Motley Fool Australia
  •  
  • Log Out
  • Menu
  1. Authors
    2. /
  2. Kate Lee, CFA
    3. /

Kate Lee, CFA (TMFklee)

Kate Lee previously worked extensively as an equity analyst at Royal Bank of Scotland, ABN AMRO, and Societe Generale in Korea and Hong Kong. Moving to Australia in 2016, Kate also worked for NSW Health as a senior strategy analyst for the planning department. Kate is a keen investor and has a history of investing in Korean, US and Australian markets over the past 10 years. She's also a CFA charter holder. During her free time, she can be found bushwalking or playing puzzle games.

Recent Articles

A woman in a bright yellow jumper looks happily at her yellow piggy bank representing bank dividends and in particular the CBA dividend
Bank Shares

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

| Kate Lee, CFA (TMFklee)

CBA shares have been an excellent performer for their holders.

Read more »

A man in a suit smiles at the yellow piggy bank he holds in his hand.
Bank Shares

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

| Kate Lee, CFA (TMFklee)

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

Read more »

A woman looks over her shoulder towards the back seat while sitting at the wheel of a stationary car with a serious look on her face.
Technology Shares

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

| Kate Lee, CFA (TMFklee)

Smart Parking shares have doubled over the past year.

Read more »

Confident male executive dressed in a dark blue suit leans against a doorway with his arms crossed in the corporate office
How to invest

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

| Kate Lee, CFA (TMFklee)

Wonder who topped the highest-paid CEO table?

Read more »

A businessman looking at his digital tablet or strategy planning in hotel conference lobby. He is happy at achieving financial goals.
Financial Shares

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

| Kate Lee, CFA (TMFklee)

GQG Partners shares have delivered an impressive return.

Read more »

A bricklayer peers over the top of a brick wall he is laying with a level measuring tool on top and looks critically at the work he is carrying out.
Materials Shares

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

| Kate Lee, CFA (TMFklee)

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

Read more »

A mature age woman with a groovy short haircut and glasses, sits at her computer, pen in hand thinking about information she is seeing on the screen.
Superannuation

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

| Kate Lee, CFA (TMFklee)

Are you making enough personal contributions to your super?

Read more »

Three generations of male family members enjoy the company as they plan future financial goals together on a trek outdoors.
Superannuation

Are you contributing enough to superannuation for your income bracket?

| Kate Lee, CFA (TMFklee)

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

Read more »

A happy older couple relax in a hammock together as they think about enjoying life with a passive income stream.
Dividend Investing

2 bargain Australian shares with dividend yields higher than 6%

| Kate Lee, CFA (TMFklee)

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

Read more »

A green-caped superhero reveals their identity with a big dollar sign on their chest.
Superannuation

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

| Kate Lee, CFA (TMFklee)

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

Read more »

A woman peers through a bunch of recycled clothes on hangers and looks amazed.
Opinions

Is this the best dividend share in the ASX 200?

| Kate Lee, CFA (TMFklee)

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

Read more »

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 (TMFklee)

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

Read more »

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 (TMFklee)

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

Read more »

three children wearing superhero costumes, complete with masks, pose with hands on hips wearing capes and sneakers on a running track.
Opinions

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

| Kate Lee, CFA (TMFklee)

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

Read more »

Smiling woman upside down on a swing with yellow glasses, symbolising passive income.
Opinions

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

| Kate Lee, CFA (TMFklee)

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

Read more »

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 (TMFklee)

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

Read more »

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 (TMFklee)

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

Read more »

a fashionable older woman walks side by side with a stylish younger woman in a street setting as they both smile at something they are talking about.
Opinions

Can Wesfarmers shares keep beating the ASX 200 index?

| Kate Lee, CFA (TMFklee)

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

Read more »

Two happy shoppers finding bargains amongst clothes on a store rack
Cheap Shares

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

| Kate Lee, CFA (TMFklee)

Looking for cheap ASX shares relative to their growth prospects?

Read more »

An older couple dance in their living room as they enjoy their retirement funded by ASX dividends
How to invest

Where are we in the share market cycle?

| Kate Lee, CFA (TMFklee)

Keep dancing but know where the exit is.

Read more »

Coles Woolworths supermarket warA man and a woman line up to race through a supermaket, indicating rivalry between the mangorsupermarket shares
Opinions

Can Coles shares outperform the ASX 200 Index from here?

| Kate Lee, CFA (TMFklee)

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

Read more »

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 (TMFklee)

Who doesn't love more frequent payments?

Read more »

kid riding a plastic go kart with his hands raised in the air with mountains in the background symbolising winning a race
Opinions

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

| Kate Lee, CFA (TMFklee)

I think this ASX growth stock is a great performer.

Read more »

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 (TMFklee)

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

Read more »

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 (TMFklee)

Here are three ASX ETFs with Nvidia shares in them.

Read more »

A man wearing only boardshorts stretches back on a deck chair with his arms behind his head and a hat pulled down over his face amid an idyllic beach background.
Investing Strategies

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

| Kate Lee, CFA (TMFklee)

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

Read more »

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 (TMFklee)

Lovisa shares nearly tripled over the past 5 years.

Read more »

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 (TMFklee)

Do Aussies have enough superannuation balances in retirement?

Read more »

Three young people in business attire sit around a desk and discuss.
Opinions

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

| Kate Lee, CFA (TMFklee)

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

Read more »

two doctors smile as they sit together at a desk looking at a patient's Xray.
Opinions

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

| Kate Lee, CFA (TMFklee)

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

Read more »

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 (TMFklee)

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

Read more »

Three women cruise along enjoying ice-creams in the sunshine.
Dividend Investing

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

| Kate Lee, CFA (TMFklee)

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

Read more »

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 (TMFklee)

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

Read more »

Happy woman holding $50 Australian notes
Dividend Investing

10 ASX shares that have raised dividends for a decade

| Kate Lee, CFA (TMFklee)

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

Read more »

Middle age caucasian man smiling confident drinking coffee at home.
Dividend Investing

2 ASX dividend shares offering over 5% yield

| Kate Lee, CFA (TMFklee)

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

Read more »

A young well-dressed couple at a luxury resort celebrate successful life choices.
How to invest

3 winning tips both Warren Buffett and Peter Lynch recommend

| Kate Lee, CFA (TMFklee)

Let's learn from investing gurus of our time.

Read more »

A woman and two children leap up and over a sofa.
Retail Shares

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

| Kate Lee, CFA (TMFklee)

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

Read more »

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 (TMFklee)

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

Read more »

Three kids with attitude
Opinions

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

| Kate Lee, CFA (TMFklee)

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

Read more »

Woman with a moving box on her head.
Opinions

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

| Kate Lee, CFA (TMFklee)

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

Read more »