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0 0 0 0 0.0169253152279341 0.0257032007759457 0.0378273520853541 0.0370999030067896
Stock impact report

Argosy Investors Q4 2023 Letter [Seeking Alpha]

Dream Finders Homes, Inc. (DFH) 
Company Research Source: Seeking Alpha
approach that allows us to maintain significant amounts of cash if the conditions warrant, and to deploy capital quickly and aggressively when opportunities are more plentiful. We ended the quarter with 51.8% of the portfolio in cash and short-term government bonds. During the quarter, we trimmed our position in Dream Finders Homes, and sold out of the Zero-coupon bond fund and Fallen Angel ETF. I purchased shares of Mesa Labs during the fourth quarter. Dear Investors, Year-to-date, the S&P 500 ( SP500 SPX ) returned 24.2%. We ended the quarter with 51.8% of the portfolio in cash and short-term government bonds. We continue to take a conservative stance towards the current market environment and look for ways to invest in securities that provide us a strong chance of long-term sustained performance. We continue to sift through businesses that we identify for potential investment. Some securities are run by management teams with strong pedigrees, but who have not yet demonstr Show less Read more
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