Glossary

[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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