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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

Close-up of British bank notes
Investing Articles

With £20k in savings, should I go for passive income or growth?

| Edward Sheldon, CFA

Edward Sheldon has savings to invest right now. Should he aim to build long-term wealth with a growth strategy or…

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BUY AND HOLD spelled in letters on top of a pile of books. Alongside is a piggy bank in glasses. Buy and hold is a popular long term stock and shares strategy.
Investing Articles

The top-10 holdings in my Stocks and Shares ISA and SIPP as we start Q3 2023

| Edward Sheldon, CFA

Edward Sheldon is employing a growth investing strategy within his Stocks and Shares ISA and SIPP. Here are his top…

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Warren Buffett at a Berkshire Hathaway AGM
Investing Articles

This 1 tip from Warren Buffett could be a game-changer for investors

| Edward Sheldon, CFA

By following this tip from the legendary Warren Buffett, investors could dramatically improve their returns, Edward Sheldon believes.

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Young black colleagues high-fiving each other at work
Investing Articles

£50k in savings? Here’s how I’d aim to turn it into £20k of passive income per year

| Edward Sheldon, CFA

£50,000 in savings can be deployed in many ways. Here, Edward Sheldon looks at how it could be used to…

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

The FTSE 100 has stalled. Here are 3 things British investors can do now

| Edward Sheldon, CFA

Edward Sheldon highlights three strategies that could help UK investors boost their returns as the FTSE 100 index struggles for…

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Middle-aged white male courier delivering boxes to young black lady
Investing Articles

ASOS shares are back near £4. Is this an incredible investment opportunity?

| Edward Sheldon, CFA

In a little over two years, ASOS shares have fallen from above £55 to near £4. Is now the time…

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Mature friends at a dinner party
Investing Articles

No pension at 50? Here’s how I’d aim to build a £500k retirement pot

| Edward Sheldon, CFA

Edward Sheldon explains what he'd do to target a sizeable pension pot if he'd left it quite late to start.…

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Playful senior couple in aprons dancing and smiling while preparing healthy dinner at home
Investing Articles

£20k in savings? Here’s how I’d aim to turn it into £100k

| Edward Sheldon, CFA

Edward Sheldon explains how he’d aim to turn a savings pot lump sum into a much larger amount by investing…

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Silhouette of a bull standing on top of a landscape with the sun setting behind it
Investing Articles

Stocks are back in bull market territory. Here are 3 to consider buying now

| Edward Sheldon, CFA

After weakness last year, some of the world’s biggest equity markets are back in a ‘bull market’. Here are three…

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Risk reward ratio / risk management concept
Investing Articles

Diageo shares are near 52-week lows and I’m buying

| Edward Sheldon, CFA

Right now, Diageo shares are well off their highs. Edward Sheldon's taking advantage of the share price weakness and buying…

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

3 big mistakes Stocks and Shares ISA investors make

| Edward Sheldon, CFA

By avoiding these three simple mistakes, investors can potentially generate higher long-term returns in their Stocks and Shares ISAs.

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artificial intelligence investing algorithms
Investing Articles

2 FTSE 100 companies that are already using AI

| Edward Sheldon, CFA

Artificial intelligence (AI) has huge potential. Here are two FTSE 100 companies harnessing the technology to their advantage.

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Young female business analyst looking at a graph chart while working from home
Investing Articles

Why I’m not waiting for a stock market crash to buy shares for my ISA

| Edward Sheldon, CFA

There are many bearish investors today who are waiting for a stock market crash. Edward Sheldon isn’t one of them.…

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Young black colleagues high-fiving each other at work
Investing Articles

£50k in savings? Here’s how I’d aim to turn it into £250k

| Edward Sheldon, CFA

Edward Sheldon explains how he’d aim to turn £50k savings into a much larger sum by investing the money in…

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Mature people enjoying time together during road trip
Investing Articles

Buy to let? I’d rather aim for a £1m pension

| Edward Sheldon, CFA

With amazing tax benefits and access to a broad range of growth assets, investing within a pension is an easier…

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A mixed ethnicity couple shopping for food in a supermarket
Investing Articles

Should investors buy M&S shares now that dividends look set to return?

| Edward Sheldon, CFA

M&S shares are rising due to the company’s turnaround plan working. So is it time to buy them right now?…

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Passive income text with pin graph chart on business table
Investing Articles

3 smart investment ideas for passive income

| Edward Sheldon, CFA

Building passive income has never been easier. Here, Edward Sheldon highlights three straightforward approaches to generating it via the stock…

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Investing Articles

Should investors buy Imperial Brands shares for the 8.4% dividend yield?

| Edward Sheldon, CFA

Imperial Brands shares are near 52-week lows and currently sport a huge dividend yield. Are they worth buying? Edward Sheldon…

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Mature people enjoying time together during road trip
Investing Articles

2 of the best dividend stocks for investors to buy in June

| Edward Sheldon, CFA

Dividend stocks are very popular in the UK. Here, Edward Sheldon highlights two that he believes could be good investments…

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artificial intelligence investing algorithms
Investing Articles

Scottish Mortgage Investment Trust: 3 things investors should know right now

| Edward Sheldon, CFA

Edward Sheldon has been analysing Scottish Mortgage Investment Trust’s holdings. Here, he provides three insights from his research.

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

What on earth has happened to the Keywords Studios share price?

| Edward Sheldon, CFA

Keyword’s Studios’ share price has fallen more than 30% in the blink of an eye. Edward Sheldon looks at what’s…

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Young Black man sat in front of laptop while wearing headphones
Investing Articles

4 shares I’ve been buying for my ISA

| Edward Sheldon, CFA

They say investors should ‘sell in May and go away’. Edward Sheldon did the opposite and bought four shares for…

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

1 of the best AIM shares for investors to buy in 2023

| Edward Sheldon, CFA

Edward Sheldon highlights one of his favourite AIM shares today. This company has strong growth, robust financials, and a rising…

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British flag, Big Ben, Houses of Parliament and British flag composition
Investing Articles

Vodafone, British American Tobacco & Diageo: 3 FTSE 100 shares near 52-week lows

| Edward Sheldon, CFA

These 'blue-chip' FTSE 100 companies are trading near their lows of the last 12 months at the moment. Are they…

Read more »

Young Asian woman holding a cup of takeaway coffee and folders containing paperwork, on her way into the office
Investing Articles

Investing in these 3 super REITs could generate a second income

| Edward Sheldon, CFA

Edward Sheldon highlights three REITs that have the potential to provide the winning combination of income and growth in the…

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Investing Articles

3 smart investment ideas for £100k

| Edward Sheldon, CFA

With £100k to invest, investors have plenty of options today. Here, Edward Sheldon highlights three ideas for this kind of…

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Smiling family of four enjoying breakfast at sunrise while camping
Investing Articles

How I’d aim to build a £750k pension pot, starting at age 45

| Edward Sheldon, CFA

Edward Sheldon calculates that if he saved £1,000 a month into a pension starting at the age of 45, he…

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Young female hand showing five fingers.
Investing Articles

5 super investment funds for an ISA

| Edward Sheldon, CFA

Edward Sheldon highlights five investment funds with excellent long-term performances. He sees them as great choices for an ISA.

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Concept of two young professional men looking at a screen in a technological data centre
Investing Articles

Scottish Mortgage owner Baillie Gifford just bought 8.7m shares of this growth stock

| Edward Sheldon, CFA

Regulatory filings show that investment firm Baillie Gifford, which runs the Scottish Mortgage Investment Trust, just made a huge bet…

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

This FTSE 100 stock is rising. Investors should consider buying now before it gets away

| Edward Sheldon, CFA

This FTSE 100 stock is rising as the market falls. Ed Sheldon expects it to continue, but says investors may…

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Girl buying groceries in the supermarket with her father.
Investing Articles

4 reasons I’d buy Tesco stock over Sainsbury’s shares

| Edward Sheldon, CFA

Edward Sheldon has been analysing both Tesco and Sainsbury’s shares. If he had to choose one stock to buy, he’d…

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Smiling family of four enjoying breakfast at sunrise while camping
Investing Articles

Forget easyJet shares! I’m buying this travel stock instead

| Edward Sheldon, CFA

While UK investors continue to pile into easyJet shares, Edward Sheldon's prefers another travel stock for his investment portfolio.

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

As the world fixates on AI stocks, it’s a good time to buy these ‘boring’ dividend shares

| Edward Sheldon, CFA

Many investors today are focusing on tech stocks and ignoring dividend shares. Ed Sheldon thinks this could be a good…

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

How I’d aim to build a £300k pension pot, starting at age 55

| Edward Sheldon, CFA

It’s never too late to start saving for retirement. Here, Edward Sheldon explains how he'd aim to build a sizeable…

Read more »

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

Nvidia stock just jumped 24%. But it’s cheaper than it was last week

| Edward Sheldon, CFA

Nvidia stock just spiked. But thanks to earnings forecast revisions, the valuation is now lower than it was before that…

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Playful senior couple in aprons dancing and smiling while preparing healthy dinner at home
Investing Articles

2 great value stocks for passive income

| Edward Sheldon, CFA

These two value stocks offer yields in excess of 4% right now. So they could provide investors with substantial passive…

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Aerial shot showing an aircraft shadow flying over an idyllic beach
Investing Articles

Can Rolls-Royce shares continue to trounce the FTSE 100?

| Edward Sheldon, CFA

Rolls-Royce shares have outperformed the FTSE 100 by a wide margin this year. Will this trend continue? Or is it…

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Warren Buffett at a Berkshire Hathaway AGM
Investing Articles

Warren Buffett isn’t the only famous investor to make big moves in the stock market recently

| Edward Sheldon, CFA

Warren Buffett has made some interesting trades this year. But so have other big-name investors such as Bill Ackman and…

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Group of young friends toasting each other with beers in a pub
Investing Articles

If I invest £5k in Lloyds and Tesco shares, how much passive income will I receive?

| Edward Sheldon, CFA

Investing in dividend shares is one of the easiest ways to generate passive income. Here’s how much an investment in…

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Man writing 'now' having crossed out 'later', 'tomorrow' and 'next week'
Investing Articles

2 stocks to buy today… before it’s too late

| Edward Sheldon, CFA

Ed Sheldon highlights two stocks to buy right now. Both offer value, but with the shares climbing there may not…

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