Abbreviations and Acronyms

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Brief descriptions are included to assist new investors.

A-C

D-F

G-K

L-Q

  • LB - Large Blend. A stock classification. See: Stock Style boxes
  • LG - Large Growth. A stock classification. See: Stock Style boxes
  • LMP - Liability Matching Portfolio. A portfolio which produces enough guaranteed income to meet needs, such as an all-TIPS portfolio for retirement income. See: Matching strategy
  • LT - Long Term. Usually used to denote the maturity or duration of a fixed income security. See: Bond Style boxes
  • LTC - Long Term Care. See: Long-term care insurance
  • LV - Large Value. A stock classification. See: Stock Style boxes
  • MMF - Money Market Fund. A mutual fund often used because it can be easily converted to cash.
  • MAGI - modified adjusted gross income Adjusted Gross Income with certain items adjusted; exactly what is adjusted depends on the specific tax rule, such as Roth IRA conversions and IRA deductions not affecting IRA eligibility.
  • MCS -Monte Carlo Simulation. A problem solving technique using multiple trial runs, called simulations, which varies numbers within statistical constraints. The solution will be a statistical distribution.
  • MPT - Modern Portfolio Theory, also Modern portfolio theory. Diversify your assets to minimize risk to your investments.
  • MSCI - Morgan Stanley Capital International Inc. A major provider of stock market indexes.
  • MVO - Mean Variance Optimization. A method developed by economist Harry Markowitz for diversifying a portfolio (Modern Portfolio Theory). See MPT above.
  • NAREIT- National Association of Real Estate Investment Trusts
  • NASD - National Association of Securities Dealers
  • NAV - Net Asset Value. A mutual fund's price per share.
  • OP - Original Poster (not investing related).
  • P/B - Price Book Ratio. Also known as the "price-equity ratio." See: Price to Book
  • P/E - Price Earnings Ratio. A ratio of a company's current share price compared to its per-share earnings. See: P/E
  • PE10 - Price / Earnings ratio, averaged over the past 10 years and adjusted for inflation. Also known as CAPE. See: Shiller PE10
  • PIA - Primary Insurance Amount. The base Social Security benefit before any adjustments such as retiring before or after Full Retirement Age (FRA). See: Social Security
  • QDI - Qualifying Dividend Income. A dividend which meets IRS requirements to (usually) get a lower tax rate. See: Qualified dividend
  • QJSA - Qualified Joint and Survivor Annuity (pension plans)

R-T

U-Z