Nellie Huang, Kiplinger Journalist Profile

Articles

Family Safari in Africa: The Best Destinations for Safari with Kids – Wild Junket | Flipboard

1 week ago | flipboard.com | Nellie Huang

3 hours agoIn testimony before the House Foreign Affairs Committee on May 21, Secretary of State Marco Rubio declared: "No one has died because of USAID [cuts]" — the cutoff of billions of dollars of U.S. support for global health programs. At a subsequent congressional hearing, he said, "No children are dying …
Are Brighter Days Ahead for This Fidelity Health Care Fund?

1 week ago | kiplinger.com | Nellie Huang

After lagging the S&P 500 Index in each of the past three calendar years, health care stocks have outperformed the benchmark handily since the start of 2025, albeit with a slim loss. The S&P 500 has declined 14% for the year to date through April 7; health care stocks have lost just 2%. Our favorite health fund, the Fidelity Select Health Care Portfolio (FSPHX) – a member of the Kiplinger 25, the best no-load mutual funds – lags the sector index for the year to date.
Is Now a Good Time to Buy Small-Cap Stocks?

1 week ago | kiplinger.com | Nellie Huang

Turbulent markets are hard to stomach, but they offer bargains that can set up your portfolio for better returns over the long run. In the market's recent tumble, small- and mid-cap stocks have been among the hardest hit. Is it time to bargain hunt? On-again, off-again policies from Washington, the onset of global tariff salvos, and flagging consumer and business confidence have fueled recession fears and rocked the stock market.
A Case Study in Mismatched Fund Returns

2 weeks ago | kiplinger.com | Nellie Huang

Over the past 12 months, the Technology Select Sector SPDR Fund (XLK) – a member of the Kiplinger ETF 20, our favorite exchange-traded funds – has returned a loss of 10.5%, lagging a 5.0% loss in the S&P 500 Information Technology Index. Both the ETF and the index are weighted by market value and include the same companies – the 69 tech stocks that are members of the S&P 500 stock index. So, what gives?
A Case Study in Mismatched Fund Returns

2 weeks ago | kiplinger.com | Nellie Huang

Rocky markets have put a spotlight on defined-outcome exchange-traded funds (ETFs), which protect investors from a portion of stock market losses in exchange for capping some of the gains. These funds, also called buffered ETFs, invest in options linked to a broad benchmark in order to provide a specific amount of downside protection – 9%, 10%, 15%, 20% or even 100% – over a distinct time frame called the outcome period, typically one year (though three-month funds are now popular).
Cut Your Losses With These ETFs

3 weeks ago | theepochtimes.com | Nellie Huang

How much you forfeit in gains depends on the amount of protection the fund offers. By Nellie S. HuangFrom Kiplinger’s Personal FinanceRocky markets have put a spotlight on defined-outcome exchange-traded funds (ETFs), which protect investors from a portion of stock market losses in exchange for capping some of the gains.
NOBL: An ETF For Dividend Aristocrats

4 weeks ago | kiplinger.com | Nellie Huang

A chronicle of companies moving in and out of the S&P 500 Dividend Aristocrats index may not be as riveting as an episode of The White Lotus. But look behind the scenes. Stock market volatility is heightened these days, signaling a possible inflection point in market leadership. It’s a good time, then, for investors to turn their attention to stocks that pay dividends, especially the stocks of high-quality companies with steadily increasing payouts.
Can a New Manager Cure Vanguard Health Care Fund?

2 months ago | kiplinger.com | Nellie Huang

Vanguard Health Care (VGHAX) has a new manager, Rebecca Sykes. Well, maybe not so new. Sykes, who started with the fund as an analyst in 2007, joined Jean Hynes as comanager in 2023. But at the start of 2025, Hynes stepped away from the fund — though she’ll stay on as chief executive of Wellington Management, the fund’s subadviser, a position she’s held since early 2021. “The change is part of a thoughtful, long-term succession plan,” a Vanguard spokesman said.
4 Turnaround Stocks to Consider - and 2 More to Keep an Eye On

2 months ago | kiplinger.com | Nellie Huang |John C. Linehan

It takes nerves of steel, an iron stomach and a ton of patience to invest in turnaround stocks, a dicey corner of the market populated by firms that have a viable strategy to improve their business. Most investors shun these stocks, so you're moving against the crowd. And these corporate makeovers can take years; in the meantime, the shares languish. So why bother? Because if the company succeeds in its turnaround, the payoff can be big.
Has This Unconventional Growth Fund Lost Its Mojo?

Mar 8, 2025 | kiplinger.com | Nellie Huang

In six of the past seven full calendar years, the Primecap Odyssey Growth (POGRX) has lagged its benchmark, the S&P 500. We're growing weary of waiting for a return to the fund's fantastic outperformance of years past, but we're not ditching it from the Kiplinger 25, the list of our favorite no-load mutual funds. The fund isn't an index-hugger, it's clear, but therein lies its value.