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<<As long as the advisory and other fees charged to Schwab's Dogs of the Dow portfolio (I assume it is a unit investment trust) are (and stay) less than are less than this (even as its value grows) you should be OK. Otherwise, IMO you would be better of with a deep-discount broker and doing it yourself.>>

I most strongly concur. The schwab UIT will continue to apply the 1% or so on the value of the portfolio each year. Thus, the absolute dollars paid go up year in and year out. They won't if you do the trades yourself at a discounter.

Seems more than worth 30 minutes per year of my time to do it that way instead. Why pay someone for something than can be done far more cheaply and quickly yourself?

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