Bogleheads

[gbs]

[contributions needed]

Please add here entries that explain the acronyms and short expressions that we commonly use like:

ETF - exchange traded funds
TSM - total stock market
etc.

Many of the three letter acronyms you'll see in postings will be the ticker symbols for a particular Exchange Traded Fund (ETF).

You can enter an unknown acronym at the following site and get a translation:
Acronym Finder

(contributed by Cyberbob)

[simba]

401(k) Plan - 401(K) Plan
403(b) Plan - 403(b) Plan
457 Plan - 457 Plan
AFFO - Adjusted Funds From Operations
AMT - Alternative Minimum Tax
Annuity - Annuity
APY - Annual Percentage Yield
APR - Annual Percentage Rate
AAGR - Annual Growth Rate
CAGR - Compound Annual Growth Rate
CAPM - Capital Asset Pricing Model
CD - Certificate of Deposit
CFP - Certified Financial Planner
Correlation - Correlation
CPI - Consumer Price Index
CRSP - Center for Research in Security Prices
DCA - Dollar Cost Averaging
DDM - Dividend Discount Model
DFA - Dimensional Fund Advisors
EAFE - Europe, Australia and Far East
Efficient Frontier - Efficient Frontier
EPS - Earnings Per Share
ER - Expense Ratio
ETF - Exchange-Traded Fund
FIFO - First-In, First-Out
FFO - Funds From Operations
FTC - Federal Trade Commisions
FTC - Foreign Tax Credit
GAAP - Generally Accepted Accounting Principles
GDP - Gross Domestic Product
GNMA - Goverment National Mortgage Association
Inflation - Inflation
IRA - Individual Retirement Account
IRS - Internal Revenue Service
Intl EM - International Emerging Markets
Intl Pac - International Pacific Market
Intl Eur - International European Market
MPT - Modern Portfolio Theory
MSCI - Morgan Stanley Capital International Inc
NAREIT- National Association of Real Estate Investment Trusts
NASD - National Association of Securities Dealers
NAV - Net Asset Value
Portfolio - Portfolio
P/B Ratio - Price-to-Book Ratio
P/E Ratio - Price-Earnings Ratio
QDI - Qualified Dividend Income
Roth IRA - Roth IRA
Roth IRA Conversion - Roth IRA Conversion
REIT - Real Estate Investment Trust
RMD - Required Minimum Distributions
SIMPLE IRA - Savings Incentive Match Plan for Employees of Small Employers
SEC - Securities and Exchange Commission
SEP - Simplified Employee Plan
S&P - Standard and Poors
SWR - Safe Withdrawal Rate
T-Bill - Treasury Bills
T-Bond - Treasury Bond
TIAA-CREF - Teachers Insurance and Annuity Association - College Retirement Equities Fund
TIPS - Treasury Inflation-Protected Security
TLH - Tax Loss Harvesting
Traditional IRA - Traditional IRA
VA - Variable Annuity
YTD - Year to Date

Backwardation - Backwardation
CCF - Collaterized Commodity Futures
Commodity - Commodity
Commodity Market - Commodity Market
Contango - Contango
Futures - Futures
Futures Market - Futures Market

Retirement Plans
401K Plan - 401K Plan
403(b) Plan - 403(b) Plan
457 Plan - 457 Plan

IRA Based Retirement Plans
Roth IRA - Roth IRA
Trad IRA - Traditional
SEP - Simplified Employee Plan
SIMPLE IRA - Savings Incentive Match Plan for Employees of Small Employers

Profit Sharing Plans
Cash Balance Pension Plan - Cash Balance Pension Plan
DPSP - Deferred Profit Sharing Plan

Defined Benefit Pension Plans
Keogh plan - Keogh plan
412(i) Plan - 412(i) Plan
Defined Benefit Plan - Defined Benefit Plan
Defined Contribution Plan - Defined Contribution Plan

Money Purchase Plans
Money Purchase Plan - Money Purchase Pension Plan

Annuity
Deferred Annuity - Deferred Annuity
Immediate Annuity - Immediate Pay Annuity
Life Annuity - Life Annuity
VA - Variable Annuity

Catch-Up Contribution - Catch Up Contribution
COLA - Cost of Living Adjustments
SSI - Supplemental Security Income

the following submited by: pkcrafter

AUM - Assets under management
CMA - Cash managed account
DI - Debt Instrument

EBITA - Earnings before interest, taxes and amoritisation
EMH - Efficient Market Hypothesis
ERISA - Empolyee Retirement Income Security Act

FF3FM - Fama/French 3-factor model
GARP - Growth at a reasonable price
HmL - High minus Low (High B/P return - Low B/P return) Value Premium

IPS - Investment Policy Statement
MVO - Mean Variance Optization
RTM - Reversion to the Mean
SD - Standard Deviation

S&D - Slice and Dice
SmB - Small minus Big (Small stock return - Large stock return) Size premium

[norm]

Diehards Glossary

American Funds Glossary

Investor Words Glossary

Investopedia Understanding Volatility Measurements

[Barry Barnitz]

The Grandaddy of all Financial Glossaries:
Campbell Harvey's Hypertextual Financial Glossary

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blb
December Birthday Celebration: Ludwig van Beethoven