Wealthybites / Theodora Lee Joseph, CFA

Theodora Lee Joseph, CFA

Author
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Who is Theodora Lee Joseph, CFA

I’m first and foremost a long-term investor, and previously spent nine years at Goldman Sachs as an equity research analyst covering European Oil & Gas and chemicals companies.

  • LinkedIn

From the author

insights5 mins read
Threats are rising. So here’s how to invest in cybersecurity.
Read Post
insights5 mins read
US-EU trade tiff: New tariffs would target cars, accelerating economic strain

Theodora Lee Joseph, CFAFebruary 27 2025
insights5 mins read
The mortgage dilemma: Pay it off early or invest your money?

Theodora Lee Joseph, CFAFebruary 26 2025
insights4 mins read
Forget the S&P 500, these ten assets could see you through the next five years

Theodora Lee Joseph, CFAFebruary 23 2025
insights2 mins read
UK wage growth picked up the pace

Theodora Lee Joseph, CFAFebruary 18 2025
insights3 mins read
DeepSeek’s AI shockwave: What it means for tech giants and investors

Theodora Lee Joseph, CFAFebruary 17 2025
insights5 mins read
The art of profiting from market inefficiencies!

Theodora Lee Joseph, CFAFebruary 12 2025
insights3 mins read
Three reasons why 2025 could be another glittering year for gold

insights3mins read
That old diversification advice could be hurting your returns

insights4 mins read
Barry Callebaut: Why the chocolate maker might be an investor’s golden ticket

insights6 mins read
Corporate cannibals are out there: here’s how to profit from them

insights6 mins read
Five takeaways from T. Rowe price’s 2025 outlook

Theodora Lee Joseph, CFANovember 28 2024
insights4 mins read
Capital Group sees 3 investing ideas rising above the rest

Theodora Lee Joseph, CFANovember 20 2024
insights8 mins read
The AI boom’s new bottlenecks – and where you might find opportunities

Theodora Lee Joseph, CFANovember 18 2024
insights8 mins read
From Warren Buffett to the Ivy Leagues: Six simple portfolio strategies

Theodora Lee Joseph, CFANovember 13 2024
insights3mins read
Actually, Nike might just do it

Theodora Lee Joseph, CFANovember 12 2024
insights3 mins read
Stock births, deaths, and the money to be made in between

insights5 mins read
A new era or a new bubble: What to make of AI

insights4 minutes read
How to spot high-quality compounder stocks

insights8 mins read
The bigger they are, the harder tech titans could fall

Theodora Lee Joseph, CFASeptember 29 2024
insights5 mins read
The art of profiting from market inefficiencies

Theodora Lee Joseph, CFASeptember 15 2024
insights3mins read
How not to get caught out in a market rout: Don’t confuse volatility with risk

insights3mins read
BlackRock’s four things to keep an eye on in 2024

insights3mins read
Your “global” index fund is basically just a fancy US club

insights3mins read
Five Hot Takes From Capital Group’s Midyear Outlook

Capital Group says the world’s biggest economy will expand by 3% this year, helped by strong consumer spending, a tight labor market, and massive supply chain investments.

insights3mins read
That Old Diversification Advice Could Be Hurting Your Returns

insights4 mins read
Capital Group sees three investing ideas rising above the rest

insights5 mins read
JPMorgan’s got five big takeaways from this earnings season

insights5 mins read
Six secrets to bagging the next Nvidia

insights4 mins read
How the inflation riddle could affect markets

insights5 mins read
The solid investment moves you can make when the dollar is softening

insights6 mins read
Strong, unloved and potentially ready for a recovery

insights6 mins read
The new investing power couple: AI and Energy

insights4 mins read
Three questions to put you on track toward a retirement bliss

insights6 mins read
How to know when it's time to sell your stocks

insights8 mins read
From Warren Buffett to the Ivy Leagues: Six simple portfolio strategies, ranked

Theodora Lee Joseph, CFAFebruary 12 2024
insights5 mins read
How to invest in sports

insights6 mins read
Why Citi says it’s time for small-cap stocks to sparkle

Theodora Lee Joseph, CFADecember 28 2023
insights5 mins read
Bitcoin’s revved up and three things are driving the rally

Bitcoin’s recent rally can be attributed to three factors: expectations that central banks are done with rate hikes, an anticipated approval of spot bitcoin ETFs, and the next bitcoin halving.

insights6 mins read
Five underrated tools, one to fit every investor type

f you’re a hands-off investor, consider a target date fund: they’re structured to maximize your returns by your expected retirement age.

insights5 mins read
US-EU trade tiff: New tariffs would target cars, accelerating economic strain

Theodora Lee Joseph, CFAFebruary 27 2025
insights5 mins read
The mortgage dilemma: Pay it off early or invest your money?

Theodora Lee Joseph, CFAFebruary 26 2025
insights4 mins read
Forget the S&P 500, these ten assets could see you through the next five years

Theodora Lee Joseph, CFAFebruary 23 2025
insights2 mins read
UK wage growth picked up the pace

Theodora Lee Joseph, CFAFebruary 18 2025
insights3 mins read
DeepSeek’s AI shockwave: What it means for tech giants and investors

Theodora Lee Joseph, CFAFebruary 17 2025
insights5 mins read
The art of profiting from market inefficiencies!

Theodora Lee Joseph, CFAFebruary 12 2025
insights3 mins read
Three reasons why 2025 could be another glittering year for gold

insights3mins read
That old diversification advice could be hurting your returns

insights4 mins read
Barry Callebaut: Why the chocolate maker might be an investor’s golden ticket

insights6 mins read
Corporate cannibals are out there: here’s how to profit from them

insights6 mins read
Five takeaways from T. Rowe price’s 2025 outlook

Theodora Lee Joseph, CFANovember 28 2024
insights4 mins read
Capital Group sees 3 investing ideas rising above the rest

Theodora Lee Joseph, CFANovember 20 2024
insights8 mins read
The AI boom’s new bottlenecks – and where you might find opportunities

Theodora Lee Joseph, CFANovember 18 2024
insights8 mins read
From Warren Buffett to the Ivy Leagues: Six simple portfolio strategies

Theodora Lee Joseph, CFANovember 13 2024
insights3mins read
Actually, Nike might just do it

Theodora Lee Joseph, CFANovember 12 2024
insights3 mins read
Stock births, deaths, and the money to be made in between

insights5 mins read
A new era or a new bubble: What to make of AI

insights4 minutes read
How to spot high-quality compounder stocks

insights8 mins read
The bigger they are, the harder tech titans could fall

Theodora Lee Joseph, CFASeptember 29 2024
insights5 mins read
The art of profiting from market inefficiencies

Theodora Lee Joseph, CFASeptember 15 2024
insights3mins read
How not to get caught out in a market rout: Don’t confuse volatility with risk

insights3mins read
BlackRock’s four things to keep an eye on in 2024

insights3mins read
Your “global” index fund is basically just a fancy US club

insights3mins read
Five Hot Takes From Capital Group’s Midyear Outlook

Capital Group says the world’s biggest economy will expand by 3% this year, helped by strong consumer spending, a tight labor market, and massive supply chain investments.

insights3mins read
That Old Diversification Advice Could Be Hurting Your Returns

insights4 mins read
Capital Group sees three investing ideas rising above the rest

insights5 mins read
JPMorgan’s got five big takeaways from this earnings season

insights5 mins read
Six secrets to bagging the next Nvidia

insights4 mins read
How the inflation riddle could affect markets

insights5 mins read
The solid investment moves you can make when the dollar is softening

insights6 mins read
Strong, unloved and potentially ready for a recovery

insights6 mins read
The new investing power couple: AI and Energy

insights4 mins read
Three questions to put you on track toward a retirement bliss

insights6 mins read
How to know when it's time to sell your stocks

insights8 mins read
From Warren Buffett to the Ivy Leagues: Six simple portfolio strategies, ranked

Theodora Lee Joseph, CFAFebruary 12 2024
insights5 mins read
How to invest in sports

insights6 mins read
Why Citi says it’s time for small-cap stocks to sparkle

Theodora Lee Joseph, CFADecember 28 2023
insights5 mins read
Bitcoin’s revved up and three things are driving the rally

Bitcoin’s recent rally can be attributed to three factors: expectations that central banks are done with rate hikes, an anticipated approval of spot bitcoin ETFs, and the next bitcoin halving.

insights6 mins read
Five underrated tools, one to fit every investor type

f you’re a hands-off investor, consider a target date fund: they’re structured to maximize your returns by your expected retirement age.

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