 鲜花( 0)  鸡蛋( 0)
|
Account Type& ^0 A4 }# W" G
Accrued interest/ G, m7 k/ P2 P R! `2 k; o- s
Accumulation , J, @$ U( m0 P1 q' T) G
Accumulation plan0 ^7 F1 G$ A$ z+ h! L
Active management
, \- V4 X2 ~( F3 z" E) @/ @6 x# r/ y) cAggressive growth fund . w& o' h9 S" p& d6 G
Alpha. G" ^) d; s0 P: @+ l& T, @' O
Amount recognized 1 U9 m- d) K) l) L
Analyst 7 _, t" V& F( a( r
Annual effective yield
# y6 _5 ^6 [- u1 \( SAnnual Maximum Payment Amount& V6 o% R9 H6 S6 T0 a6 R
Annual Minimum Payment Amount
, ^* _) G" V- y( A7 J9 s0 n& E: tAnnual report / o' n" j' M6 l! K* N. i/ E
Annual Return
8 ~ L+ t2 U3 \2 k3 sAnnualize 8 o0 O. d5 |( R* s
Annuitant 7 g# p. n: {: f9 G* |# j# C G1 a9 E
Annuity ' W% H' [/ Z e* @4 X
Appreciation% T' {+ x3 f( _( E
Assets
4 i o( q u: T/ h5 U: J1 s4 aAsset Mix 4 `- L: d0 N9 n
Asset allocation
" Q' `6 a2 B7 E) JAsset allocation fund
# T! j5 U. D KAsset classes + G6 j% ^+ [; k7 b4 N
Assisted Capital - O. [" G, ^! j0 g
Automatic Conversion 7 a- n. _8 R, U& l
Automatic reinvestment8 U. M6 X& B' M% u1 R% [0 M. j% b
Average Annual Compound Rate of Return
5 A1 h" D* e/ E+ rAverage Cost per Unit/Share9 V$ Z) y# J M8 Z7 a
Average maturity
3 e' U( S; C& aBack-end load 8 ^ f/ G z6 d: f! }; @0 w
Balanced fund 0 Q3 Y; [% D8 G! T; b' h! @
Balance sheet
" H( l& Y0 h! n* e5 D3 R, F" EBank rate
. l2 I! l6 T* \: |6 LBasis Point
+ f) b) q' J) ?; h* \' @. JBear market
5 q: F% D4 f2 S2 M7 c# u% VBeneficiary ; J h5 `! w* M% |; _( S1 u/ d% s
Beta, `: ~9 ^0 |3 I7 [% u9 `8 @
Blue Chip
( `" A! [) C* l* \$ W+ eBond
* z0 {* c8 v5 ~2 |Bond fund
7 F* a8 J* h# d: q3 l) ^" fBook value
# [* N8 I( d- g7 x1 {2 D% mBottom-up investing 1 t6 k; x0 C2 z4 a4 N1 m ?/ G3 }
Broker8 `: |. p3 J9 ?$ E1 J' @# p" [5 I
Bull market
* H0 d# }5 P; q* c( QCapital
4 X5 O! M7 ^. {1 BCapital Gains
; V0 ^2 q5 Q$ b+ j' g; B' FCapital loss 9 a4 m9 X6 ]1 D( [. Z
Closed-end fund
H% C$ y& [3 n1 nCompounding 7 Z/ f) ~/ p+ D x2 T: \
Currency Risk
+ X# t8 O3 h' a5 U0 lCurrent yield 1 y/ e; b% t$ C1 z& E; Y; h
Custodian , ?; y# Z* v7 w/ g5 H/ Z, Y
Debenture
+ V% K$ N1 D5 I2 w7 `* |; SDebt
: J+ i! y. V3 E" Q& u7 N ^3 G/ QDeferral; P* o5 X5 Q* f$ ^
Defined benefit pension plan) Z1 L, y& p+ a1 M5 B6 f
Defined contribution pension plan
. o+ t# l0 C/ i% t3 j+ O0 p# iDiscount
4 Y/ y# ^: v. U, O# H8 |0 L, }Discounted Pricing for Large Accounts
8 X: m3 G: h1 s/ F0 G- m: hDistribution History
) P& A" I5 k* ^) X DDistributions% Q4 U( g6 r, j0 S1 \! R: W
Diversification
2 y& M8 e1 `; \; z" K# D5 CDividend
3 Z6 [/ B; N; U& P: ?; QDividend fund
9 k' X5 S2 E& J/ o: EDividend tax credit
6 N( n# F; s/ k( M, b# c% N2 d, PDollar-cost averaging+ l4 K7 f$ h0 G4 E8 B1 o
Dow Jones Industrial Average (DJIA) S( M. G7 i3 S
Downside Volatility5 J. c# D! T: j0 l1 h1 t8 C
DPSP (Deferred Profit Sharing Plan)7 v8 k* {+ g# n5 r! \3 B
Earnings estimates# k3 H/ y: J( s8 |2 ]. [
Earnings Per Share
! O. @9 x! ~ I0 T& ^. ]Earnings statement, Z$ Z3 u: |, K1 I4 z4 ]& u' [2 v
Educational Assistance Payment (EAP), z0 \# ~6 O O$ z% l* W
Education Savings Plan7 [: u" N8 {8 ?* ^8 j/ q; c8 @/ i
Emerging Markets
( }2 C/ B$ ]: h- O p1 [Equities (Stocks)
. d9 @8 x' ^3 |+ b5 f( F* HEquity fund
* T: O9 D$ b& mFair market value
) }3 u+ P6 y1 a- g( ^Family RESP" i2 Q* o- W1 M3 m- J' T
Fixed-Income Securities3 d; \( A7 q( F) o( p$ Z* R) |
Front-end load
S* n5 R: w+ E4 M$ F/ OFundamental analysis
% w1 y3 w0 h8 Z- i( ]' q q$ o4 q+ jFund Number7 F! \1 t; c3 a; V2 d2 X
Futures) M5 g* ~7 [5 D9 R' r5 l
GARP' X# w8 w7 B/ v# O
Grant Contribution Room
7 W8 @$ Y2 _* [0 v' D8 c& YGroup RESP8 n$ D+ m8 g- c. }5 w4 N
Growth funds . }; [( ?5 T* g) ^" h! t
Hedge" T" M: U& m& a C5 D! L8 @" `- N* g
HRDC
+ J; a0 ~1 w" O: @$ A$ m! I7 p: cHurdle Rate
* y# v) l5 l* p% T6 [Income Distribution$ f! f7 q D# E0 j# b7 \
Income funds
: Z2 R# T( s- g; @3 o" GIndex- D. P* ~4 M" Q5 Z# f5 Y" `6 X- J3 ]! `
Index fund# q3 T! z8 g4 \# w0 O
Inflation
. L, y& x- S0 b; gInformation Ratio 2 f3 L; a+ B+ b0 h, f
Interest 5 J- f; B7 J# U0 L7 ~
International fund
4 h, H5 S& y$ U) K1 P1 I. M; vInvestment advisor
* a$ s7 @; z9 { u7 M% P) V c9 AInvestment Funds Institute of Canada (IFIC) 4 F9 q9 S% K) `5 X2 O, j* W
Leveraging* @) y0 D) e- A+ a5 F U
Liquid " h$ ]2 p% i% ~ L1 [3 y
Load * x- T: N* J5 h- |9 x
Long Term Bond* |, H6 S O4 }# I2 s# S
Low Load (LL) sales option
; a/ m+ H) _7 }+ y/ E# rManagement expense ratio" A. _3 Z6 w/ @8 {
Management Fee/ _, {6 _5 |3 o; s3 j( l" G
Market Value of a Mutual Fund
* h: X+ t0 S# e, l- ^" A0 BMaturity
( v9 @/ S$ C) S$ AMid-cap
' S5 _- l3 J. k5 lMoney market fund
2 j+ Z# C4 w5 ?( ^+ ^7 yMoney Market Instruments( ?% R( D+ V1 U- v! g% ]6 i
Moving Averages
4 |, n3 g9 L1 q# rMutual Fund
; h% _, r2 c; ^/ ^5 u- iNASDAQ) @* O5 [2 N e% p( o9 B& D
NAVPU& B! l; f4 f6 M2 ?+ U& B& A% b
Net Asset Value. k1 y3 r5 a0 h3 S9 S/ v; B
No Load
) s$ Y4 X* Z: ?6 g/ [! _1 ?; _Open-end fund* |* [) }1 f$ }6 K6 V
Options
* {1 \# \# t! s$ p2 ~Pension plan
3 _. O8 R/ z- S( P6 g. nPension adjustment
1 D( E, G, [ h8 _" TPortfolio
, e; s* f3 U7 L* b6 `PortfolioPro
0 V9 `7 f4 S% ]" k0 I; z8 A7 `Post Secondary Education Payment$ p. O, l1 z- k: ]+ }/ y
Promoter8 }% A5 l% I+ L) a. T. a" F$ e
Premium
% d0 K( h6 [$ j3 W' y, _- D1 u& z, LPrice-Earnings Ratio# y* c" d. G! `. o N: {
Principal0 `$ z; W3 w% H2 a
Prospectus$ U- x6 }& d1 k5 u5 P
Quartile Ranking* u* Y3 b: w7 c6 l+ j3 Y5 n: R' z
Registered Education Savings Plan (RESP)
4 [" z/ P1 k; |) fRRIF (Registered Retirement Income Fund)
( \4 `9 s$ B. n8 U& y0 cRRSP (Registered Retirement Savings Plan)
O6 ^5 H1 Z$ _8 }Recession5 w0 v# w) P/ D
Relative Volatility3 F9 O, \* Y5 j) K' H( b
Return
' e7 L- ^' R. K3 _+ N$ n7 MRisk ) K5 x. M9 l' H# |, C) ~( T
Russell 2000 Index
" |$ @3 ]3 ^# {7 O- AR-squared
7 F1 Z/ N7 f* V5 cSales charge+ \- R6 p# u1 D6 e
Sector Fund & R0 f. F$ n, B! q% b
Securities" Q. Y8 T0 C2 i$ _! h3 M1 g3 Q- p
Securities Act
) f1 B) l; g2 m" C CSharpe Ratio2 ]. c- k: w3 \8 Z. |& a) f
Simplified prospectus5 o' k! s9 r0 w, o# D/ c
Sortino Ratio1 W8 H, G# ^& z/ \4 Q6 `: C7 x
Specialty fund' K5 K: I, I' n3 p. W& z
Standard and Poors 500 (S&P 500)
6 D- R5 b4 m/ N: [Standard Deviation 1 ^" J0 w( M" U+ f* y' U7 Z
Subscriber# ?$ O+ o K/ W# `# h
Tax credit5 \0 N0 e; h! q, n7 w# m
Tax deduction2 ?" u6 h* l; C+ y' T U/ C8 `
Top Holdings5 Q' G$ c5 t( p- D0 c7 W
Top-down investing
6 R; v" W5 }6 k7 Z* QTransfer Fee
) g$ `- a- u* G+ v# j# M' GTreasury bills (T-bills)
c1 V @6 z/ k, Y& r- d: UTrust 8 w7 I9 d) M( u! g; b. n- }
Trustee9 g+ H+ M# o% m
Turnover ratio
! h y- Z5 E" v$ p6 Q5 DUnassisted Capital
! h# D6 G7 }/ H5 D# j, W+ |Underwriter7 q8 i7 _7 a. L$ O' w' Z; V
Unit trust* e1 ~/ d- m, z1 o4 ^2 D o
Value funds ! u V7 p1 n4 h3 b3 A3 ~1 Q6 Z+ c% b8 ?
Vesting- X( l% g" K$ X# L8 H0 c
Volatility
- @& x: i' y7 x+ ?( v- H: b; CVolume
0 m9 e' ]3 K! s; w/ XWarrant8 J$ G" J* y- V/ G" L( C: {
Yield
) }' Q9 z. m$ ~) b3 K0 DYield curve+ y1 }9 R* [% v" E1 u4 W x0 B @
Yield 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
