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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

Who else wants to build a second income stream with FTSE 100 dividend stocks?

| Edward Sheldon, CFA

Edward Sheldon reveals how he is creating a second income stream by investing in FTSE 100 (INDEXFTSE: UKX) dividend stocks.

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Investing Articles

Retirement saving: five habits of millionaire investors

| Edward Sheldon, CFA

Time to get your retirement finances in shape? Here are five habits of highly effective investors.

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Investing Articles

Legal & General Group isn’t the only Neil Woodford dividend stock yielding over 5%

| Edward Sheldon, CFA

Edward Sheldon looks at two dividend stocks owned by Neil Woodford, including dividend champ Legal & General Group plc (LON:…

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Investing Articles

No retirement savings at 60? Here’s what to do

| Edward Sheldon, CFA

In your 60s with little in the way of pension savings? Here's what you need to do.

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Investing Articles

Lloyds share price: why is it underperforming the FTSE 100?

| Edward Sheldon, CFA

Over the last month, Lloyds Banking Group plc (LON: LLOY) has underperformed the FTSE 100 (INDEXFTSE: UKX) by 7%. What's…

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Investing Articles

3 Warren Buffett ratios that could help you retire a millionaire

| Edward Sheldon, CFA

Edward Sheldon reveals three key financial ratios that the greatest investor of all time, Warren Buffett, uses regularly.

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Investing Articles

Investing in your 20s? These top growth funds could help you retire earlier

| Edward Sheldon, CFA

Investors in their 20s can afford to take on a little more risk so could benefit from an allocation to…

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Investing Articles

Sainsbury’s share price: can it keep rising on Asda deal?

| Edward Sheldon, CFA

J Sainsbury plc (LON: SBRY) shares surged yesterday on news of the proposed merger with Asda. Is now the time…

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Investing Articles

In your 60s? Consider these low-risk dividend investment trusts

| Edward Sheldon, CFA

Edward Sheldon looks at two low-risk investment trusts that pay regular dividends.

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Investing Articles

3 reasons now is a great time to invest in UK stocks

| Edward Sheldon, CFA

UK stocks are unloved right now. That means it could be a great time to invest.

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Investing Articles

No retirement savings and running out of time? Here’s what to do

| Edward Sheldon, CFA

In your 60s and concerned about low pension savings? Here's what to do.

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Investing Articles

Should you ditch Neil Woodford after yet another investing disaster?

| Edward Sheldon, CFA

Neil Woodford has suffered yet another disaster, this time with US biotech stock Prothena. Is it time to ditch the…

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Investing Articles

Why I’d invest £1,000 in FTSE 100 dividend stock St. James’s Place today

| Edward Sheldon, CFA

Edward Sheldon explains why wealth manager St. James's Place plc (LON: STJ) is a top FTSE 100 (INDEXFTSE: UKX) dividend…

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Investing Articles

BP share price: can it keep rising?

| Edward Sheldon, CFA

BP plc's (LON: BP) share price has surged 12% over the last month. Are there more gains to come?

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Investing Articles

Should you buy these FTSE 100 dividend stocks that yield over 5%?

| Edward Sheldon, CFA

Edward Sheldon looks at two FTSE 100 (INDEXFTSE: UKX) dividend stocks that offer high dividend yields.

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Investing Articles

3 top growth funds to buy in 2018

| Edward Sheldon, CFA

Edward Sheldon identifies three top mutual funds to buy that have a focus on growth stocks.

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Investing Articles

The investor lifecycle: how it affects you

| Edward Sheldon, CFA

Understanding where you are in the investor lifecycle is an important part of financial planning.

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Investing Articles

Two hot small-cap stocks you need to check out today

| Edward Sheldon, CFA

Edward Sheldon looks at two hot AIM stocks that have exciting long-term prospects.

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Investing Articles

Mediclinic International: a top FTSE 100 healthcare stock?

| Edward Sheldon, CFA

Mediclinic International plc (LON: MDC) shares are up 5% today. Are they worth a closer look?

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Investing Articles

How much money do you need to save for retirement in the UK?

| Edward Sheldon, CFA

Do you know how much you need to save for retirement in the UK? Here are two retirement calculators that…

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Investing Articles

How UK investors could build a Warren Buffett portfolio

| Edward Sheldon, CFA

Warren Buffett is the greatest investor of all time. Here's how to build a portfolio just like his.

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Investing Articles

3 top funds for dividend investors to buy in 2018

| Edward Sheldon, CFA

Love dividends? Check out these top UK dividend funds.

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Investing Articles

Is Tesco a good share to buy for a starter portfolio?

| Edward Sheldon, CFA

Tesco plc (LON: TSCO) shares surged this week. Is it a good stock to buy?

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Investing Articles

4 key lessons from Warren Buffett’s current portfolio

| Edward Sheldon, CFA

Here are four things investors can learn from the greatest investor of all time.

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Investing Articles

Should you buy Neil Woodford stock Saga after today’s share price rise?

| Edward Sheldon, CFA

Saga plc (LON: SAGA) shares are down 40% in the last year and so yield 7.3%. Is now the time…

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Investing Articles

These bargain FTSE 250 income stocks offer yields of 7%

| Edward Sheldon, CFA

Edward Sheldon identifies two FTSE 250 (INDEXFTSE: MCX) stocks with low valuations and high yields.

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Investing Articles

Two dividend growth stocks that could outperform the FTSE 100 this year

| Edward Sheldon, CFA

Edward Sheldon looks at two under-the-radar companies that could potentially beat the FTSE 100 (INDEXFTSE: UKX) in 2018.

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Investing Articles

GlaxoSmithKline’s share price is rising. Is it time to buy?

| Edward Sheldon, CFA

GlaxoSmithKline plc's (LON: GSK) share price has bounced 10% in the last few weeks. Is now the time to take…

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Investing Articles

Should you follow Neil Woodford and sell AstraZeneca plc?

| Edward Sheldon, CFA

Neil Woodford has sold down his holding in AstraZeneca plc (LON: AZN). Should you copy him?

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Investing Articles

In your 40s? Consider buying these two FTSE 100 stocks

| Edward Sheldon, CFA

Edward Sheldon identifies two FTSE 100 (INDEXFTSE: UKX) stocks that might be ideal investments for those in their 40s.

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Investing Articles

Opened a stocks & shares ISA? Consider these high-growth investment trusts

| Edward Sheldon, CFA

Edward Sheldon looks at two investment trusts that are suited to growth investors.

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Investing Articles

Neil Woodford vs Nick Train – How would they invest this year’s ISA allowance?

| Edward Sheldon, CFA

Wondering how to invest this year's ISA allowance? Here's how two highly respected names might do it.

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Investing Articles

When will the lifetime ISA bonus be paid?

| Edward Sheldon, CFA

Wondering when the lifetime ISA bonuses will be paid? Here's what you need to know.

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Investing Articles

Two top investment trusts for a starter ISA portfolio

| Edward Sheldon, CFA

Edward Sheldon identifies two investment trusts that could be excellent core holdings for new ISA investors.

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Investing Articles

Is Royal Dutch Shell plc a good ISA stock after the recent share price fall?

| Edward Sheldon, CFA

Royal Dutch Shell plc's (LON: RDSB) share price is down 13% from its 52-week high. Is now the time to…

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Investing Articles

Is HSBC a bargain after the recent share price fall?

| Edward Sheldon, CFA

HSBC Holdings plc's (LON: HSBA) share price has fallen nearly 15% in 2018. Is now the time to buy?

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Investing Articles

2 FTSE 100 dividend stocks I’d buy before the ISA deadline

| Edward Sheldon, CFA

Edward Sheldon looks at two high-quality FTSE 100 (INDEXFTSE: UKX) businesses that could make excellent ISA investments.

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Investing Articles

FTSE 100 Q1 recap: a volatile quarter

| Edward Sheldon, CFA

Edward Sheldon looks at the performance of the FTSE 100 (INDEXFTSE: UKX) index between January and March 2018.

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Investing Articles

Is the FTSE 100 a good investment for an ISA?

| Edward Sheldon, CFA

The FTSE 100 (INDEXFTSE: UKX) is a popular investment, but are there better alternatives to boost your ISA pot?

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Investing Articles

Warren Buffett advice that could put you on the path to ISA millionaire status

| Edward Sheldon, CFA

Warren Buffett is the greatest investor of all time. Follow these tips of his to achieve your ISA millionaire goal.

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