Monday, December 18, 2017
  • Dow: 24,792.20 +140.46 (+0.57%)
  • NASDAQ: 6,994.76 +58.18 (+0.84%)
  • S&P 500: 2,690.16 +14.35 (+0.54%)
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Ideal Asset Management LLC

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Investment Principles

To achieve satisfactory investment results is easier than most people realize; to achieve superior results is harder than it looks.


Benjamin Graham

  • In-house analysis allows for unbiased perspective of markets
  • Acquiring stocks that provide dividend income and significant capital appreciation potential over the long-term.
  • Investing in dominant companies which have significant barriers to entry in their respective industries thereby reducing risk.
  • Purchasing securities at considerable discount to their intrinsic value.


Ideal Asset Management
8 yearly

Ideal Asset Management’s performance exceeded that of the S&P 500’s. Our guiding financial philosophy allows us to capitalize on volatile market conditions. We are able to recognize and profit from ever present opportunities.

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Both Starting at $100K

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*Performance is net of fees *Returns for S&P 500 are price returns
*Past performance is not indicative of future results
*Total returns (incl. reinvested dividends) for S&P 500 from 2009-14: $258,484


Inside The Ideal

Facebook Trades At A Similar Valuation to Google, Despite Growing Twice As Fast

  When comparing two companies in the same industry, investors are usually willing to pay a higher P/E multiple for faster growth. Since the investor is getting more earnings growth from the faster growing stock the investor usually has to pay a premium vs. its slower growing counterpart. In the case of Facebook and Google […]

Consumer Staples Stocks Sport High Yields, But Stay Away For Now

At first glance, buying shares in dominant global consumer staples stocks that have dividend yields of over 3.5% may seem too good to pass up. Such is the case with many household consumer staples companies such as Coca Cola (NYSE: KO), Proctor and Gamble (NYSE: PG) and General Mills (NYSE: GIS). The yields are appealing […]

Is Facebook The Cheapest Stock On Wall Street?

As a value investor, I seek to invest in companies which have large market share, solid growth, and trade at a compelling valuation. However, these investments are rare because most times companies with these characteristics trade at very high valuation multiples, repelling most value investors. Facebook (NASDAQ: FB), the most dominant social networking company in […]