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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

Why I just sold my holding in Neil Woodford’s Equity Income Fund

| Edward Sheldon, CFA

Edward Sheldon reveals why he just ditched one of the most popular funds in the UK for another equity income…

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Investing Articles

Why now is a great time to be a FTSE 100 dividend investor

| Edward Sheldon, CFA

UK dividend investors are a lucky bunch - the FTSE 100 index (INDEXFTSE: UKX) is home to a large number…

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Investing Articles

Is it time to buy Tesco plc shares after this news?

| Edward Sheldon, CFA

Tesco plc (LON: TSCO) has a 'secret plan' to recapture market share. Does this change the investment case?

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Investing Articles

Is now the right time to invest your first £1,000?

| Edward Sheldon, CFA

If you've been thinking about investing your first £1,000 there's great news. That £1,000 now buys you more for your…

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Investing Articles

2 Neil Woodford dividend stocks I’d buy right now

| Edward Sheldon, CFA

If you're looking for dividend-growth stocks, check out these Neil Woodford-owned companies.

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Investing Articles

Interested in a 6% dividend yield? Take a look at this FTSE 100 winner

| Edward Sheldon, CFA

Edward Sheldon identifies a FTSE 100 (INDEXFTSE: UKX) stock yielding over 6% that he rates as a 'buy.'

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Investing Articles

Are GlaxoSmithKline plc shares a bargain after FY2017 results?

| Edward Sheldon, CFA

GlaxoSmithKline plc (LON: GSK) currently yields 6.1% and trades on a P/E of 11.8. Does that make the shares a…

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Investing Articles

Is this the best dividend stock outside the FTSE 100?

| Edward Sheldon, CFA

The FTSE 100 (INDEXFTSE: UKX) is known for its big dividends. But have you checked out these FTSE 250 (INDEXFTSE:…

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Investing Articles

Should you buy Rio Tinto plc for its 5.4% dividend after final results?

| Edward Sheldon, CFA

Rio Tinto plc (LON: RIO) just announced a record dividend payment. Does that make the stock a 'buy' for income…

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Investing Articles

What to do when the FTSE 100 is plummeting

| Edward Sheldon, CFA

The FTSE 100 (INDEXFTSE: UKX) index has fallen 8% in just weeks. Here's what to do.

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Investing Articles

One hot growth stock I’d buy over Fevertree Drinks plc

| Edward Sheldon, CFA

Fevertree Drinks plc (LON: FEVR) currently trades on a P/E of 55. Edward Sheldon identifies a stock that he believes…

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Investing Articles

Should you buy BP for its dividend after full-year results?

| Edward Sheldon, CFA

BP plc (LON: BP) announced FY2017 results today. Is the stock a 'buy' for its 6% yield?

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Investing Articles

Why Hargreaves Lansdown plc is a favourite of Britain’s Warren Buffett

| Edward Sheldon, CFA

Hargreaves Lansdown plc (LON: HL) is currently the fourth largest holding in Nick Train's UK equity fund. Does that make…

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Investing Articles

The UK now has 3.6m ‘millionaire’ households. Here’s how to join the club

| Edward Sheldon, CFA

Thanks to rising property prices and pension values, there are now 30% more millionaires in the UK. Not there yet?…

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Investing Articles

Is Royal Dutch Shell plc’s dividend safe for 2018?

| Edward Sheldon, CFA

Royal Dutch Shell plc (LON: RDSB) is paying its shareholders $1.88 per share for FY2017. Will it do the same…

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Investing Articles

3 reasons I’d buy Unilever plc shares today

| Edward Sheldon, CFA

Unilever plc (LON: ULVR) shares don't trade cheaply. However, Edward Sheldon believes they are worth a look at the current…

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Investing Articles

Interested in a second income stream? Here’s how to build one

| Edward Sheldon, CFA

Interested in getting paid to lie on a beach? Here's an easy way to build a second income stream.

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Investing Articles

Is this turbo-charged small cap a better investment than IQE plc?

| Edward Sheldon, CFA

IQE plc (LON: IQE) shares have risen around 200% over the last year. Yet there's one key reason why you…

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Investing Articles

You’ll never guess which funds are the most popular right now

| Edward Sheldon, CFA

Interested in mutual funds? These are the five most popular options right now.

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Investing Articles

AstraZeneca plc isn’t the only way to play the world’s ageing population

| Edward Sheldon, CFA

AstraZeneca plc (LON: AZN) may have long-term potential, but could this 'niche' healthcare stock be a better way to play…

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Investing Articles

Neil Woodford’s recent performance highlights the importance of diversification

| Edward Sheldon, CFA

Neil Woodford's flagship fund returned just 0.8% last year. Investors would have been better off holding cash. For this reason,…

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Investing Articles

Investing your first £1,000? Here are two investment trusts to consider

| Edward Sheldon, CFA

Looking to start an investment portfolio in 2018? Take a look at these two conservative investment trusts.

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Investing Articles

Is Neil Woodford’s 7.3%-yielding dividend stock Saga plc a ‘buy’?

| Edward Sheldon, CFA

Saga plc (LON: SAGA) shares recently fell 30% on a profit warning. Are they now a 'buy' for the dividend?

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Investing Articles

St. James’s Place plc: a FTSE 100 stock for growth and dividend investors

| Edward Sheldon, CFA

St. James's Place plc (LON: STJ) has lifted its dividend by 300% over the last five years. There's more growth…

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Investing Articles

Amazon and Facebook aren’t the only tech stocks soaring right now

| Edward Sheldon, CFA

Edward Sheldon looks at two small-cap tech stocks that are outpacing the tech giants for growth.

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Investing Articles

Is Imperial Brands plc the best dividend stock in the Footsie right now?

| Edward Sheldon, CFA

Imperial Brands plc (LON: IMB) currently has a yield of 6.2%. That's too big to ignore, says Edward Sheldon.

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Investing Articles

Is HSBC Holdings plc a better dividend stock than SSE plc?

| Edward Sheldon, CFA

SSE plc (LON: SSE) currently has a yield of 7%. HSBC Holdings plc's (LON: HSBA) yield is 4.7%. Does that…

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Investing Articles

2 ETFs I’d buy with my first £1,000

| Edward Sheldon, CFA

ETFs are a cost-effective way to get exposure to the stock market. Here's a look at two ETFs suited to…

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Investing Articles

How to make large gains from smaller companies with way less risk

| Edward Sheldon, CFA

It's no secret that small-cap shares are volatile. They can drop 30% in the blink of an eye. Here's a…

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Investing Articles

2 small-cap stocks poised for strong growth in 2018

| Edward Sheldon, CFA

Edward Sheldon looks at two under-the-radar stocks that have strong momentum at present.

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Investing Articles

Alert: this micro-cap stock has massive growth potential

| Edward Sheldon, CFA

Micro-cap stocks can deliver big gains over the long term. Here are two you should check out, according to Edward…

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Investing Articles

2 growth stocks I’d buy before it’s too late

| Edward Sheldon, CFA

Edward Sheldon looks at two smaller companies that have compelling growth prospects.

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Investing Articles

How I’d invest £1,000 right now

| Edward Sheldon, CFA

Edward Sheldon explains exactly what he would do with £1,000 if he was starting his investment portfolio today.

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Investing Articles

Is Diageo plc still a buy after surging over 20% in 2017?

| Edward Sheldon, CFA

Diageo plc (LON:DGE) is one of the most popular stocks on the planet. But it is a 'buy' right now?

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Investing Articles

Warning: hedge funds want to see this stock fall

| Edward Sheldon, CFA

Edward Sheldon reveals which well-known company is the second most shorted stock in the UK right now.

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Investing Articles

Beware: Premier Oil plc is on the ‘most dangerous’ list

| Edward Sheldon, CFA

Shares in Premier Oil plc (LON: PMO) have doubled in price over the last six months. Edward Sheldon explains why…

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Investing Articles

How to invest if you only have £1,000

| Edward Sheldon, CFA

Starting out with just £1,000? Don't worry - there are plenty of investment options for novice investors with limited capital.

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Investing Articles

4 things you can do in 2018 to retire earlier

| Edward Sheldon, CFA

Is the thought of returning to work for the year filling you with dread? Take these four steps now to…

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Investing Articles

Things I’ve learnt from my millionaire grandfather

| Edward Sheldon, CFA

Edward Sheldon reveals how his grandfather made millions from the stock market.

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Investing Articles

Is Barclays plc a good dividend stock for 2018?

| Edward Sheldon, CFA

Barclays plc (LON: BARC) slashed its dividend in 2016. Will the bank increase it in 2018 or are there better…

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