Quality Value Investing

Quality Value Investing

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Quality Value Investing
Quality Value Investing
Controlling Portfolio Costs

Controlling Portfolio Costs

How to keep self-managed investment costs as low as possible

David J. Waldron's avatar
David J. Waldron
May 28, 2024
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Quality Value Investing
Quality Value Investing
Controlling Portfolio Costs
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Photo by Leone Venter on Unsplash

Summary:

  • A primary responsibility of retail-level investors is running their portfolio as a small, home-based business, thus keeping investment costs as low as possible.

  • Beyond the ubiquitous trading commissions and advisory fees, self-directed portfolios have other often-overlooked costs.

  • Limiting position turnover in a po…

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