Investing Glossary

A plain-English guide to the most important investing terms. No jargon. No fluff. Just clear explanations to help you understand markets, ETFs, portfolios, fees, and risk.

Foundational Concepts

Asset Allocation Diversification Volatility Risk Tolerance Time Horizon Rate of Return CAGR Real Return Inflation

Fees & Costs

MER (Management Expense Ratio) Expense Ratio Bid-Ask Spread Fee Drag

ETF & Fund Mechanics

Tracking Error ETF (Exchange-Traded Fund) Index Fund NAV (Net Asset Value) Liquidity

Bonds & Fixed Income

Bond Bond Yield Duration Credit Risk

Strategies

Buy-and-Hold Rebalancing Dollar-Cost Averaging (DCA) DRIP (Dividend Reinvestment Plan)

Tax & Retirement Accounts (Canada)

TFSA RRSP Capital Gains Sequence of Returns Risk