Portfolio Cost Management 101

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

Master a checklist-driven strategy for achieving stock market alpha

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As a contrarian to the Wall Street way, Quality Value Investing (QVI) advocates that the mantra of private stock investors on Main Street is the relentless pursuit of absolute returns on capital and dividends, obtained with minimal fees and trading commissions.

If you are using an investment advisor or subscribing to an investment service, remember to ask which produces a better return rate for the advisor or author: the advisory and subscription fees, or the returns on the investment picks.

I am proud of our family portfolio shared with premium (paying) subscribers. The QVI Real-Time Stock Picks have collectively produced far better returns from capital gains and dividends than the royalties from my books and paid newsletter subscription services.

This post focuses on a vital but often overlooked area of a self-managed portfolio: cost controls. A primary responsibility of retail-level investors is to run their portfolio as a small, home-based business. Cost controls are a vital aspect.

Let’s explore ways to minimize investment costs.

Keep Portfolio Costs as Low as Possible