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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

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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Investing Articles

Why I just invested the full £4,000 in the lifetime ISA

| Edward Sheldon, CFA

Edward Sheldon explains why he's using the lifetime ISA as a retirement savings vehicle.

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Investing Articles

Two FTSE 250 growth stocks I’d buy for my ISA

| Edward Sheldon, CFA

Edward Sheldon profiles two fast-growing FTSE 250 (INDEXFTSE: MCX) stocks that could make excellent ISA investments.

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Investing Articles

Two ‘ISA Millionaire’ funds I’d buy for my ISA this year

| Edward Sheldon, CFA

Edward Sheldon picks out two funds held by ISA millionaires that offer fantastic potential for 2018 and beyond.

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Investing Articles

2 FTSE 100 dividend champions I’d buy for my ISA today

| Edward Sheldon, CFA

Edward Sheldon looks at two FTSE 100 (INDEXFTSE: UKX) dividend stocks that now yield 5%.

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Investing Articles

Is now a good time to invest in a stocks & shares ISA?

| Edward Sheldon, CFA

With ISA deadline day approaching, is now a good time to open a stocks & shares ISA?

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Investing Articles

2 FTSE 100 dividend stocks I’d buy for my ISA

| Edward Sheldon, CFA

Edward Sheldon looks at two FTSE 100 (INDEXFTSE: UKX) dividend stocks that have strong ISA potential.

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Investing Articles

Barclays plc is forecast to raise its dividend by 111% in 2018

| Edward Sheldon, CFA

Barclays plc (LON: BARC) looks set to increase its dividend payout in 2018 and 2019.

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Investing Articles

This is Neil Woodford’s take on Imperial Brands’ share price drop

| Edward Sheldon, CFA

Imperial Brands plc's (LON: IMB) share price has taken a beating over the last 18 months. Here are Neil Woodford's…

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Investing Articles

Warning: Morgan Stanley says the stock market may have peaked for 2018

| Edward Sheldon, CFA

The good times for investors are over, according to analysts at Morgan Stanley, but are they?

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Investing Articles

2 FTSE 250 growth stocks I’d buy for my ISA

| Edward Sheldon, CFA

Adding FTSE 250 (INDEXFTSE: MCX) growth stocks to an ISA could be a good long-term strategy, explains Edward Sheldon.

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Investing Articles

Two high-growth stocks to consider for your ISA

| Edward Sheldon, CFA

Edward Sheldon looks at two companies that have generated extraordinary gains for shareholders.

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Investing Articles

Is Micro Focus a bargain after a 50% share price fall?

| Edward Sheldon, CFA

Shares in Micro Focus International plc (LON: MCRO) have almost halved this week. Is now the time to buy?

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Investing Articles

Could these high-growth small-caps help you achieve your ISA millionaire goal?

| Edward Sheldon, CFA

Edward Sheldon profiles two exciting smaller companies that are generating big gains for shareholders.

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Investing Articles

Is the BT share price the bargain of the year?

| Edward Sheldon, CFA

Edward Sheldon analyses the investment case for BT Group plc (LON: BT.A) shares. Is the stock a 'buy' at 227p?

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Investing Articles

Is National Grid plc’s 6% dividend yield the steal of the century?

| Edward Sheldon, CFA

National Grid plc (LON: NG) now sports a whopping yield of 6%. Is that an opportunity or does it signal…

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Investing Articles

Is it really possible to become an ISA millionaire?

| Edward Sheldon, CFA

Up until now, only a handful of investors have achieved ISA millionaire status. But that looks set to change.

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Investing Articles

These are the most popular stocks among ISA millionaires

| Edward Sheldon, CFA

Ever wondered what the UK's ISA millionaires have invested in? Read on to find out.

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Investing Articles

2 ‘secret’ income stocks paying massive dividends

| Edward Sheldon, CFA

Love dividends? Check out these two under-the-radar dividend champions.

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Investing Articles

Provident Financial plc isn’t the only FTSE 250 stock I’m avoiding right now

| Edward Sheldon, CFA

Shares in FTSE 250 (INDEXFTSE: MCX) firm Provident Financial plc (LON: PFG) have recovered lately but Edward Sheldon isn't buying…

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Investing Articles

Boohoo.com plc isn’t the only growth stock I’d stick in my ISA

| Edward Sheldon, CFA

Edward Sheldon looks at two growth stocks that have strong ISA potential, including Boohoo.com plc (LON: BOO).

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Investing Articles

Two 5% dividend stocks you may not have spotted

| Edward Sheldon, CFA

Edward Sheldon looks at two small-caps that are paying shareholders bucket loads of cash.

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Investing Articles

Two hot growth stocks to watch closely in 2018

| Edward Sheldon, CFA

Edward Sheldon profiles two hot growth stocks that you should add to your watchlist right now.

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Investing Articles

2 growth stocks you’ll wish you’d bought 10 years from now

| Edward Sheldon, CFA

Edward Sheldon looks at two very exciting small-cap stocks that offer incredible long-term potential.

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Investing Articles

Want £1,000 for free? You’ll have to act quickly

| Edward Sheldon, CFA

Edward Sheldon looks at the government bonus on offer from the lifetime ISA.

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Investing Articles

3 ideas for your first £1,000 ISA investment

| Edward Sheldon, CFA

Opening your first ISA and don't know where to invest? Take a look at a few options.

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Investing Articles

Want financial freedom? Ditch your cash ISA now

| Edward Sheldon, CFA

Edward Sheldon explains that as a long-term investment vehicle, cash ISAs are not a good choice.

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Investing Articles

2 FTSE 100 dividend stocks that should pay you for the rest of your life

| Edward Sheldon, CFA

To invest well, buy quality stocks, reinvest the dividends and hold for the long term. Here are two FTSE 100…

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Investing Articles

Is Legal & General Group plc the perfect dividend stock after today’s results?

| Edward Sheldon, CFA

Edward Sheldon explains why Legal & General Group plc (LON: LGEN), with its 5.9% yield, is one the best dividend…

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Investing Articles

Is NMC Health plc the best healthcare stock in the Footsie?

| Edward Sheldon, CFA

The FTSE 100 index (INDEXFTSE: UKX) currently has six healthcare stocks. NMC Health plc (LON: NMC) has been the best…

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Investing Articles

Is Ashtead Group plc the FTSE 100’s best kept secret?

| Edward Sheldon, CFA

FTSE 100 (INDEXFTSE: UKX) firm Ashtead Group plc (LON: AHT) has delivered capital growth of 2,700% in the last decade.…

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Investing Articles

Two FTSE 250 dividend stocks to consider in March

| Edward Sheldon, CFA

The FTSE 250 index (INDEXFTSE: MCX) is home to many dividend stocks. Take a look at two that seem attractively…

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