Tengler: "It may be time to start adding risk back into portfolio"

Nancy Tengler, CEI & CIO of Laffer Tengler Investments, joins Romaine Bostick, Taylor Riggs & Sonali Basak in the The Closing Bell segment of Bloomberg Market to discuss current market conditions. Tengler’s take: It may be time to start adding risk back into the portfolio.

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Morningstar Ratings

These ratings were awarded by Morningstar as of Dec. 31, 2023, based on information for the time period indicated through Dec. 31, 2023. The overall rating is a weighted average of the three-, five- and ten-year ratings. Laffer Tengler Investments, Inc. does not compensate Morningstar to be provided a rating; however, we do pay Morningstar to obtain other products and services available from them or their affiliates.

PSN Top Gun

Laffer Tengler Investments’ Equity Income Strategy was named Top Gun 6 rating, meaning our Equity Income Strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods and have a standard deviation for the five-year period equal or less than the median standard deviation for the PSN Managed Account US Value peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns. Laffer Tengler Investments does not compensate Zephyr to be provided a rating, however, we do pay Zephyr for use of the logo.

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Tengler: “It may be time to start adding risk back into portfolio”

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PSN Top Gun

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