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Edward Sheldon, CFA

Edward Sheldon, CFA

Based in London, Edward is a freelance investment analyst/writer who has clients all across 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 Twitter @EdwardSheldon7

Recent Articles

Investing Articles

Forget forex trading. I think this is a much easier way to make big money in the financial markets

| Edward Sheldon, CFA

Want to start trading forex to make extra money? Read this first.

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Investing Articles

Which UK lottery game has the best odds of winning?

| Edward Sheldon, CFA

Lotto, EuroMillions, Set For Life, Thunderball...Is one lottery game easier to win than the others?

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Investing Articles

Fundsmith Equity: 5 risks you need to know about

| Edward Sheldon, CFA

The suspension of Neil Woodford's fund is a good reminder of the importance of focusing on risk when investing your…

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Investing Articles

FTSE 100 investors: here’s how to invest like Warren Buffett in 2020

| Edward Sheldon, CFA

Warren Buffett has built up a net worth of $80bn by investing in stocks. Here's how to pick FTSE 100…

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Investing Articles

This is how much £1k invested in a FTSE 100 tracker 5 years ago would be worth now

| Edward Sheldon, CFA

FTSE 100 (INDEXFTSE: UKX) trackers are very popular. But are they good investments?

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Investing Articles

Want to invest in e-commerce? Here are 3 stocks I’d buy for 2020 and beyond

| Edward Sheldon, CFA

When it comes to big, powerful investment themes, it’s hard to look past the growth of e-commerce.

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Investing Articles

2020 dividend forecasts: BT Group, RBS, and Royal Mail

| Edward Sheldon, CFA

Investing for income? You'll want to see these 2020 dividend forecasts for BT Group (LON: BT.A), RBS (LON: RBS), and…

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Investing Articles

Have a small amount of money to invest? I’d put it into this top-performing fund

| Edward Sheldon, CFA

This fund has returned over 350% in less than a decade. If you've a small amount of money to invest,…

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Investing Articles

Would Warren Buffett buy Lloyds shares?

| Edward Sheldon, CFA

Warren Buffett has stuffed his portfolio full of banks. Would he buy Lloyds Banking Group plc (LON: LLOY) shares though?

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Investing Articles

Would Warren Buffett buy Aviva shares?

| Edward Sheldon, CFA

Warren Buffett has made a lot of money in the insurance sector in the past. Would he invest in FTSE…

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Investing Articles

No savings at 50? Here’s how to retire with a million without winning the National Lottery

| Edward Sheldon, CFA

This simple three-step plan could get you from zero to one million in less than two decades.

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Investing Articles

Looking for the best Cash ISA rate? I think you’re missing the wood for the trees!

| Edward Sheldon, CFA

Want to get your money working hard for you? Forget the best Cash ISA rate, says Edward Sheldon.

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Investing Articles

Win tonight’s National Lottery jackpot? You have more chance of winning an Olympic gold medal!

| Edward Sheldon, CFA

Forget the National Lottery. Here's a much easier way to generate wealth.

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Investing Articles

Boohoo shares just popped to a new all-time high. What’s the best move now?

| Edward Sheldon, CFA

Boohoo's (LON: BOO) share price is on fire. Can it keep rising?

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Investing Articles

Two FTSE 100 dividend stocks I want to buy in the next stock market crash

| Edward Sheldon, CFA

Edward Sheldon highlights two high-quality FTSE 100 (INDEXFTSE: UKX) dividend stocks he's keen to buy when the stock market next…

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Investing Articles

Two FTSE 100 dividend stocks I’d be happy to buy for my ISA today

| Edward Sheldon, CFA

These two FTSE 100 (INDEXFTSE: UKX) dividend stocks offer value right now, according to Edward Sheldon.

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Investing Articles

Imperial Brands shares have fallen 45% in two years. Here’s what I’d do now

| Edward Sheldon, CFA

Imperial Brands plc (LON: IMB) shares have the potential to rebound, believes Edward Sheldon.

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Investing Articles

Never invested in the stock market before? Here’s how I’d start

| Edward Sheldon, CFA

Wondering how to start investing in stocks? Edward Sheldon explains how he'd invest for the first time.

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Investing Articles

Is it wise to own Fundsmith AND Lindsell Train Global Equity in your portfolio?

| Edward Sheldon, CFA

Fundsmith and Lindsell Train Global Equity have topped fund bestseller lists for years. Do I think holding both is a…

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Retirement Articles

Retirement saving: those aged 50-59 require an extra £130k+ to retire comfortably

| Edward Sheldon, CFA

According to a recent study by SunLife, the average pension pot of those aged 50-59 in the UK is just…

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Investing Articles

No pension at 50? This 3-step plan could save your retirement

| Edward Sheldon, CFA

Having no pension at 50 is not ideal. But it's also not the end of the world.

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Investing Articles

3 investing mistakes that could put your retirement at risk

| Edward Sheldon, CFA

Investing for retirement doesn't need to be complicated. But it's important to get the basics right.

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Investing Articles

Royal Mail shares just tanked. Here’s what I’d do now

| Edward Sheldon, CFA

Royal Mail (LON: RMG) shares fell 14% yesterday. What's the best move now?

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Investing Articles

Here are 2 of my favourite FTSE 250 stocks

| Edward Sheldon, CFA

While it’s the FTSE 100 (INDEXFTSE: UKX) index that tends to receive all the media attention, don't ignore the FTSE…

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Investing Articles

Forget IQE shares. Here’s a high-growth tech stock I’d buy instead

| Edward Sheldon, CFA

IQE plc (LON: IQE) shares look dangerous right now, warns Edward Sheldon.

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Investing Articles

Fevertree shares have bounced! What’s the best move now?

| Edward Sheldon, CFA

Fevertree Drinks plc (LON: FEVR) shares are up 12% today. Is now the time to get on board?

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Investing Articles

3 FTSE 100 dividend stocks I like that pay more than Lloyds Bank does

| Edward Sheldon, CFA

Lloyds Bank (LON: LLOY) shares yield 5.6%. But these three FTSE 100 (INDEXFTSE: UKX) stocks yield more.

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Investing Articles

This Terry Smith-owned FTSE 100 stock just surged 8%. Here’s what I’d do now

| Edward Sheldon, CFA

This Terry-Smith owned FTSE 100 (INDEXFTSE: UKX) stock is having a great run. Is it too late to buy?

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Investing Articles

BT’s share price has fallen below 200p. Here’s why I’m still not buying

| Edward Sheldon, CFA

Falling revenue and the possibility of a dividend cut are just some of the reasons Edward Sheldon is avoiding BT…

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Investing Articles

Terry Smith vs Warren Buffett: 3 differences in the way they invest

| Edward Sheldon, CFA

Terry Smith has been called 'Britain's Warren Buffett.' But there are key differences in the way they invest, says Edward…

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Investing Articles

3 reasons I won’t be investing in a FTSE 100 tracker fund in 2020

| Edward Sheldon, CFA

FTSE 100 (INDEXFTSE: UKX) trackers have become extremely popular in recent years. Are they the best way to invest in…

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Investing Articles

Forget the National Lottery’s Set For Life game. Here’s how to really set yourself up for life

| Edward Sheldon, CFA

Playing the National Lottery's Set For Life? The odds are stacked against you, warns Edward Sheldon.

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Investing Articles

Forget buy-to-let. Here’s how I’ll be targeting 7-figure wealth in 2020

| Edward Sheldon, CFA

Edward Sheldon believes that buy-to-let is not the best place to invest in 2020.

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Investing Articles

Would Warren Buffett invest in Sirius Minerals (SXX) shares?

| Edward Sheldon, CFA

Sirius Minerals plc (LON: SXX) is a popular stock. Would the greatest investor of all time, Warren Buffett, invest in…

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Investing Articles

Tesco shares? I’d rather buy this FTSE 100 dividend growth stock

| Edward Sheldon, CFA

Interested in Tesco plc (LON: TSCO) shares? This FTSE 100 (INDEXFTSE: UKX) stock is a better long-term bet, argues Edward…

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Investing Articles

2020 dividend forecasts: Lloyds Bank, Barclays and Tesco

| Edward Sheldon, CFA

Invested in Lloyds Bank, Barclays, or Tesco? You'll probably want to see these 2020 dividend forecasts.

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Investing Articles

Metro Bank shares are up on Lloyds Bank takeover rumours. Here’s what I’d do now

| Edward Sheldon, CFA

Metro Bank's (LON: MTRO) share price has rebounded in the last month. What's the best move now?

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Investing Articles

Saga’s share price is on fire! Here’s what I’d do now

| Edward Sheldon, CFA

Saga plc (LON: SAGA) shares have risen 80% in just a few months. What's the best move now?

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Retirement Articles

Avoiding State Pension misery: how to boost your pension pot after 65

| Edward Sheldon, CFA

Pension pot a little on the low side? Here's how to boost your retirement savings after 65.

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Investing Articles

UK dividend ETFs: why I believe investors need to be careful

| Edward Sheldon, CFA

Considering a UK dividend ETF for your portfolio? Be aware of the risks, says Edward Sheldon.

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