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Edward Sheldon, CFA

Edward Sheldon, CFA

Based in London, Edward is a freelance investment analyst/writer who has clients all over the world. Before launching his own investment content business in 2017, he spent 15 years working in private wealth management and institutional asset management in the UK and Australia. Edward is a passionate investor himself and manages his own global stock portfolio. His stock-picking strategy combines ‘growth’, ‘quality’, and ‘thematic’ approaches. Edward holds a Commerce degree from the University of Melbourne, as well as the Investment Management Certificate (IMC) and the Chartered Financial Analyst (CFA) qualification. You can find him on Substack @topshelfinvestments

Recent Articles

Risk reward ratio / risk management concept
Investing Articles

Rio Tinto shares yield 7.2%. Should investors buy them?

| Edward Sheldon, CFA

Rio Tinto shares currently sport one of the highest dividend yields in the FTSE 100 index. Are they worth snapping…

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Investing Articles

Darktrace’s share price is near its IPO levels. Is this a magnificent investment opportunity?

| Edward Sheldon, CFA

After spiking to 1,000p, Darktrace’s share price has fallen to near the level it floated. Is now a great time…

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Hand of person putting wood cube block with word VALUE on wooden table
Investing Articles

2 FTSE 100 value stocks to look at NOW

| Edward Sheldon, CFA

These two FTSE 100 stocks currently have very low valuations. Edward Sheldon thinks they look interesting from a value investing…

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Investor looking at stock graph on a tablet with their finger hovering over the Buy button
Investing Articles

3 reasons Amazon stock is a ‘buy’ today

| Edward Sheldon, CFA

Amazon stock is currently trading well below its all-time highs. And at current levels, Edward Sheldon believes it’s worth buying…

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Investing Articles

abrdn shares yield 7%. Should investors buy them?

| Edward Sheldon, CFA

abrdn shares currently sport a dividend yield that's around twice the FTSE 100’s. Are they a great buy for income…

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Petrochemical engineer working at night with digital tablet inside oil and gas refinery plant
Investing Articles

Shell’s share price is rising. Is the stock worth buying today?

| Edward Sheldon, CFA

Since the oil price crash of 2020, Shell’s share price has more than doubled. Is it worth investing in the…

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Petrochemical engineer working at night with digital tablet inside oil and gas refinery plant
Investing Articles

National Grid shares yield 4.4%. Are they worth buying?

| Edward Sheldon, CFA

Edward Sheldon looks at the investment case for National Grid shares. Is the dividend-paying utility company worth investing in today?

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Investing Articles

Hargreaves Lansdown’s ISA millionaires love these 3 investment funds

| Edward Sheldon, CFA

Edward Sheldon has been looking at how Hargreaves Lansdown’s ISA millionaires invest their money. Here are three actively-managed funds they…

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Person holding magnifying glass over important document, reading the small print
Investing Articles

10.4% yield! Should investors buy this FTSE 100 dividend stock?

| Edward Sheldon, CFA

This stock is one of the highest yielders in the FTSE 100 index. Edward Sheldon looks at whether it’s worth…

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Google office headquarters
Investing Articles

3 reasons Alphabet stock is a ‘buy’ today

| Edward Sheldon, CFA

Edward Sheldon believes Alphabet stock is a great investment today. Here, he discusses why he's bullish on the tech company.

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Investing Articles

Lloyds shares are under 50p. Is this a great investment opportunity?

| Edward Sheldon, CFA

Lloyds shares have come down in price and currently trade for less than 50p. Is now a great time to…

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New year '2023' numbers on stacked wooden cubes
Investing Articles

I just bought these beaten-up growth stocks for my ISA

| Edward Sheldon, CFA

Edward Sheldon just snapped up two new stocks for his ISA. Both are currently well off their 52-week highs, meaning…

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Petrochemical engineer working at night with digital tablet inside oil and gas refinery plant
Investing Articles

BP shares have risen 36% over the last year. Are they worth buying today?

| Edward Sheldon, CFA

BP shares have been an excellent investment over the last year. But can they keep rising? Here’s Edward Sheldon’s take.

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Mature Caucasian woman sat at a table with coffee and laptop while making notes on paper
Investing Articles

Barclays shares yield 6%. Should investors buy them?

| Edward Sheldon, CFA

Right now, Barclays shares offer a dividend yield that's well above the FTSE 100's average. Are they worth buying? Here's…

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Arrow symbol glowing amid black arrow symbols on black background.
Investing Articles

3 gold stocks to consider as prices of the yellow metal rise

| Edward Sheldon, CFA

Edward Sheldon thinks these gold stocks look interesting now that prices of the commodity are on the rise, nearing $2,000…

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

37% cut? Here are the SSE dividend forecasts for 2023 and 2024

| Edward Sheldon, CFA

The latest SSE dividend forecasts indicate that the electricity company is set to cut its payout significantly in the near…

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Young mixed-race woman looking out of the window with a look of consternation on her face
Investing Articles

As we head towards a recession, these ‘defensive’ dividend stocks are rising

| Edward Sheldon, CFA

Talk of a recession is sending a lot of stocks lower right now. However, these two UK-listed dividend shares are…

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Investing For Beginners

Buying these shares could help build a second income

| Edward Sheldon, CFA

Investing in dividend shares is a straightforward way to build a second income. Here, Ed Sheldon provides three ideas for…

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British flag, Big Ben, Houses of Parliament and British flag composition
Investing Articles

Two magnificent FTSE 100 shares for an ISA

| Edward Sheldon, CFA

Edward Sheldon highlights two FTSE 100 shares with outstanding track records when it comes to generating wealth for shareholders.

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Arrow symbol glowing amid black arrow symbols on black background.
Investing Articles

Director deals suggest this FTSE 100 stock could be poised to shoot higher

| Edward Sheldon, CFA

Ed Sheldon highlights some recent director deals at a FTSE 100 company. Insiders have been buying shares, which suggests they…

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Middle-aged black male working at home desk
Investing Articles

How I’d invest £5k in an ISA today

| Edward Sheldon, CFA

Edward Sheldon explains how he’d invest £5k in an ISA. He’d focus on growth investments with the aim of growing…

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Investing Articles

Is Lindsell Train Global Equity still a good investment for an ISA or SIPP?

| Edward Sheldon, CFA

The Lindsell Train Global Equity fund is owned by many ISA and SIPP investors. Here, Edward Sheldon provides a review…

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Hand of person putting wood cube block with word VALUE on wooden table
Investing Articles

This FTSE 100 stock tanked in March and I just bought it while it’s cheap

| Edward Sheldon, CFA

Edward Sheldon has been buying a FTSE 100 stock that was hammered in March. He expects it to rebound in…

Read more »

The words "what's your plan for retirement" written on chalkboard on pavement somewhere in London
Investing Articles

3 exceptional investment funds for a SIPP

| Edward Sheldon, CFA

Edward Sheldon highlights three investment funds that have delivered outstanding returns over the long term. He sees them as good…

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Mature people enjoying time together during road trip
Investing Articles

These are the 3 most popular shares among Hargreaves Lansdown’s ISA millionaires

| Edward Sheldon, CFA

ISA millionaires seem to like investing in mature businesses with low valuations and relatively high dividend yields, says Edward Sheldon.

Read more »

Calendar showing the date of 5th April on desk in a house
Investing Articles

Hargreaves Lansdown investors have been buying these 5 stocks ahead of the ISA deadline

| Edward Sheldon, CFA

With the ISA deadline only days away now, UK investors are putting their money to work. Here’s a look at…

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Risk reward ratio / risk management concept
Investing Articles

Should investors buy Reckitt shares today?

| Edward Sheldon, CFA

Reckitt shares have outperformed the FTSE 100 by a wide margin over the long term. Edward Sheldon looks at whether…

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Arrow symbol glowing amid black arrow symbols on black background.
Investing Articles

NIO stock: a great investment at $10?

| Edward Sheldon, CFA

NIO stock has fallen more than 80% from its highs. Is now a great time to invest in the EV…

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Close-up of British bank notes
Investing Articles

Here’s the BAE Systems dividend forecast for 2023 and 2024

| Edward Sheldon, CFA

The BAE Systems dividend forecast indicates the shares could continue to provide attractive levels of income for investors in the…

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Young mixed-race couple sat on the beach looking out over the sea
Investing Articles

Investing £10k in this stock could generate a ton of passive income

| Edward Sheldon, CFA

Edward Sheldon highlights an under-the-radar UK stock with a high yield. He thinks it could be a great investment for…

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

8.6% dividend yield! Should investors buy this FTSE 100 stock today?

| Edward Sheldon, CFA

This FTSE 100 share has a monster yield at the moment. Is it a great investment for income today? Edward…

Read more »

New year '2023' numbers on stacked wooden cubes
Investing Articles

3 top share ideas for an ISA

| Edward Sheldon, CFA

The 2022/2023 ISA deadline is less than a week away now. Here, Edward Sheldon provides three share ideas for this…

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Close-up of British bank notes
Investing Articles

Here’s the Rolls-Royce dividend forecast for 2023 and 2024

| Edward Sheldon, CFA

Edward Sheldon looks at the Rolls-Royce dividend forecast for the years ahead. Are payments to shareholders on the cards now…

Read more »

Mature Caucasian woman sat at a table with coffee and laptop while making notes on paper
Investing Articles

3 funds for dividend income

| Edward Sheldon, CFA

Investing in funds can be an easy way to generate dividend income. Here, Edward Sheldon highlights a selection of products…

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

Should investors buy Airtel Africa shares today?

| Edward Sheldon, CFA

Airtel Africa shares currently offer an attractive 4% dividend yield. Are they worth buying? Edward Sheldon offers his take on…

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2023 concept with a lightbulb replacing the zero
Investing Articles

3 investment ideas for a Stocks and Shares ISA

| Edward Sheldon, CFA

There are many different ways to invest within a Stocks and Shares ISA. Here are three ideas for those with…

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British flag, Big Ben, Houses of Parliament and British flag composition
Investing Articles

This stock could be one of the FTSE 100’s greatest bargains

| Edward Sheldon, CFA

This FTSE 100 stock trades on a P/E ratio of around 12 and has a yield of 5%. At current…

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Bronze bull and bear figurines
Investing Articles

Hedge funds expect these 3 UK shares to tank

| Edward Sheldon, CFA

Edward Sheldon examines short selling data from the Financial Conduct Authority and highlights three UK shares being shorted by hedge…

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Number 5 foil balloon and gold confetti on black.
Investing Articles

5 takeaways from Fundsmith’s annual meeting

| Edward Sheldon, CFA

Fundsmith’s annual shareholder meeting always provides plenty of insights for investors. Here are some takeaways from this year’s event.

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

Is Scottish Mortgage Investment Trust the next Woodford?

| Edward Sheldon, CFA

Scottish Mortgage Investment Trust has a lot of exposure to unlisted companies. Could it go the same way as Woodford…

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