Course Module 116: Controlling Portfolio Costs

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

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 por…