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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

Are these banks better long-term buys than Lloyds Banking Group plc?

| Edward Sheldon, CFA

Edward Sheldon looks at two smaller banks that could grow faster than Lloyds Banking Group plc (LON: LLOY) in the…

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Investing Articles

An important lesson from Carillion plc’s 70% share price drop

| Edward Sheldon, CFA

Carillion plc (LON: CLLN) shares have fallen 70% after a profit warning. Could investors have avoided burnt fingers by looking…

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Investing Articles

Many fund managers are doing this right now – should you follow?

| Edward Sheldon, CFA

Many city fund managers are making a strategic move within their portfolios right now. Should you take their lead?

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Investing Articles

Why Neil Woodford was right to sell British American Tobacco plc

| Edward Sheldon, CFA

Neil Woodford just made the bold move of selling British American Tobacco plc (LON:BATS). Was this the right thing to…

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Investing Articles

Could these two small-caps set you on the path to financial freedom?

| Edward Sheldon, CFA

Edward Sheldon looks at two under-the-radar small-cap opportunities. Is now the time to buy?

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Investing Articles

2 top Neil Woodford stocks I’d buy for retirement now

| Edward Sheldon, CFA

Edward Sheldon reveals two Neil Woodford holdings offering strong value right now.

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Investing Articles

Do these stocks offer the perfect mix of capital growth and dividends?

| Edward Sheldon, CFA

Capital growth and dividends - who wouldn't want that? Edward Sheldon looks at two stocks that could deliver both.

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Investing Articles

3 cheap investment trusts to help you achieve financial independence sooner

| Edward Sheldon, CFA

Are you serious about financial independence? Investment trusts could help you get there.

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Investing Articles

2 stocks that raised their dividends by over 10% last year

| Edward Sheldon, CFA

Edward Sheldon looks at two companies that have increased their dividend payouts significantly in recent years.

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Investing Articles

2 momentum growth stocks that could help you retire early

| Edward Sheldon, CFA

Edward Sheldon looks at two smaller firms that have seen their share prices rise by over 300% in the last…

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Investing Articles

Is this small-cap growth stock a bargain after today’s results?

| Edward Sheldon, CFA

This small-cap stock just saw its earnings rise nearly 70% on last year.

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Investing Articles

Is now the time to buy these falling knives?

| Edward Sheldon, CFA

Edward Sheldon looks at two stocks that have fallen significantly recently.

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Investing Articles

Two dividend growth stocks I’d buy today

| Edward Sheldon, CFA

Edward Sheldon looks at two attractively valued stocks that have lifted their dividend payouts significantly in recent years.

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Investing Articles

These 2 stocks just raised their dividends

| Edward Sheldon, CFA

Edward Sheldon looks at two stocks that have recently rewarded shareholders with an increased dividend payout.

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Investing Articles

Two growth stocks for ambitious investors

| Edward Sheldon, CFA

Edward Sheldon looks at two small-cap growth stocks flying under the radar.

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Investing Articles

Can you rely on the stock market to fund your retirement?

| Edward Sheldon, CFA

Financial experts often advise that shares should return 8% to 10% per year. But can you rely on this assumption…

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Investing Articles

Could these under-the-radar FTSE 250 companies help you retire early?

| Edward Sheldon, CFA

Edward Sheldon looks at two FTSE 250 (INDEXFTSE:MCX) mid-cap stocks that have strong long-term growth potential.

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Investing Articles

Is this stock a bargain buy after today’s results?

| Edward Sheldon, CFA

Edward Sheldon examines an under the radar small-cap stock that you've probably not even heard of.

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Investing Articles

Five reasons you need to buy more dividend stocks

| Edward Sheldon, CFA

Think dividend-paying stocks are only for retirees? Think again.

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Investing Articles

Two ‘contrarian’ 4.5% dividend stocks I’d buy in June

| Edward Sheldon, CFA

Edward Sheldon looks at two contrarian investment opportunities. Is now the time to buy these beaten-down stocks?

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Investing Articles

Two spectacular small-caps trading at bargain valuations

| Edward Sheldon, CFA

Edward Sheldon looks at two fast moving small-caps that could have further to climb.

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Investing Articles

Two Neil Woodford Income Focus holdings I’d buy in June

| Edward Sheldon, CFA

Edward Sheldon highlights two attractive holdings in Neil Woodford's new Income Focus Fund.

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Investing Articles

Should you follow Neil Woodford into these 2 under-the-radar mid-cap stocks?

| Edward Sheldon, CFA

Edward Sheldon looks at two stocks Neil Woodford recently purchased.

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Investing Articles

Two FTSE 250 stocks I’d buy with £1,000 right now

| Edward Sheldon, CFA

Edward Sheldon looks at two mid-cap stocks that he believes offer strong value at present.

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Investing Articles

Two momentum growth stocks that could help you retire early

| Edward Sheldon, CFA

Edward Sheldon profiles two stocks exhibiting strong upwards share price momentum at present.

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Investing Articles

These FTSE 100 income stocks could be retirement cash cows

| Edward Sheldon, CFA

Edward Sheldon looks at two FTSE 100 (INDEXFTSE:UKX) income champions that are set to pay out sizeable, growing dividends to…

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Investing Articles

2 small-cap stocks growing at ASOS-like speed

| Edward Sheldon, CFA

Edward Sheldon looks at two small-caps growing at a phenomenal pace and making their shareholders wealthy in the process.

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Investing Articles

Why there are no ‘perfect’ FTSE 100 dividend stocks I’d buy right now

| Edward Sheldon, CFA

Edward Sheldon explains why he's struggling to find attractive dividend opportunities in the FTSE 100 index (INDEXFTSE:UKX) at present.

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Investing Articles

Two high-flying growth stocks trading at bargain valuations

| Edward Sheldon, CFA

Edward Sheldon profiles two growth stocks that can be bought on P/E ratios of 10 or less.

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Investing Articles

Two high-growth stocks I’d buy in May

| Edward Sheldon, CFA

Edward Sheldon profiles two under-the-radar stocks that have potential for strong growth.

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Investing Articles

Two value stocks I’d buy in May

| Edward Sheldon, CFA

Edward Sheldon picks out two smaller companies that offer strong value at present.

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Investing Articles

Two stocks heading for ‘blue-sky’ territory

| Edward Sheldon, CFA

Edward Sheldon looks at two exciting smaller companies whose share prices are approaching blue-sky territory.

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Investing Articles

4 tips to avoid catastrophic small-cap losses

| Edward Sheldon, CFA

Edward Sheldon looks at how to protect yourself from devastating small-cap losses.

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Investing Articles

Why I won’t be adding Tesco plc to my personal portfolio

| Edward Sheldon, CFA

Tesco plc (LON: TSCO) shares are down 16% year-to-date. Does that make the stock a bargain?

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Investing Articles

Two small-caps that have outperformed Hurricane Energy plc this year

| Edward Sheldon, CFA

Hurricane Energy plc (LON: HUR) has been a decent performer this year, but these two stocks have done better.

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Investing Articles

Could these two small-caps help you to retire early?

| Edward Sheldon, CFA

Edward Sheldon profiles two exciting companies at the smaller end of the market.

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Investing Articles

Two small-cap dividend growth stocks I’m considering buying

| Edward Sheldon, CFA

Edward Sheldon profiles two smaller companies that pack a huge dividend punch for their size.

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Investing Articles

Are HSBC Holdings plc and Barclays plc good dividend stocks?

| Edward Sheldon, CFA

Edward Sheldon examines whether shares in HSBC Holdings plc (LON: HSBA) and Barclays plc (LON: BARC) should be bought for…

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Investing Articles

Three dividend heroes with 10 years of consecutive dividend growth

| Edward Sheldon, CFA

Edward Sheldon profiles three companies with amazing dividend growth track records.

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Investing Articles

Why it’s essential that you invest outside the FTSE 100

| Edward Sheldon, CFA

If you're relying on the FTSE 100 (INDEXFTSE:UKX) index to fund your retirement, you need to read this.

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