Quality Value Investing

Quality Value Investing

Course Module 116: Controlling Portfolio Costs

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

David J. Waldron's avatar
David J. Waldron
Nov 30, 2023
∙ Paid

Magic Keyboard beside mug and click pen
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…

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