Elements of Quality Value Investing | Part Three of a Series
The best of the QVI newsletter series on how the quality-driven value investing strategy can succeed for those aiming to outperform their market benchmark
Summary
In this third installment of a series, we’ll delve into the principles, strategies, and practices that comprise the checklist of metrics used to select primary tickers for Quality Value Investing’s (QVI) alpha-generating Real-Time Stock Picks.
The QVI newsletter narrative posts teach the key elements and reliable indicators for identifying high-quality companies whose stocks are temporarily trading at fair or discounted prices.
Topics included in the post:
Building a self-managed portfolio that generates alpha
How to use the QVI Stock Picks as a proxy
Portfolio allocation strategies
How value investors reinvest dividends
Understanding our opportunity cost
Tracking portfolio performance
Suggested portfolio research templates
Controlling portfolio costs
Four hidden threats to a portfolio’s cost efficiency
How to limit costly portfolio turnover
The risks and rewards of stock investing
Click below to read or listen to how the 42 active and 62 total QVI Stock Picks have each collectively outperformed their market benchmark for over 17 years by utilizing a simplified proprietary checklist of uncovering a company’s current wealth and its stock price’s present value.
The post is currently free before going behind the QVI paywall on July 23, 2025.
https://davidjwaldron.substack.com/p/elements-of-quality-value-investing-d1b