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Account Type) U. x0 u' g$ B" S5 P) B o
Accrued interest
, \- h; w4 r5 S6 ^Accumulation / L, \0 d- ~! t* n+ E: X5 p/ Q" J
Accumulation plan
6 T# n2 ~& p7 vActive management
6 Y8 Y1 f9 N9 dAggressive growth fund $ v! C" P3 B: M& p m3 B) p& r5 _
Alpha
a w: |1 L! D8 F: I) |( B" hAmount recognized ; T, i5 z/ Q ?( e
Analyst
, d0 g D7 @ ~& F* A- xAnnual effective yield ' b' Q$ `" T+ y- F
Annual Maximum Payment Amount5 G/ J% A2 h5 n, C
Annual Minimum Payment Amount
* m3 p* y/ ~7 j1 U. _Annual report 4 v- K2 A5 J+ p8 l0 Z/ h5 ^
Annual Return
' f. F6 n/ a. i9 ^, OAnnualize
. |' ~/ b8 L- F2 @7 e: s% `/ EAnnuitant
# e6 N$ ?% A. _, r' L1 V% uAnnuity ; r( Y5 B2 E" |1 G; _( r; G4 k
Appreciation
$ A o6 t) H' S. HAssets : Y# ?; A* o' v, V7 H& F8 \) V
Asset Mix - `7 w4 G$ M( V h: u
Asset allocation
8 _ y6 i- w' B sAsset allocation fund " z% T6 u1 L* w3 `/ x* q
Asset classes
9 S0 D6 D1 o- F! X5 wAssisted Capital 5 N. }. P% t- {; y9 b( i
Automatic Conversion . s6 e, R. V$ e, [, @3 _% X
Automatic reinvestment
. Q1 y1 I' z* l7 YAverage Annual Compound Rate of Return
6 n5 Q+ R$ V0 v* H1 GAverage Cost per Unit/Share& n. B9 |6 K# D. |" ~6 u3 |' j+ E
Average maturity
0 ]! M: m, k( H2 w# ~Back-end load
3 O5 f u+ t! h/ i1 E# C; @Balanced fund 3 i) O) k7 [' i! C) F$ @
Balance sheet % |5 L# T( Z. q
Bank rate
. s4 [" V0 S5 X n, EBasis Point
7 v5 N( {( w$ h' PBear market
0 h1 l8 C; e+ f* K5 q$ l0 X9 Q9 L; yBeneficiary
$ l- ^( U6 L& h9 ?/ N8 v/ V" [Beta
% T% \' P/ v9 X( H5 `0 {! s$ mBlue Chip
d) N! T2 r" @4 }" S: S: [Bond
: B% j; Q) L4 K3 k" tBond fund
% A! l9 M C$ V+ hBook value : }: i5 W/ B& c) J* N5 a n
Bottom-up investing ( Y! z; g7 \! d# z' Z1 p# L
Broker
$ G9 B& K; a3 o- V/ O& x# rBull market/ {- J8 V3 ^, D. w0 O9 j0 l
Capital
1 V3 ?7 M8 }& lCapital Gains6 H# U0 x. q5 l
Capital loss
' h. h2 G& x4 Y# V& a0 u: bClosed-end fund # |& K* J- J' I% n$ s S; ~( a
Compounding
: j" ]+ P& ]" U" ]' g" nCurrency Risk
! ~! D% g3 y8 H& A4 F9 F6 aCurrent yield
( u% {% b+ W+ j5 `1 ^$ k$ ZCustodian
1 _- R0 I& t, @! {9 T8 gDebenture9 s5 f: k- ^2 b( g
Debt
. H O$ L. J# ZDeferral
8 q! q! P0 T! u( x0 Z4 ~+ v5 IDefined benefit pension plan+ p5 v4 S E4 Z- P2 t9 i9 `
Defined contribution pension plan F) |; l" D k$ u3 T
Discount$ {$ s% j; K ^" L
Discounted Pricing for Large Accounts
& f9 {7 r, S. S- qDistribution History& B' ?" B/ F+ w: P$ Y U+ J% M' Q
Distributions( g: C/ X$ w9 z+ W" i
Diversification
; p6 z* m b% ?4 j/ ^0 X$ m& RDividend i$ A2 K+ o0 t0 k" Y
Dividend fund, T) N! t, z& W7 L5 |& o% W
Dividend tax credit
. x+ h" D& c n; T: |& }Dollar-cost averaging
, {8 @: d% G9 i7 \+ m6 _Dow Jones Industrial Average (DJIA)
& U. Q7 k3 ]/ R, aDownside Volatility0 Z' c9 B. `, G
DPSP (Deferred Profit Sharing Plan)
1 g8 f" A0 _; wEarnings estimates1 K! r7 v3 V2 ^" l, X+ B/ B
Earnings Per Share, H- ~0 |: d! z
Earnings statement
% U1 Q( N$ d& Y0 V+ oEducational Assistance Payment (EAP)
+ N7 v* O6 a6 H# r# Q& sEducation Savings Plan, L' }/ ?# c! ~
Emerging Markets
# Z5 D. I/ b, q& a, d* P5 P) REquities (Stocks) ! [# G; x7 p. {1 V6 d
Equity fund9 p" K8 w2 d: }
Fair market value( H) g# k' v8 I- s! Z0 k( N. b1 W
Family RESP# ^" |( `: l. N
Fixed-Income Securities; _( P0 u; X& d# r! I
Front-end load
. F3 j+ Q: U6 NFundamental analysis
$ g7 D2 X' z* z U5 Z" UFund Number
( N0 H) v; ^( @% |3 A. BFutures
4 u& x, j: Z/ |* N0 n& RGARP1 c- |! w+ [ c, S8 ]
Grant Contribution Room
" D# x3 w/ J+ B$ Q5 g% u1 fGroup RESP: M) x$ w* r) }# K5 w
Growth funds 5 D# I6 m; z8 [
Hedge2 O3 d% J1 @! _
HRDC- t& r2 V" M9 |7 I# ~( _
Hurdle Rate$ z( x( p4 w/ l; a
Income Distribution
" ~% i1 l, N4 j$ y% hIncome funds 1 K" `/ `& w9 Q
Index
* u3 U! \1 Q3 BIndex fund
! S& E0 R u, @Inflation
a/ x. {- @3 ~# ?Information Ratio $ P, |1 \0 v* |
Interest
7 r- W( \! \" V, A5 \) UInternational fund. g. W9 e$ U; \# R9 F( r9 H4 H( }6 a
Investment advisor
. K6 P' w; @9 N0 tInvestment Funds Institute of Canada (IFIC) + q! m% B* F0 B$ Z5 P
Leveraging' F2 Y4 b& u. l/ K
Liquid * h0 \7 L* I7 T7 {
Load 3 h4 b5 q+ o8 F
Long Term Bond" P5 P4 n" u9 @+ a( A% o
Low Load (LL) sales option
* i. ~. l4 b; i8 X# G2 `* kManagement expense ratio
# x9 p' O" N9 S1 E& w" R! d( BManagement Fee3 d# x! e0 r3 P) P2 k
Market Value of a Mutual Fund& I: b6 p+ x. }5 m* U: e
Maturity) e) Z( d9 X9 v+ S: A; I
Mid-cap
! D4 ]) @. \: r* UMoney market fund: `& A4 P* B% y$ x3 c# V
Money Market Instruments V2 W }# ]! F' a( V8 c
Moving Averages
5 x1 j0 v& C/ y* F) oMutual Fund& r/ G3 u2 ?) G! D( H4 ]! W
NASDAQ
1 j6 k1 o7 H) h4 gNAVPU8 v) f+ }: P6 z+ ?" \/ q
Net Asset Value. {, K7 F; v+ g8 H$ {5 L! ]2 K0 b
No Load" M, r# m7 O& U2 S2 U
Open-end fund! |3 ]0 M: w! l* X2 C3 u
Options* i$ a( ]9 U) z0 c5 L
Pension plan0 E9 r6 P, A# M9 I8 u
Pension adjustment
# t Y& t* A6 L0 L, v& [Portfolio, n8 x% d& \. @2 Z. K9 F% K1 ?- Y
PortfolioPro3 u3 M* t/ H- O% {8 x
Post Secondary Education Payment
4 V( k8 Y% b! ~8 [# y$ QPromoter
, q7 D3 w* f) e" H9 `6 RPremium# ^% B7 K0 f& w& W- O
Price-Earnings Ratio
# P8 j# b1 A, r& ~' _1 h- k% LPrincipal
$ _5 O( K! k$ Q3 z' nProspectus
3 b! x7 R# ]- Y' o) `4 RQuartile Ranking$ C) K$ P1 }, a" b2 |$ x; T
Registered Education Savings Plan (RESP)
1 K# M: C* a8 E/ u6 }0 O- D4 m4 hRRIF (Registered Retirement Income Fund)
* R2 j% f0 x; z% M5 BRRSP (Registered Retirement Savings Plan)
p* d- E4 A Y' c& M7 MRecession
9 V$ m# D4 a4 N, _/ F8 Q# X, d( E- QRelative Volatility
' U4 o7 E; x; L* P# YReturn& T7 z% C" @; T7 o5 B5 R
Risk $ C& `- q4 }. l' G0 x9 i
Russell 2000 Index \" O5 \$ {4 U& c
R-squared1 I) @% I6 V+ T4 e- {" ?3 b
Sales charge, r* b0 Q- r% B4 V1 |
Sector Fund : M& i- y! U! J% A
Securities; I$ z6 ?( s6 r6 X9 T* Y: w: d }
Securities Act
9 B/ k, k9 ^5 XSharpe Ratio7 d5 |$ S7 T3 u1 `
Simplified prospectus
0 O* S* @% t: ^5 vSortino Ratio
5 F& Y' ^8 m, C7 b& |' hSpecialty fund
& \+ Q3 a- Z! _2 g5 ]Standard and Poors 500 (S&P 500)
4 n2 s, t0 [1 L; t: p1 F1 _Standard Deviation
/ u+ H9 d! C& \. VSubscriber
% J, C& [2 F. {, K: JTax credit
" i6 r; a# p" ^! z1 j" a) l" J% bTax deduction
5 r( @, E7 ]! @8 X, xTop Holdings, N! l7 o( @ i# |7 y
Top-down investing
$ @# P. _2 T) W. L* ~8 h& b3 c1 `Transfer Fee- _! ]7 c. _, P( `
Treasury bills (T-bills)
7 ?" C: `1 B# x+ M, a& zTrust
4 d- C+ ~1 }/ {# S; A0 m% h( hTrustee0 Q9 Y: e4 d3 c$ G) o
Turnover ratio
4 c* {# O* q4 Z. ^) J; O1 bUnassisted Capital+ ?* b- x# ?( }9 B" \
Underwriter
" A9 G0 p- e7 F2 I! X; X% UUnit trust
, h4 j( }% {: ]. V: ]3 UValue funds , @* V! a( ? ^$ S& Y& w
Vesting
2 ], D% N6 e9 ]- k) UVolatility3 E/ ?6 }# D" {9 O4 L H9 o9 f& h* f4 e
Volume ! c0 M; O% {' K1 J$ N4 B
Warrant9 \8 g* K& e, W! |% `: v! o0 L
Yield
2 `* i$ T2 c" F) Q3 `Yield curve' f p$ E; c7 W/ c/ t" 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
