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Edward Sheldon, CFA

Based in London, Edward is a CFA-qualified investment analyst/writer who has clients all over the world. Before launching his own investment writing business in 2017, he spent 15 years working in private wealth management and institutional asset management. Edward takes an active approach to investing, managing his own individual stock portfolio. He likes to invest in high-quality companies that are poised to benefit from powerful long-term trends, and capable of generating market-beating returns. You can find more of his views, along with his portfolio holdings, at topshelfinvestments.substack.com

Recent Articles

Dividend Shares

Why the 2025 dividend forecast for Lloyds shares doesn’t tempt me

| Edward Sheldon, CFA

Lloyds' shares offer a yield of over 6% today. But Edward Sheldon believes other UK stocks will deliver higher overall…

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Investing Articles

This is 1 of the hottest themes in the stock market right now and it’s generating huge gains for investors

| Edward Sheldon, CFA

This area of the stock market's absolutely on fire at the moment. And Edward Sheldon believes the momentum could continue…

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Young Asian woman with head in hands at her desk
Dividend Shares

Warning: hedge funds expect this FTSE dividend stock to tank

| Edward Sheldon, CFA

This FTSE dividend stock's down 54% over the last five years. And institutional investors expect its share price to continue…

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Warren Buffett at a Berkshire Hathaway AGM
Investing Articles

Should investors follow Warren Buffett and invest in this well known pizza company?

| Edward Sheldon, CFA

Warren Buffett’s investment company just put over half a billion dollars into Domino’s Pizza. Should UK investors grab some shares…

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Growth Shares

The second phase of AI’s started. I expect these UK shares to benefit

| Edward Sheldon, CFA

Edward Sheldon believes these UK shares could do well as artificial intelligence solutions are introduced within the corporate world.

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Businessman use electronic pen writing rising colorful graph from 2023 to 2024 year of business planning and stock investment growth concept.
Growth Shares

Here are the FTSE 100’s best performers over the last 5 years

| Edward Sheldon, CFA

Since 2019, some FTSE 100 shares have risen spectacularly. Here’s a look at the best performers in the index over…

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Investing Articles

I could have bought BAE Systems shares for my SIPP but I invested in this defence ETF instead

| Edward Sheldon, CFA

Edward Sheldon just put some capital to work within his SIPP, buying an ETF that provides broad exposure to the…

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The flag of the United States of America flying in front of the Capitol building
Investing Articles

Here are analysts’ S&P 500 forecasts for 2025

| Edward Sheldon, CFA

The S&P 500 index has delivered strong returns this year. And analysts at major Wall Street firms expect 2025 to…

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Young Caucasian man making doubtful face at camera
Investing For Beginners

3 ISA mistakes that set me back

| Edward Sheldon, CFA

If Edward Sheldon hadn’t made these investing mistakes when he was younger, his ISA balance would most likely be significantly…

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Dividend Shares

Should I follow Hargreaves Lansdown investors and buy FTSE 250 stock Pets at Home?

| Edward Sheldon, CFA

UK investors have been piling into this cheap FTSE 250 share over the last week. Edward Sheldon is wondering if…

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Growth Shares

Should I buy Rolls-Royce shares for 2025?

| Edward Sheldon, CFA

Edward Sheldon’s missed out on the huge gains that Rolls-Royce shares have generated this year. But should he buy the…

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Yellow number one sitting on blue background
Investing For Beginners

My number 1 tip for Stocks and Shares ISA investors

| Edward Sheldon, CFA

This strategy has improved Edward Sheldon’s ISA returns dramatically and he thinks it could help other investors have more financial…

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Growth Shares

BT shares? I think there are much better UK stocks for the long term

| Edward Sheldon, CFA

Over the long term, many UK stocks have performed much better than BT. Here’s a look at two companies that…

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Young black man looking at phone while on the London Overground
Value Shares

After a 16% drop, FTSE 100 stock JD Sports Fashion looks like a steal to me

| Edward Sheldon, CFA

This FTSE 100 stock has tanked since mid-September. Edward Sheldon believes that there's value on offer after the share price…

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Young Asian woman with head in hands at her desk
Investing Articles

Here are the worst-performing FTSE 100 shares over the last 5 years

| Edward Sheldon, CFA

These five FTSE 100 shares have been complete duds over the last half decade. But is there potential for a…

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US Stock

My favourite US growth stock’s up 33% this year. I think it’s just getting started

| Edward Sheldon, CFA

Edward Sheldon's taken a large position in this well-known S&P 500 growth stock. And so far, it’s working very well…

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Growth Shares

Directors at this FTSE 100 company just bought over £2m worth of shares

| Edward Sheldon, CFA

Shares in this FTSE 100 pharma company have plummeted in recent months. And company insiders are betting on a potential…

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Middle-aged white man wearing glasses, staring into space over the top of his laptop in a coffee shop
US Stock

This is a huge week for Nvidia stock

| Edward Sheldon, CFA

It’s a make-or-break week for Nvidia stock as the company is posting its Q3 earnings on Wednesday. Here’s what investors…

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Warren Buffett at a Berkshire Hathaway AGM
Investing Articles

Warren Buffett just invested in a well-known pizza company that operates in the UK

| Edward Sheldon, CFA

Edward Sheldon's been analysing Warren Buffett’s latest trades. Here’s a look at one stock he just sold and one he’s…

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artificial intelligence investing algorithms
Growth Shares

Are British stock market investors missing out on the tech revolution?

| Edward Sheldon, CFA

British stock market investors continue to pile into ‘old-economy’ stocks. Is this a mistake in today’s increasingly digital world?

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Dividend Shares

Here’s a simple 4-stock dividend income portfolio with a 7.8% yield

| Edward Sheldon, CFA

With these four British dividend stocks, an investor could potentially generate income of around £780 a year from a £10,000…

Read more »

Portrait of elderly man wearing white denim shirt and glasses looking up with hand on chin. Thoughtful senior entrepreneur, studio shot against grey background.
Investing Articles

Should I dump my holding in Fundsmith and buy an S&P 500 tracker instead?

| Edward Sheldon, CFA

Fundsmith's underperformed because of its lack of exposure to Big Tech. Could an S&P 500 tracker fund be the solution…

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Businessman use electronic pen writing rising colorful graph from 2023 to 2024 year of business planning and stock investment growth concept.
Growth Shares

The Scottish Mortgage share price is smashing the FTSE 100 again

| Edward Sheldon, CFA

Year to date, the Scottish Mortgage share price has risen far more than the Footsie has. Edward Sheldon expects this…

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Young Caucasian man making doubtful face at camera
Investing Articles

How much are Rolls-Royce shares really worth as we approach 2025?

| Edward Sheldon, CFA

After starting the year at 300p, Rolls-Royce shares have climbed to 540p. But are they really worth that much? Edward…

Read more »

Surprised Black girl holding teddy bear toy on Christmas
US Stock

Is it too late to buy growth stock Shopify after its 25% pop?

| Edward Sheldon, CFA

Up more than 40% this year, Shopify is on fire at the moment. Here, Edward Sheldon explains how he’d play…

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Young mixed-race woman jumping for joy in a park with confetti falling around her
Investing Articles

A Bitcoin investment that can be held inside a Stocks and Shares ISA or SIPP

| Edward Sheldon, CFA

UK investors can’t buy Bitcoin ETFs for their investment accounts or SIPPs due to FCA regulation. This stock could be…

Read more »

The flag of the United States of America flying in front of the Capitol building
Growth Shares

2 FTSE 100 stocks that could soar while Donald Trump is US President

| Edward Sheldon, CFA

These two FTSE 100 companies have a lot of exposure to North America. So, they stand to benefit from a…

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Concept of two young professional men looking at a screen in a technological data centre
US Stock

Should I buy Palantir stock for my ISA after a 200% gain?

| Edward Sheldon, CFA

Edward Sheldon has cash to deploy within his ISA. Should he buy Palantir shares for more exposure to the artificial…

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Investing For Beginners

If I invested £300 a month in a Stocks and Shares ISA, here’s what I could have in 10 years

| Edward Sheldon, CFA

With a Stocks and Shares ISA, a regular savings plan, and a decent long-term investment strategy, it’s possible to build…

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Arrow symbol glowing amid black arrow symbols on black background.
Growth Shares

Could this UK uranium stock soar in the nuclear energy boom?

| Edward Sheldon, CFA

This UK stock offers direct exposure to uranium. So, it could do well if the nuclear energy market takes off…

Read more »

Portrait of elderly man wearing white denim shirt and glasses looking up with hand on chin. Thoughtful senior entrepreneur, studio shot against grey background.
Growth Shares

The AstraZeneca share price just fell 8.4% in a day. Is it time to consider buying?

| Edward Sheldon, CFA

The AstraZeneca share price has fallen almost 25% since late August. Is there value on offer for investors after this…

Read more »

US Stock

Here are the latest share price forecasts for S&P 500 giant Amazon

| Edward Sheldon, CFA

Amazon has generated monster gains for investors over the last decade. And Wall Street analysts believe the S&P 500 stock…

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Dividend Shares

A closer look at the 11% dividend yield forecast for Phoenix Group shares

| Edward Sheldon, CFA

Phoenix Group shares have one of the highest dividend yields in the FTSE 100 index today. Could this be a…

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Growth Shares

3 wide-moat FTSE 100 stocks that offer value today

| Edward Sheldon, CFA

These FTSE 100 companies have some of the widest economic moats in the index. And right now, Edward Sheldon believes…

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Hand is turning a dice and changes the direction of an arrow symbolizing that the value of an ETF (Exchange Traded Fund) is going up (or vice versa)
Investing For Beginners

Is a global index fund all I need for my ISA and SIPP?

| Edward Sheldon, CFA

Edward Sheldon believes it’s worth adding high-quality individual stocks to an ISA or pension to hedge risks and try to…

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Dividend Shares

This blue-chip FTSE stock just fell 12.5% in a day. Is it time to consider buying?

| Edward Sheldon, CFA

Smith & Nephew is a well-known, blue-chip FTSE stock with a decent dividend yield. And its share price just dropped…

Read more »

Dividend Shares

Here’s a simple 5-stock dividend income portfolio with a 7.5% yield

| Edward Sheldon, CFA

With these five British dividend stocks, one could potentially generate income of around £750 per year from a £10,000 investment.

Read more »

Investing Articles

Here are the latest share price forecasts for BAE Systems

| Edward Sheldon, CFA

The BAE Systems share price has risen around 130% in the last three years. Can it go higher from here?…

Read more »

Portrait of elderly man wearing white denim shirt and glasses looking up with hand on chin. Thoughtful senior entrepreneur, studio shot against grey background.
Growth Shares

Down 45% in 2024, is the Burberry share price worth backing for 2025?

| Edward Sheldon, CFA

The Burberry share price has tanked this year, losing almost half its value. Is there potential for a massive rebound…

Read more »

Value Shares

Is there value in the Lloyds share price after a 14% drop?

| Edward Sheldon, CFA

Lloyds’ share price has just fallen by more than 10% in the blink of an eye. Is it now in…

Read more »