
- I: u; w7 `9 x- X r' ?( WAccumulation
+ i7 |* Y- H4 vAccumulation plan2 X( W- I& E* w I8 N- Z0 Z6 M
Active management
& C2 V$ x7 I, A" V( QAggressive growth fund
6 [3 i+ i2 S% WAlpha
7 c0 z) r4 A3 E; q- c @7 s$ \Amount recognized
' V3 B; K* @ x! J) yAnalyst / t4 U9 @# H. C) m5 T, ?: Q
Annual effective yield
8 Z1 b7 G1 O% rAnnual Maximum Payment Amount' d/ t, w! C _) D! G, e
Annual Minimum Payment Amount
, a" v4 q% E' f4 v) y& dAnnual report
0 T9 \0 f; q2 `/ P$ SAnnual Return+ T' s3 X! U! d# S
Annualize
4 i! K# i8 B7 H& `; e$ g! pAnnuitant 2 l8 n5 f* k& ~$ K+ q
Annuity
- R% H" Z) k+ O. M* yAppreciation2 n# W' y$ Y* C' b+ U
Assets # c5 V& l0 D7 Q7 C0 T
Asset Mix
% ~/ g$ p8 x- F3 d& z/ XAsset allocation
1 t! P. I" ^2 q1 G! _Asset allocation fund . R1 v* p2 A% B' _/ f; `
Asset classes
1 d; q, i0 ^) c; d" ^" CAssisted Capital 1 a" `3 l7 N6 i9 s2 n# j* A
Automatic Conversion
$ ]" O7 O. ~% X& x3 P' qAutomatic reinvestment# e! q L% ~( `; W2 r a
Average Annual Compound Rate of Return
P) f/ \9 j+ _# }/ bAverage Cost per Unit/Share0 t# i8 _; q2 G) b% O a* z
Average maturity9 h' f/ C5 w. U, y, R
Back-end load
t# g2 M" Y/ M. [0 XBalanced fund " C+ |8 e0 [3 N2 T3 J5 u' [
Balance sheet
3 _ O# a- {" XBank rate
t8 n9 E7 ]5 }, x& Y, MBasis Point & k6 D; r4 Y; W9 |$ r O" G; k# v/ }
Bear market8 f8 h# C1 i) p# `- D' C: i
Beneficiary 9 g5 h7 [; l- ~" G! h
Beta
! [( s/ R- S0 s) @Blue Chip
+ }& X9 r' Z& w6 d8 @+ F$ m7 eBond 9 X2 l6 j! o9 X! [/ N" z, Z
Bond fund
7 s8 V4 D' f; oBook value
4 {8 y& s# ?/ N$ vBottom-up investing
9 n% A5 S4 y* @! v! Z9 @Broker
) S$ f( q) O7 J6 ~0 z/ o Z) eBull market% [3 H0 Z, a' j( `( J' A
Capital % W6 K) m4 p# J3 d! S( t
Capital Gains
! {+ L! W {& S/ M; |Capital loss
6 o4 s1 Z0 _8 |! aClosed-end fund D( L4 L* a4 G0 L7 m3 t3 o
Compounding
. M$ w& V0 }. n" e- k" T D0 GCurrency Risk
. m% M, G m% ~7 r8 F, a2 wCurrent yield ( \0 T3 |! K4 o& R" O6 P
Custodian 7 M; }0 K( r- Q0 B0 D+ r
Debenture
7 Y' T R+ K2 d- F6 EDebt% m0 J6 g6 Z, R( L
Deferral5 ]% V, m' n( a6 s1 U: V0 D$ t
Defined benefit pension plan- M4 S0 ]/ ?7 q; w5 i
Defined contribution pension plan
3 w, Q0 p! V( T8 i& VDiscount
/ s/ h; h9 u- ~# w. ~% mDiscounted Pricing for Large Accounts5 ~: `: l, Q: o
Distribution History
* u# U' P5 b `/ f+ jDistributions+ s* B' n: W1 F. [# u' I
Diversification3 ?2 C" Q2 m% c) S/ Y: g& H, N
Dividend
* {: }1 o+ k, ~6 J3 t# b: t$ nDividend fund
5 n$ R; d( o/ A$ J; c% E, YDividend tax credit" z& u- |5 I3 O" r* @/ N/ l
Dollar-cost averaging
2 g9 h/ E3 y: u2 EDow Jones Industrial Average (DJIA)
* g# Y1 {5 C5 TDownside Volatility3 V7 ]; Q1 ` {0 h. \4 G. \# e N
DPSP (Deferred Profit Sharing Plan)# _, F) v& p' f$ j; f
Earnings estimates
x7 C6 o0 R+ E3 ^- l' F" LEarnings Per Share
2 e2 y& D4 Y, T- a' F, YEarnings statement9 S1 k: T3 d' l. N+ c. m! o( Q
Educational Assistance Payment (EAP)
% i& _& H$ k, y' @Education Savings Plan
9 z# |* v( z G8 ?3 g& R- `Emerging Markets
5 [5 K- j7 ]/ G8 XEquities (Stocks) ) q5 g1 i; M2 m; c
Equity fund
% n1 q( Q0 f$ J4 @$ H" N+ j5 w, {Fair market value5 R$ B) u1 o5 d
Family RESP! `9 ~4 ~) P4 u, u4 _! O
Fixed-Income Securities t) w* }) k6 ?
Front-end load; u. d( ]* V+ W% L
Fundamental analysis
p" k3 j5 L' P6 q6 x* @Fund Number4 ^, m2 j2 O7 ^0 i! B3 c, U
Futures
3 J; F" V4 f6 _& x/ O; Q' KGARP! b' |& H! T7 t9 O2 k
Grant Contribution Room( X$ a: o% w* ]
Group RESP1 y# \; e: B2 c, Y; u) o% j2 v2 H
Growth funds
9 e& y2 f8 M( E8 [5 ]$ [; aHedge. s F ?: B3 {7 }% B$ X; B) A
HRDC4 v; A* b! _, y5 m
Hurdle Rate; s( A6 D, c* n- O4 j Z0 _
Income Distribution) P" N) T8 ~: M6 o6 G3 V) y9 E
Income funds - ~! F1 G; Y# e$ x ]! t
Index
! L0 W# C" L5 D1 I5 ~3 G4 @" C7 t6 u; UIndex fund- w k# }% b3 m- D( [- D) \! o( N: G
Inflation 1 k6 Z2 a+ I, i% f
Information Ratio
0 t# F) ^9 F* J3 e0 f9 D$ g( RInterest ! j) a! A9 Y; @: |
International fund
- f; f: u1 l2 N, ]! [7 ^Investment advisor! H$ E7 q& I7 K6 E3 M( S3 e8 y
Investment Funds Institute of Canada (IFIC)
% }4 F6 g' k ~4 ~; mLeveraging0 A+ o& R, r3 {7 \4 O" E
Liquid
6 E& K1 k- g, E8 ]7 S* dLoad + R2 A9 b5 k( _) N! s) I- L
Long Term Bond
5 N: F }! H% zLow Load (LL) sales option
9 g0 H5 f t8 w9 B- d' ?% WManagement expense ratio6 L, ?+ [5 @0 ^( N) c
Management Fee
: w0 R/ D; \) e1 oMarket Value of a Mutual Fund* Q1 L# o( l4 q& h! p0 t. C* E4 Y% N
Maturity
: e: D4 `/ b; VMid-cap/ f3 }" K, w+ L
Money market fund
7 r( n) y9 ]* h3 E; ~: ?- n, [" AMoney Market Instruments
- E2 S$ Z8 @# P7 O' r+ V! xMoving Averages) }4 X* R% f' G3 J9 |) m
Mutual Fund
; c, ` ]7 J6 l; fNASDAQ& P2 B( l9 f8 }% {" D
NAVPU
- U7 h# F, N+ j" zNet Asset Value
* u* T% O& c* V0 w9 H: b+ c+ aNo Load9 [: l3 c. {2 X" G7 a' q7 b
Open-end fund
% W3 P% Y3 H: [5 p6 u" v! JOptions
* C3 {; i2 y# Z! K! HPension plan
% `' [& g j$ }6 L% SPension adjustment
4 B* M- l2 x- Y( E- mPortfolio5 T1 u/ a! f# L9 U
PortfolioPro5 O1 B5 p7 [1 f( Z
Post Secondary Education Payment- L. O! T1 {" C4 O3 [6 {1 B
Promoter6 b. I5 B7 Q+ q4 b0 Y
Premium
$ z) Z9 j, b, k* W" c0 d. V" YPrice-Earnings Ratio$ o. u# C) T+ _/ y
Principal
6 g$ Z7 s1 Y7 u- K1 V; R& ^" L6 ]Prospectus, A4 S$ i3 o. I3 _' s$ X+ R
Quartile Ranking
$ w; n2 p) A/ i7 n$ R6 xRegistered Education Savings Plan (RESP)' m- Y5 G+ V/ `/ h
RRIF (Registered Retirement Income Fund)
4 y9 x0 p5 K/ Y2 h$ w9 e. mRRSP (Registered Retirement Savings Plan) 0 s. E* w& @$ }; s
Recession. z3 l3 w! i, v# b
Relative Volatility5 G* i- g; J* W+ h5 v! c* o
Return
% x0 `2 Q' s, q2 I( RRisk 7 |* ]' n0 X. s& r _
Russell 2000 Index
; H% w' h. T m. @3 o7 G; FR-squared
+ [0 b; y6 c0 h6 c+ }Sales charge9 d7 l0 d* {1 j1 N2 A# N
Sector Fund
. h7 }9 y. Q* w- ?6 lSecurities% _! [* y6 y4 E- A/ A
Securities Act; e) }& Z1 ^" ~1 F9 d, t; G5 K
Sharpe Ratio
0 z7 A: Q9 v: P4 F7 KSimplified prospectus$ C; z) u' o2 {
Sortino Ratio
' L! l! _, T1 ~$ RSpecialty fund+ Y, M! m. H, _1 z# E) W' l
Standard and Poors 500 (S&P 500)
* S+ i; {- m1 m2 vStandard Deviation
$ p# R) I9 k4 E3 N2 ^: I# i% zSubscriber
: E& M+ G* r7 M8 h1 v5 u" \Tax credit
9 }$ E4 m: z$ ]& _Tax deduction
9 g* {6 B c; O* Y/ y& fTop Holdings
9 z5 v7 {" H2 Y9 X o) A. p' gTop-down investing
( l* z7 x- E: `' W+ t5 zTransfer Fee+ p) U; `. O* W' t1 I
Treasury bills (T-bills) 0 {4 S1 o0 c8 t) P/ b: T
Trust
$ C- C' ], s, g" ATrustee
6 E: g% P0 `2 K0 W2 E+ \/ l7 OTurnover ratio ! O: R8 @0 ~5 R" E& j3 ?5 `
Unassisted Capital# Z! Z( g B, p* A
Underwriter
/ v9 H5 C; }5 {% F& ]% Z1 ^Unit trust; S% h$ U1 f$ B" l' B! S9 i
Value funds 5 P1 Z9 ?* p' T1 N* h) w
Vesting
5 p2 G9 ~7 {' U, v/ C) TVolatility
6 V7 y9 k3 ^ C+ @8 l) s9 `Volume ' x9 f* W: q0 @" F; U/ S
Warrant+ e; `; N' p; [/ E1 f
Yield. K0 b& w" l& T4 ]
Yield curve
/ X# B/ R4 w1 m; vYield 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
