Motley Fool Premium
  1. Authors
    2. /
  2. Edward Sheldon, CFA
    3. /

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

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

If I’d put £20k into a FTSE All-Share tracker fund 10 years ago, here’s what I’d have now

| Edward Sheldon, CFA

A lot of UK investors have money in FTSE All-Share tracker funds. Here, Edward Sheldon looks at how these products…

Read more »

ISA Individual Savings Account
Investing For Beginners

How to try and build a £250k Stocks and Shares ISA from scratch, starting in 2024

| Edward Sheldon, CFA

With a regular savings plan and a smart investment strategy, it’s possible to build wealth within a Stocks and Shares…

Read more »

3D Word IPO with Target on Chalkboard Background
Small-Cap Shares

Should I look to buy Rosebank shares after the IPO?

| Edward Sheldon, CFA

Edward Sheldon's looking for high-quality growth shares to buy for his portfolio. Should he put some money into Rosebank Industries…

Read more »

A handsome mature bald bearded black man in a sunglasses and a fashionable blue or teal costume with a tie is standing in front of a wall made of striped wooden timbers and fastening a suit button
US Stock

Billionaires are betting big on this growth stock. So am I!

| Edward Sheldon, CFA

This growth stock's owned by a host of billionaires, including Warren Buffett. And Edward Sheldon's made it his largest portfolio…

Read more »

Mother At Home Getting Son Wearing Uniform Ready For First Day Of School
Value Shares

At 58p, could Lloyds shares help Britons build generational wealth?

| Edward Sheldon, CFA

Lloyds shares still trade for much less than £1. Could an investment in the UK bank today lead to a…

Read more »

Portrait of pensive bearded senior looking on screen of laptop sitting at table with coffee cup.
Small-Cap Shares

Is there a fortune hidden in this 19p penny stock?

| Edward Sheldon, CFA

This penny stock looks set to benefit from one of the biggest trends on the planet today, and Edward Sheldon…

Read more »

Chalkboard representation of risk versus reward on a pair of scales
Value Shares

Down 50%, is this one of the UK’s best value stocks today?

| Edward Sheldon, CFA

Value stocks can sometimes provide big returns in the long run. Here’s one that trades on a price-to-earnings (P/E) ratio…

Read more »

Older Man Reading From Tablet
Dividend Shares

Legal & General vs Aviva: which is the best share to buy today?

| Edward Sheldon, CFA

Edward Sheldon compares Legal & General and Aviva to find out which share has more potential for capital gains and…

Read more »

Black woman using loudspeaker to be heard
Dividend Shares

National Grid shares could rise more than 60%, according to this broker

| Edward Sheldon, CFA

National Grid shares are a bargain right now. That’s the view of analysts at JP Morgan, who reckon the stock…

Read more »

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

3 rock-solid dividend stocks for investors in their 50s to consider

| Edward Sheldon, CFA

Edward Sheldon believes these dividend stocks could be very well suited to those approaching retirement who are looking for stability.

Read more »

Black father holding daughter in a field of cows
Investing For Beginners

How investing in a SIPP can build generational wealth

| Edward Sheldon, CFA

SIPPs are tax-efficient investment vehicles. So putting money into them can be a brilliant way to build wealth for future…

Read more »

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

What Labour’s win means for UK stocks and the FTSE

| Edward Sheldon, CFA

Research shows that UK stocks have performed better when a particular party's in power. But investors shouldn't get hung up…

Read more »

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

Nvidia vs Tesla: which is the best for a Stocks and Shares ISA today?

| Edward Sheldon, CFA

Tesla stock's underperformed over the last 12 months. Could it be a better buy than Nvidia for British investors seeking…

Read more »

Girl buying groceries in the supermarket with her father.
Value Shares

Marks & Spencer vs Tesco: which are the best shares to buy today?

| Edward Sheldon, CFA

Tesco shares offer an attractive dividend at the moment. But could Marks and Spencer stock be a better investment in…

Read more »

British Isles on nautical map
Dividend Shares

This FTSE stock yields 16.3%! Should investors consider buying it?

| Edward Sheldon, CFA

This FTSE stock currently has an enormous yield. Could it be a good buy for those seeking income from their…

Read more »

Young Caucasian man making doubtful face at camera
Investing Articles

Here’s how Fundsmith Equity and Scottish Mortgage shares performed in the first half of 2024

| Edward Sheldon, CFA

Edward Sheldon owns shares in Scottish Mortgage Investment Trust and units in Fundsmith Equity. Did these products deliver gains in…

Read more »

Happy parents playing with little kids riding in box
Growth Shares

I’ve bought these 3 magnificent growth stocks for my ISA to build generational wealth

| Edward Sheldon, CFA

Edward Sheldon believes these growth stocks have the potential to generate significant wealth for his family over the next few…

Read more »

Percy Pig Ocado van outside distribution centre
Growth Shares

Should I buy Ocado shares after a 90% drop?

| Edward Sheldon, CFA

Ocado shares have taken a huge hit over the last three-and-a-half years, losing around 90% of their value. Should Edward…

Read more »

2024 year number handwritten on a sandy beach at sunrise
Investing Articles

£10k to invest? Here are 3 areas of the stock market I like for the second half of 2024

| Edward Sheldon, CFA

Edward Sheldon believes that these three areas of the stock market could generate attractive returns in the second half of…

Read more »

Smiling family of four enjoying breakfast at sunrise while camping
Dividend Shares

3 dirt cheap dividend stocks to consider buying in July

| Edward Sheldon, CFA

These dividend stocks all sport price-to-earnings (P/E) ratios of less than nine, meaning they’re trading at a large discount to…

Read more »

Young female business analyst looking at a graph chart while working from home
Growth Shares

This stock just joined the FTSE 250. It deserves a closer look

| Edward Sheldon, CFA

Edward Sheldon believes new FTSE 250 member Alpha Group International has all the right ingredients to be a winning investment…

Read more »

Person holding magnifying glass over important document, reading the small print
Dividend Shares

I searched the FTSE 250 for high-yield passive income stocks. Here are 2 gems I found

| Edward Sheldon, CFA

Looking for passive income? These two dividend stocks currently yield over 7%. In the long run, they could provide some…

Read more »

Night Takeoff Of The American Space Shuttle
Growth Shares

Has the Rolls-Royce share price risen too far, too soon?

| Edward Sheldon, CFA

The Rolls-Royce share price has soared spectacularly over the last year. Is this justified, or has the stock got a…

Read more »

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

The Glencore dividend forecast for 2024 and 2025 may disappoint income investors

| Edward Sheldon, CFA

The Glencore dividend forecast suggests that investors shouldn't expect much passive income from the stock in the next few years.

Read more »

Front view of aircraft in flight.
Investing Articles

BAE Systems vs Rolls-Royce: which are the best shares to buy today?

| Edward Sheldon, CFA

Edward Sheldon compares shares in BAE Systems with those in Rolls-Royce. Which are cheaper? And which offer the better dividend…

Read more »

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

These 2 FTSE 100 stocks are near 52-week highs. I’m backing them to continue rising

| Edward Sheldon, CFA

These two FTSE 100 shares are trending up right now. And Edward Sheldon believes they can provide attractive returns for…

Read more »

Man thinking about artificial intelligence investing algorithms
Investing Articles

3 magnificent AI stocks I own that aren’t Nvidia

| Edward Sheldon, CFA

These AI stocks are some of Edward Sheldon’s largest portfolio holdings. He reckons they have enormous potential in the long…

Read more »

Small-Cap Shares

At a price of 1.2p, could penny share Kore Potash deliver huge gains?

| Edward Sheldon, CFA

Investors have been piling into penny share Kore Potash recently. Here, Edward Sheldon looks at its potential and provides his…

Read more »

Investing Articles

Huge gains and 9% yields: why now’s an amazing time to be a stock market investor

| Edward Sheldon, CFA

The stock market’s generating fantastic returns in 2024. Whether you're looking for gains or income, it’s a great time to…

Read more »

Santa Clara offices of NVIDIA
US Stock

Nvidia stock: 3 things investors need to know as it surges towards $150

| Edward Sheldon, CFA

Nvidia is a stock that's had an extraordinary run in 2024. Edward Sheldon highlights some important things investors should know.

Read more »

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

I just put £4k into my SIPP. Here’s where I’m going to invest it

| Edward Sheldon, CFA

Edward Sheldon's been contributing to his SIPP to build wealth for retirement. Here’s a look at where he’s investing his…

Read more »

Asian man looking concerned while studying paperwork at his desk in an office
Dividend Shares

Here are brokers’ new price targets for Legal & General and National Grid shares

| Edward Sheldon, CFA

City analysts are generally very positive on National Grid shares. But they're not quite as bullish on the Legal &…

Read more »

Finger clicking a button marked 'Buy' on a keyboard
Growth Shares

Growth stock YouGov just fell 46%. Time to buy?

| Edward Sheldon, CFA

YouGov’s share price just fell from 820p to 440p after a poor trading update. Is now a good time to…

Read more »

Smiling young man sitting in cafe and checking messages, with his laptop in front of him.
Growth Shares

I bought 319 Scottish Mortgage shares for my SIPP in January. Here’s how they’ve done

| Edward Sheldon, CFA

Scottish Mortgage shares were out of favour in January so Edward Sheldon bought more of them for his pension. Was…

Read more »

Two gay men are walking through a Victorian shopping arcade
Investing Articles

Greggs shares: a tasty option for a Stocks and Shares ISA today?

| Edward Sheldon, CFA

Greggs shares have had a great run in recent years. However, Edward Sheldon believes that they can continue to deliver…

Read more »

3D Word IPO with Target on Chalkboard Background
Growth Shares

Why I’m not buying Raspberry Pi shares today

| Edward Sheldon, CFA

Investors have been piling into Raspberry Pi shares after the company’s IPO. Here’s why Edward Sheldon isn’t following the crowd.

Read more »

Portrait of pensive bearded senior looking on screen of laptop sitting at table with coffee cup.
Dividend Shares

Glencore and Vodafone slashed their dividends. Could this FTSE 250 stock yielding 10% be next?

| Edward Sheldon, CFA

This FTSE 250 stock currently offers a huge yield. But with the company struggling, Edward Sheldon believes the dividend payout…

Read more »

Female Doctor In White Coat Having Meeting With Woman Patient In Office
Value Shares

Down 50%, this FTSE dividend stock looks like a steal to me

| Edward Sheldon, CFA

This FTSE stock’s been crushed if not quite left for dead. However, Edward Sheldon believes it's capable of a big…

Read more »

Petrochemical engineer working at night with digital tablet inside oil and gas refinery plant
Value Shares

Are BP shares a bargain after a 15% fall?

| Edward Sheldon, CFA

There are signs BP shares are cheap right now. But investors need to be aware of the risks associated with…

Read more »

GSK scientist holding lab syringe
Value Shares

Are GSK shares a bargain after falling 11%?

| Edward Sheldon, CFA

GSK shares have taken a hit in recent weeks due to Zantac uncertainty. Here, Edward Sheldon looks at whether they’re…

Read more »