Sunday, February 25, 2018
  • Dow: 25,309.99 +347.51 (+1.39%)
  • NASDAQ: 7,337.39 +127.30 (+1.77%)
  • S&P 500: 2,747.30 +43.34 (+1.60%)
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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 Shares Could Gain More In 2018 Than Its 55% 2017 Return

After a stellar 55% return in 2017, Facebook (NASDAQ: FB) shares have the potential to return even more for investors in 2018. With the company set to announce its Q4 2017 earnings after market close on Wednesday, January 31, investors will be paying close attention to not only how the shares perform against analyst expectations, […]

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 […]