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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

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Investing For Beginners

How I’m investing in my ISA and SIPP at 40+

| Edward Sheldon, CFA

Investing within a tax-efficient account such as an ISA aged 40+ is a savvy move. But what’s the best investment…

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British flag, Big Ben, Houses of Parliament and British flag composition
Market Movers

FirstGroup shares are hot in 2023. Should I buy some?

| Edward Sheldon, CFA

FirstGroup shares are in a strong uptrend at the moment thanks to strong results. Are they worth buying? Edward Sheldon…

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Investor looking at stock graph on a tablet with their finger hovering over the Buy button
Value Shares

3 reasons investors should consider buying Hargreaves Lansdown shares today

| Edward Sheldon, CFA

Edward Sheldon believes Hargreaves Lansdown shares are undervalued right now and have the potential to provide attractive gains from here…

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Middle-aged white man wearing glasses, staring into space over the top of his laptop in a coffee shop
Value Shares

Is Imperial Brands the best cheap stock on the FTSE 100?

| Edward Sheldon, CFA

This FTSE 100 stock has a price-to-earnings ratio of six and a dividend yield of 8.3%. Do these metrics make…

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The words "what's your plan for retirement" written on chalkboard on pavement somewhere in London
Retirement Articles

How to use a Stocks and Shares ISA to retire early

| Edward Sheldon, CFA

One of the most attractive features of the Stocks and Shares ISA is that money can be accessed at any…

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Young mixed-race woman jumping for joy in a park with confetti falling around her
Growth Shares

Investing for the next 10 years? Here are 3 top growth stocks with bags of potential

| Edward Sheldon, CFA

Edward Sheldon believes that over the next decade, these three growth stocks could produce enormous returns for long-term investors.

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Portrait of elderly man wearing white denim shirt and glasses looking up with hand on chin. Thoughtful senior entrepreneur, studio shot against grey background.
Investing For Beginners

Contributing to a SIPP? Here are 3 top investments to consider

| Edward Sheldon, CFA

Edward Sheldon highlights three investment ideas for a SIPP, including a fund, an investment trust, and a stock with bags…

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Mature people enjoying time together during road trip
Investing For Beginners

The secret to building a £100k ISA

| Edward Sheldon, CFA

Building up a £100k ISA can take time and effort. But with the right approach, it's definitely possible, says Edward…

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Group of young friends toasting each other with beers in a pub
Market Movers

The Whitbread share price is on fire in 2023! Should I buy some stock for my ISA?

| Edward Sheldon, CFA

The Whitbread share price is enjoying a strong uptrend right now. Here, Edward Sheldon looks at whether the hotel stock…

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Fans of Warren Buffett taking his photo
Growth Shares

I just bought £2.2k worth of this Warren Buffett-owned tech stock for my ISA

| Edward Sheldon, CFA

Edward Sheldon just snapped up some shares in an up-and-coming cloud computing company that legendary investor Warren Buffett has also…

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Arrow symbol glowing amid black arrow symbols on black background.
Investing Articles

Should I buy ARM Holdings shares after the IPO?

| Edward Sheldon, CFA

Edward Sheldon looks at whether ARM Holdings shares are a good investment after the semiconductor company’s blockbuster IPO this week.

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Man writing 'now' having crossed out 'later', 'tomorrow' and 'next week'
Growth Shares

3 shares to look at now before the stock market takes off again

| Edward Sheldon, CFA

Many analysts believe that the stock market is likely to move higher in Q4. Here are three shares that I…

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Dividend Shares

Building a retirement portfolio? 4,545 Legal & General shares could deliver income of £970 a year

| Edward Sheldon, CFA

Legal & General shares sport a huge dividend yield at the moment. So they could be a cash cow for…

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Portrait of elderly man wearing white denim shirt and glasses looking up with hand on chin. Thoughtful senior entrepreneur, studio shot against grey background.
Investing For Beginners

Are Stocks and Shares ISAs a good investment in 2023?

| Edward Sheldon, CFA

Edward Sheldon explains how Stocks and Shares ISAs work and looks at some of the investment options available within these…

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The words "what's your plan for retirement" written on chalkboard on pavement somewhere in London
Dividend Shares

10 years away from retirement? Here are 3 top dividend stocks to consider today

| Edward Sheldon, CFA

Edward Sheldon believes these three dividend stocks are well suited to those looking to build wealth in the lead up…

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artificial intelligence investing algorithms
Growth Shares

Nvidia stock isn’t the only way for UK investors to capitalise on the AI boom

| Edward Sheldon, CFA

Nvidia stock has surged due to the global interest in artificial intelligence. Here, Edward Sheldon highlights three other shares that…

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Aerial shot showing an aircraft shadow flying over an idyllic beach
Dividend Shares

I just bought this FTSE 100 stock and plan to hold for the next 10 years

| Edward Sheldon, CFA

Edward Sheldon believes this FTSE 100 dividend stock has all the right ingredients to be a great long-term investment. So…

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Smiling young man sitting in cafe and checking messages, with his laptop in front of him.
Investing Articles

£10k in an ISA? Here’s how I’d aim to turn it into £100k

| Edward Sheldon, CFA

With a regular savings plan, a sound investment strategy, and a long-term mindset, it’s possible to build up a huge…

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Happy parents playing with little kids riding in box
Investing Articles

Should I overpay my mortgage or invest in 2023?

| Edward Sheldon, CFA

Overpaying a mortgage can be a sensible move. But investing the money in the stock market instead can sometimes provide…

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artificial intelligence investing algorithms
Investing Articles

3 top investment funds for the artificial intelligence (AI) revolution

| Edward Sheldon, CFA

AI looks set to have a huge impact on the world over the next decade. Here are three investment funds…

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Investor looking at stock graph on a tablet with their finger hovering over the Buy button
Small-Cap Shares

Should I buy high-flying penny stocks Costain and DX Group?

| Edward Sheldon, CFA

Edward Sheldon takes a look at two penny stocks that are having a great run in 2023. Could they be…

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Petrochemical engineer working at night with digital tablet inside oil and gas refinery plant
Dividend Shares

BP shares look cheap. Should I buy them today?

| Edward Sheldon, CFA

BP shares currently sport a low valuation and offer an attractive dividend yield. Are they worth Edward Sheldon buying though?

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Investor looking at stock graph on a tablet with their finger hovering over the Buy button
Market Movers

Are Rolls-Royce shares the best buy on the FTSE 100 right now?

| Edward Sheldon, CFA

Rolls-Royce shares are rising strongly right now and investors are profiting. Could they be the best buy in the FTSE…

Read more »

Middle-aged white man wearing glasses, staring into space over the top of his laptop in a coffee shop
Dividend Shares

What’s going on with the Diageo share price in 2023?

| Edward Sheldon, CFA

The Diageo share price has fallen more than 10% this year. So, what has driven this fall? And can the…

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Smart young brown businesswoman working from home on a laptop
Investing Articles

£10k to invest? This 3-stock portfolio could generate over £700 passive income per year

| Edward Sheldon, CFA

Edward Sheldon explains how a £10k investment in UK shares could potentially generate a significant amount of passive income every…

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Smiling white woman holding iPhone with Airpods in ear
Investing Articles

Building the ultimate beginner investment portfolio with £10k (and 7 top stocks and funds)

| Edward Sheldon, CFA

If Edward Sheldon was building a beginner investment portfolio today, he’d spread his capital over a range of funds and…

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Front view photo of a woman using digital tablet in London
Investing Articles

3 top stock market strategies for female investors to consider

| Edward Sheldon, CFA

Across the world today, female investors are turning to the stock market in order to build wealth and achieve financial…

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British flag, Big Ben, Houses of Parliament and British flag composition
Growth Shares

3 FTSE 100 ‘super stocks’ that investors can’t afford to ignore

| Edward Sheldon, CFA

Over the long run, these three FTSE 100 companies have made investors a lot of money thanks to their high…

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Middle-aged white man wearing glasses, staring into space over the top of his laptop in a coffee shop
Value Shares

Could one of these beaten-up FTSE shares be the next Rolls-Royce?

| Edward Sheldon, CFA

Edward Sheldon highlights three FTSE shares that have fallen significantly in recent years. Could they produce big returns from here?

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Investing Articles

Watches of Switzerland shares just fell 21%. Should investors buy the dip?

| Edward Sheldon, CFA

Watches of Switzerland shares just tanked after news that Rolex is buying Bucherer. Is this a good buying opportunity?

Read more »

Newspaper and direction sign with investment options
Investing Articles

3 magnificent funds for an ISA that aren’t Fundsmith or Lindsell Train

| Edward Sheldon, CFA

Edward Sheldon highlights three top-performing global investment funds that could help ISA investors diversify their portfolios.

Read more »

The words "what's your plan for retirement" written on chalkboard on pavement somewhere in London
Investing Articles

Here’s how much the average ISA is worth

| Edward Sheldon, CFA

Britons have a lot of money invested in ISAs. And the latest data from the UK government shows the average…

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Close-up of British bank notes
Investing Articles

How to build a 5-stock passive income portfolio that yields over 6%

| Edward Sheldon, CFA

Investing in dividend stocks is a great way to generate passive income. And with the right mix of shares, returns…

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Mature people enjoying time together during road trip
Investing Articles

Building a £10k second income in an ISA

| Edward Sheldon, CFA

Investing in dividend stocks is a straightforward way of creating a second income. Here, Ed Sheldon looks at how it…

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Young black woman walking in Central London for shopping
Investing Articles

Building a £100k ISA from scratch

| Edward Sheldon, CFA

Edward Sheldon shows how it’s possible to build up a six-figure ISA in less than 10 years by saving regularly…

Read more »

Young Asian woman with head in hands at her desk
Investing Articles

Could RC365 shares be a ‘pump and dump’?

| Edward Sheldon, CFA

RC365 shares shot up spectacularly earlier in the year but are now falling hard. Could the stock have been a…

Read more »

Happy parents playing with little kids riding in box
Dividend Shares

Near 52-week lows, are Persimmon shares a good buy for income and growth?

| Edward Sheldon, CFA

Persimmon shares have been hammered over the last year. Could they provide attractive returns for long-term investors from here?

Read more »

Young female hand showing five fingers.
Dividend Shares

Here are 5 LSE dividend stocks with yields over 8%

| Edward Sheldon, CFA

A lot of dividend stocks on the London Stock Exchange offer attractive payouts right now. These five sport yields between…

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New year '2023' numbers on stacked wooden cubes
Investing Articles

The FTSE 100 index could hit 8,000 again in 2023

| Edward Sheldon, CFA

The FTSE 100 has struggled in 2023. However, Edward Sheldon believes the index is still capable of generating solid returns…

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Electric cars charging in station
Investing Articles

This LSE stock could rise 55%, according to City analysts

| Edward Sheldon, CFA

Edward Sheldon highlights an under-the-radar LSE share that could be set to provide investors with big returns... if City analysts…

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