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Kate Lee, CFA

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Recent Articles

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Bank Shares

Is now the time to take some profits on CBA shares?

| Kate Lee, CFA

CBA shares have been an excellent performer for their holders.

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Bank Shares

Prepare for earnings! What ASX bank share buyers can learn from Wells Fargo results?

| Kate Lee, CFA

Upcoming ASX bank earnings: US reports may offer a hint.

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Technology Shares

Up 102% in a year, can this ASX small-cap technology company keep on rising?

| Kate Lee, CFA

Smart Parking shares have doubled over the past year.

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How to invest

Investing in ASX shares? Why CEO pay DOES matter when misaligned

| Kate Lee, CFA

Wonder who topped the highest-paid CEO table?

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Financial Shares

Up 86% in a year, could this ASX All Ords financial share keep on rising?

| Kate Lee, CFA

GQG Partners shares have delivered an impressive return.

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Materials Shares

Time to buy Brickworks shares on Australia's world-beating stat?

| Kate Lee, CFA

Shortages in industrial properties are normalising, but still one of the worst globally.

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Superannuation

What is the average annual superannuation contribution for 45, 50, and 55?

| Kate Lee, CFA

Are you making enough personal contributions to your super?

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Superannuation

Are you contributing enough to superannuation for your income bracket?

| Kate Lee, CFA

Many Australians across income groups are boosting their super with personal contributions.

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Dividend Investing

2 bargain Australian shares with dividend yields higher than 6%

| Kate Lee, CFA

Looking for a bargain but can't give up on dividend payments?

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Superannuation

Is the Vanguard Australian Shares Index ETF (VAS) outperforming your super fund?

| Kate Lee, CFA

There is a reason why Warren Buffett recommended an index investing.

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Opinions

Is this the best dividend share in the ASX 200?

| Kate Lee, CFA

I think this cheap ASX retail share is one of the best ASX dividend shares to buy now.

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Man looking at his grocery receipt, symbolising inflation.
Superannuation

Is your super balance growing fast enough to keep up with rising living costs?

| Kate Lee, CFA

Superannuation funds generally make an annual return of 7% over long term.

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Three mining workers stand proudly in front of a mine smiling because the BHP share price is rising
Opinions

I'd buy BHP shares to generate $1,000 of monthly passive income

| Kate Lee, CFA

I think it's a good time for long-term dividend investors to invest in BHP shares.

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Opinions

3 ASX small-cap shares I think have explosive growth potential

| Kate Lee, CFA

Here's my list of 3 ASX small-cap shares for growth.

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Opinions

3 cheap ASX passive income shares I'd buy to target $1,000 a month

| Kate Lee, CFA

Here's my list of 3 cheap ASX shares to invest in for additional passive income.

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A middle-aged couple dance in the street to celebrate their ASX share gains
Retirement

What's the average superannuation balance based on where you live?

| Kate Lee, CFA

Are you keeping up with the Joneses in your super balance?

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A picture of a lightbulb that is on but the glass is smashing to smithereens, representing the falling Origin share price today
Opinions

2 ASX shares to benefit from anticipated power shortages

| Kate Lee, CFA

Here are two ASX shares I think could benefit from this global trend.

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Opinions

Can Wesfarmers shares keep beating the ASX 200 index?

| Kate Lee, CFA

The Wesfarmers share price rose 32% in the past year.

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Cheap Shares

2 ASX shares that would pass Peter Lynch's favourite valuation metric

| Kate Lee, CFA

Looking for cheap ASX shares relative to their growth prospects?

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How to invest

Where are we in the share market cycle?

| Kate Lee, CFA

Keep dancing but know where the exit is.

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Opinions

Can Coles shares outperform the ASX 200 Index from here?

| Kate Lee, CFA

Can Coles shares outperform the ASX 200 Index? Here's why I think so.

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Man holding Australian dollar notes, symbolising dividends.
Dividend Investing

Income booster: Here's an ASX dividend stock that yields 6% and provides quarterly cash payments

| Kate Lee, CFA

Who doesn't love more frequent payments?

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Opinions

Down 15% in 4 months, is it time to buy this ASX growth stock?

| Kate Lee, CFA

I think this ASX growth stock is a great performer.

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a man peers through a broken brick wall to see grey clouds gathering beyond it
Opinions

Are Brickworks shares about to benefit from an industrial property boom?

| Kate Lee, CFA

Brickworks shares can be a cheaper way to gain exposure, in my view.

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three young children weariing business suits, helmets and old fashioned aviator goggles wear aeroplane wings on their backs and jump with one arm outstretched into the air in an arid, sandy landscape.
ETFs

Want to buy Nvidia but don't have a US share account? Buy these ETFs instead

| Kate Lee, CFA

Here are three ASX ETFs with Nvidia shares in them.

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Investing Strategies

Looking to 'get rich quick'? Use the Warren Buffett approach instead

| Kate Lee, CFA

Haste makes waste. Let's go back to the basics as Warren Buffett taught us.

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A young woman's hands are shown close up with many blingy gold rings on her fingers and two large gold chains around her neck with dollar signs on them.
Consumer Staples & Discretionary Shares

Up 78% in a year, is it too late to buy Lovisa shares?

| Kate Lee, CFA

Lovisa shares nearly tripled over the past 5 years.

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An older man wearing a helmet is set to ride his motorbike into the sunset, making the most of his retirement.
Retirement

Average superannuation balance at 60, 65, and 70: What to expect

| Kate Lee, CFA

Do Aussies have enough superannuation balances in retirement?

Read more »

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Opinions

3 of the best growth-focused ASX shares to buy in June

| Kate Lee, CFA

Looking for growth stocks to invest in? I think these three ASX growth shares have the potential for a bright…

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Opinions

Bull market buys: 1 magnificent ASX stock to own for the long run

| Kate Lee, CFA

I think paying a premium for quality stocks can pay off in the long term.

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A male investor sits at his desk looking at his laptop screen holding his hand to his chin pondering whether to buy Macquarie shares
Opinions

Should you buy Brickworks or Soul Patts shares today?

| Kate Lee, CFA

Both are solid companies to invest in, but if I must choose one, I will go with this ASX share.

Read more »

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Dividend Investing

Passive income powerhouses! 3 ASX shares I'd consider buying for rising dividends

| Kate Lee, CFA

Here are three ASX dividend shares that I think are worth considering today.

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An elderly retiree holds her wine glass up while dancing at a party feeling happy about her ASX shares investments especially Brickworks for its dividends
Retirement

2 ASX ETFs I would happily buy today for my retirement

| Kate Lee, CFA

Here are two top ASX ETF picks for a comfy retirement.

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Dividend Investing

10 ASX shares that have raised dividends for a decade

| Kate Lee, CFA

Here's the list of 10 ASX dividend shares with an unbeatable track record.

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Dividend Investing

2 ASX dividend shares offering over 5% yield

| Kate Lee, CFA

Grab a cuppa, get comfy, and let’s dive into the exciting world of dividends Down Under.

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How to invest

3 winning tips both Warren Buffett and Peter Lynch recommend

| Kate Lee, CFA

Let's learn from investing gurus of our time.

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Retail Shares

3 ASX retail shares that could benefit from potential interest rate cuts

| Kate Lee, CFA

Would you buy more shoes, sports gear, or furniture if interest rates fall?

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a man at the wheel of car with dashboard in view, driver technology shares,
Opinions

Is this ASX All Ords retail stock too cheap to ignore?

| Kate Lee, CFA

It's tough to be a retailer, but is the market punishing this ASX small cap share too much?

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Opinions

3 lower-risk ASX shares I think are perfect for beginners

| Kate Lee, CFA

Here are three ASX shares that are ideal for risk averse investors, in my opinion.

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Opinions

1 ASX small-cap stock that could benefit from the rental crisis

| Kate Lee, CFA

Noticed the rental market shortage? This may be an opportunity for this ASX small-cap share.

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