Glossary

This glossary is generated backwards from the lessons. A term only appears here after a lesson has made it real through use, and every entry links back to that lesson. If a term is not here yet, you have not needed it yet.

Introduced in Level 0

• Active income — Lesson 0.1
• Asset — Lesson 0.1
• Business equity — Lesson 0.3
• Buy term, invest the difference — Lesson 0.4
• Capital ladder — Lesson 0.3
• Cash flow — Lesson 0.1
• Certificate of Authority — Lesson 0.4
• Compounding — Lesson 0.2
• Concentration vs diversification — Lesson 0.3
• Feedback loop — Lesson 0.2
• Leverage point — Lesson 0.2
• Liability — Lesson 0.1
• Liquidity event — Lesson 0.3
• Net worth — Lesson 0.1
• Passive income — Lesson 0.1
• Ponzi — Lesson 0.4
• Principal — Lesson 0.1
• Reinforcing / balancing loop — Lesson 0.2
• Rule of 72 — Lesson 0.2
• Savings rate — Lesson 0.2
• SEC advisory — Lesson 0.4
• Stock vs flow — Lesson 0.2
• The U-turn pattern — Lesson 0.3
• VUL — Lesson 0.4
• Yield — Lesson 0.1
• Hype scale — Lesson 0.4

Introduced in Level 1

• Accumulating vs distributing — Lesson 1.6
• Active vs passive — Lesson 1.5
• Asymmetric risk-reward — Lesson 1.8
• Blue chip — Lesson 1.7
• Board lot — Lesson 1.7
• Broker (stock) — Lesson 1.7
• BSP policy rate — Lesson 1.3
• Coupon — Lesson 1.4
• DCA vs lump sum — Lesson 1.5
• Dependency graph — Lesson 1.2
• Dividend rate (MP2) — Lesson 1.4
• Dividend yield — Lesson 1.7
• Domicile — Lesson 1.6
• EIR (effective interest rate) — Lesson 1.1
• Emergency fund — Lesson 1.2
• ETF — Lesson 1.5
• Ex-dividend date — Lesson 1.7
• Expected value — Lesson 1.8
• Expense ratio / TER — Lesson 1.5
• Feeder fund — Lesson 1.6
• Final withholding tax — Lesson 1.1
• Financial Order of Operations (FOO) — Lesson 1.2
• Gross vs net — Lesson 1.1
• GSED — Lesson 1.4
• High-interest debt — Lesson 1.2
• HMO — Lesson 1.2
• Hurdle rate — Lesson 1.1
• Index fund — Lesson 1.5
• Inflation — Lesson 1.1
• Laddering — Lesson 1.4
• Liquidity spectrum — Lesson 1.8
• Market-cap weighting — Lesson 1.5
• Max drawdown — Lesson 1.8
• MP2 — Lesson 1.4
• NAVPU — Lesson 1.7
• Occupancy rate — Lesson 1.7
• One-line scorecard — Lesson 1.1
• PDIC insurance — Lesson 1.2
• PERA — Lesson 1.4
• Promo vs base rate — Lesson 1.3
• PSEi — Lesson 1.7
• Real vs nominal return — Lesson 1.1
• REIT — Lesson 1.7
• Risk tolerance — Lesson 1.8
• RTB (Retail Treasury Bond) — Lesson 1.4
• Stock transaction tax — Lesson 1.7
• Survivorship bias — Lesson 1.5
• T+2 settlement — Lesson 1.7
• Tax credit — Lesson 1.4
• Tenor — Lesson 1.4
• Term insurance — Lesson 1.2
• Time deposit — Lesson 1.3
• Tracking error — Lesson 1.5
• UCITS — Lesson 1.6
• US estate tax (non-resident) — Lesson 1.6
• US-situs — Lesson 1.6
• Variance drain — Lesson 1.8
• VASP block — Lesson 1.6
• Volatility — Lesson 1.8
• W-8BEN — Lesson 1.6
• Withholding treaty — Lesson 1.6

More terms are added as each level is authored.