Member Login
  1. Authors
    2. /
  2. Edward Sheldon, CFA
    3. /
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

Investing Articles

Invested with Neil Woodford? Here are 3 things you need to know

| Edward Sheldon, CFA

There's a lot of information for Neil Woodford investors to process right now.

Read more »

Investing Articles

ITV’s share price has just risen nearly 25%. Here’s what I’d do now

| Edward Sheldon, CFA

After a poor run last year, ITV (LON: ITV) shares have rediscovered their mojo.

Read more »

Investing Articles

The gold price could rise to $2,000 according to analysts

| Edward Sheldon, CFA

A number of analysts believe that the price of gold could soar 30%+.

Read more »

Investing Articles

Forget Sirius Minerals shares. I’d put my money into this small-cap stock

| Edward Sheldon, CFA

This stock has outperformed Sirius Minerals over the last year, which hasn't exactly been hard. But Edward Sheldon believes it…

Read more »

Investing Articles

Prudential demerger: here’s what you need to know

| Edward Sheldon, CFA

The Prudential demerger will take place on October 21. Here are answers to questions you may have.

Read more »

Investing Articles

How I’d invest £10K today

| Edward Sheldon, CFA

Investing a large amount of money is never easy as there are a number of issues to consider. Edward Sheldon…

Read more »

Investing Articles

This is my top FTSE 100 dividend stock yielding 5%+ right now

| Edward Sheldon, CFA

There are nearly 30 stocks in the FTSE 100 (INDEXFTSE: UKX) that yield 5% or more right now. Here, Edward…

Read more »

Retirement Articles

Under 40 and saving for retirement? Here are 3 smart moves I’d make today

| Edward Sheldon, CFA

Edward Sheldon provides some good advice for those under 40 who are already saving for retirement.

Read more »

Investing Articles

Lloyds shares: are they worth buying for the dividend?

| Edward Sheldon, CFA

Lloyds (LON: LLOY) shares currently yield more than 6%. But if you're thinking about buying the stock for the dividend,…

Read more »

Investing Articles

Lost money on Sirius Minerals shares? Here’s what I’d do now

| Edward Sheldon, CFA

Sirius Minerals plc (LON: SXX) shares have tanked over the last year, meaning a lot of investors will have lost…

Read more »

Investing Articles

Vodafone shares: are they worth buying for the dividend?

| Edward Sheldon, CFA

Vodafone (LON: VOD) is a popular dividend stock. But is its dividend payout safe?

Read more »

Investing Articles

Why’d I’d invest in Fundsmith over a FTSE 100 tracker

| Edward Sheldon, CFA

The Fundsmith Equity Fund's global focus gives it a strong advantage over the FTSE 100 (INDEXFTSE: UKX), believes Edward Sheldon.

Read more »

Investing Articles

Looking for income? I’d consider these funds that pay dividends

| Edward Sheldon, CFA

Looking to build a passive income stream? Check out these three funds that pay dividends, says Edward Sheldon.

Read more »

Retirement Articles

No savings at 40? You could still retire a millionaire

| Edward Sheldon, CFA

Here's how to build up £1m for retirement, starting at age 40.

Read more »

Investing Articles

How to invest small amounts of money

| Edward Sheldon, CFA

Only have a small amount of money to invest? Here's a look at some smart investing strategies.

Read more »

Retirement Articles

Retirement planning in your 50s: four smart moves to make

| Edward Sheldon, CFA

In your 50s, it's essential to make retirement planning a priority.

Read more »

Retirement Articles

This Martin Lewis money tip could boost your pension by thousands

| Edward Sheldon, CFA

Money expert Martin Lewis just issued an urgent warning to those with workplace pensions.

Read more »

Investing Articles

5 important lessons from the Sirius Minerals share price crash

| Edward Sheldon, CFA

Sirius Minerals plc's (LON: SXX) share price is down 87% over the last year. Here are five key lessons from…

Read more »

Investing Articles

Have a Marcus savings account? This tip could boost your interest rate!

| Edward Sheldon, CFA

If you opened a Marcus savings account when it first launched, your bonus interest rate may have expired.

Read more »

Investing Articles

National Grid shares: are they worth buying for the dividend?

| Edward Sheldon, CFA

National Grid shares sport a dividend yield of 5.6%. But does that make the stock a good income play?

Read more »

Investing Articles

Boohoo shares: here’s why I think they can keep rising

| Edward Sheldon, CFA

Analysts at one leading City brokerage firm believe Boohoo shares are worth 350p each.

Read more »

Investing Articles

A FTSE 100-beating small-cap growth stock I’d buy in October

| Edward Sheldon, CFA

Looking to beat the FTSE 100 (INDEXFTSE: UKX)? Check out this high-flying growth stock.

Read more »

Investing Articles

Two FTSE 250 dividend growth stocks I’d buy in October

| Edward Sheldon, CFA

Looking for dividend stocks? Check out these under-the-radar FTSE 250 (INDEXFTSE: MCX) gems, says Edward Sheldon.

Read more »

Investing Articles

Two FTSE 100 dividend stocks I’d buy for my ISA in October

| Edward Sheldon, CFA

Edward Sheldon reveals the names of two cheap FTSE 100 (INDEXFTSE: UKX) dividend stocks he'd be happy to buy right…

Read more »

Investing Articles

Forget tonight’s £169m EuroMillions jackpot! This could be an easier way to make life-changing wealth

| Edward Sheldon, CFA

The EuroMillions jackpot tonight is a huge £169m. But buying a ticket is a waste of money, says Edward Sheldon.

Read more »

Investing Articles

Forget gold! I think FTSE 100 dividend stocks are a better long-term investment

| Edward Sheldon, CFA

The gold price is soaring. Yet FTSE 100 (INDEXFTSE: UKX) dividend stocks could be a better long-term bet, says Edward…

Read more »

Investing Articles

Premium Bonds offer millions in prizes. But are they worth it?

| Edward Sheldon, CFA

Are NS&I Premium Bonds worth it? Here's a closer look at how they work.

Read more »

Investing Articles

Should I buy gold for my ISA?

| Edward Sheldon, CFA

Edward Sheldon looks at the advantages and disadvantages of investing in gold.

Read more »

Investing Articles

No-deal Brexit? I’d buy this ‘recession-proof’ FTSE 100 dividend stock

| Edward Sheldon, CFA

The OECD believes a no-deal Brexit could tip the UK into a recession next year. Here's one FTSE 100 (INDEXFTSE:…

Read more »

Investing Articles

How to invest in gold in the UK

| Edward Sheldon, CFA

The price of gold has soared over the last year. Here's a look at how to invest in this trend…

Read more »

Retirement Articles

No savings at 55? Here are 3 smart financial moves that could save your retirement

| Edward Sheldon, CFA

No savings at 55 isn't ideal. However, there's still time to build a retirement nest egg if you act quickly,…

Read more »

Investing Articles

Sirius Minerals share price crash: how to avoid losing big money on small-cap stocks

| Edward Sheldon, CFA

Sirius Minerals (LON: SXX) has been a disaster for investors. Here's a look at how to avoid losses like this…

Read more »

Investing Articles

Thinking of buying Tesco shares? Read this first

| Edward Sheldon, CFA

Are Tesco shares a bargain? Edward Sheldon takes a closer look at the investment case.

Read more »

Retirement Articles

The State Pension is shocking. But here’s how you can protect yourself

| Edward Sheldon, CFA

The State Pension is lousy, whichever way you look at it. Here's how to build your own nest egg for…

Read more »

Investing Articles

Sirius Minerals shares have tanked. Here’s what I’d do now

| Edward Sheldon, CFA

The SXX share price has crashed to 4.4p. What's the best move now?

Read more »

Investing Articles

3 reasons I own the Blue Whale Growth fund in my Stocks & Shares ISA

| Edward Sheldon, CFA

The Blue Whale Growth fund has been one of the best-performing global equity funds in the UK over the last…

Read more »

Investing Articles

Why I own FTSE 100-listed Scottish Mortgage Investment Trust in my Stocks & Shares ISA

| Edward Sheldon, CFA

The FTSE 100's (INDEXFTSE: UKX) Scottish Mortgage Investment Trust (LON: SMT) is a great way to play the technology sector,…

Read more »

Retirement Articles

Pension savings: half of over-55s are unprepared for retirement

| Edward Sheldon, CFA

Recent research suggests that those aged 55 and over in the UK need to take urgent action in order to…

Read more »

Investing Articles

How I’d invest £1,000 today

| Edward Sheldon, CFA

"How should I invest £1,000?" is a question that I get asked a lot. Here's what I'd do.

Read more »

Investing Articles

2 Warren Buffett-style FTSE 100 stocks I’d buy for my ISA today

| Edward Sheldon, CFA

These two highly profitable, Buffett-type FTSE 100 (INDEXFTSE: UKX) stocks are priced to buy, says Edward Sheldon.

Read more »