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Edward Sheldon, CFA

Based in London, Edward is a CFA-qualified investment analyst/writer who has clients all over the world. Before launching his own investment writing business in 2017, he spent 15 years working in private wealth management and institutional asset management. Edward takes an active approach to investing, managing his own individual stock portfolio. He likes to invest in high-quality companies that are poised to benefit from powerful long-term trends, and capable of generating market-beating returns. You can find more of his views, along with his portfolio holdings, at topshelfinvestments.substack.com

Recent Articles

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

Larry Fink: investors should have 80% of their money in the stock market and hard assets

| Edward Sheldon, CFA

Larry Fink, the CEO of BlackRock, believes that investing in the stock market is the key to not running out…

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Electric cars charging at a charging station
Dividend Shares

Should I buy Glencore shares after a 14% fall?

| Edward Sheldon, CFA

Glencore shares have fallen this year and currently look quite cheap. Are they worth buying? Edward Sheldon provides his take.

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

Index funds vs ETFs: what’s the best choice for my Stocks and Shares ISA?

| Edward Sheldon, CFA

Tracker funds can be a good choice for a Stocks and Shares ISA as they offer diversification at a low…

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Young female couple boarding their plane at the airport to go on holiday.
Market Movers

Should I buy easyJet shares after record Q4 profits?

| Edward Sheldon, CFA

easyJet shares are still trading way below their highs, despite the fact that profits are soaring. Are they worth buying?…

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A Black father and daughter having breakfast at hotel restaurant
Growth Shares

Should I rush to buy Ocado shares after a 25% fall?

| Edward Sheldon, CFA

Ocado shares have tanked over the last month. Is now a great time to invest in the online supermarket and…

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Concept of two young professional men looking at a screen in a technological data centre
Growth Shares

Nvidia vs Tesla: what’s the best growth stock for my ISA?

| Edward Sheldon, CFA

Nvidia and Tesla have huge investment potential. But Edward Sheldon believes one growth stock is a better buy than the…

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Close-up of British bank notes
Investing For Beginners

The average ISA is worth £33k. Here’s how I’d aim for triple that amount

| Edward Sheldon, CFA

With the right type of ISA, a regular savings plan, and a solid investment strategy, it’s possible to build a…

Read more »

Google office headquarters
Growth Shares

Alphabet stock is near 52-week highs. But it still looks cheap

| Edward Sheldon, CFA

This year, Alphabet stock has climbed from $89 to around $140. But it still offers value even after this jump,…

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

£20k in a Stocks and Shares ISA? Here’s how I’d aim to turn it into £100k

| Edward Sheldon, CFA

With a regular savings plan and a solid investment strategy, turning £20k in a Stocks And Shares ISA into £100k…

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Passive income text with pin graph chart on business table
Dividend Shares

2 top UK dividend stocks to consider buying in October

| Edward Sheldon, CFA

These FTSE 100 dividend stocks have relatively low valuations and sport attractive yields. Edward Sheldon believes they're worth a closer…

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Chalkboard representation of risk versus reward on a pair of scales
Value Shares

UK stocks near 52-week lows: 2 I’d buy and one I’d avoid

| Edward Sheldon, CFA

Edward Sheldon has been scanning the market for stocks trading near their 52-week lows and he's identified a couple of…

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Young Caucasian man making doubtful face at camera
Small-Cap Shares

Hargreaves Lansdown’s investors have been piling into this 55p penny stock. Should I buy too?

| Edward Sheldon, CFA

This penny stock tanked last week and Hargreaves Lansdown’s investors capitalised on the share price weakness, buying it for their…

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Businessman use electronic pen writing rising colorful graph from 2023 to 2024 year of business planning and stock investment growth concept.
Investing Articles

I’ve been buying these UK shares for 2024

| Edward Sheldon, CFA

Edward Sheldon believes these UK shares are likely to do well in 2024, so he's been buying them for his…

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

Small SIPP at 55? I’d make these moves to boost my retirement savings

| Edward Sheldon, CFA

With a regular savings plan and a proper investment strategy, it’s possible to build up a significant amount of money…

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

I’m gearing up for an end-of-year 2023 stock market rally

| Edward Sheldon, CFA

There's a lot of economic uncertainty right now. However, Edward Sheldon believes the stock market might actually stage a rally…

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Young Asian woman with head in hands at her desk
Dividend Shares

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

| Edward Sheldon, CFA

The National Grid share price has fallen nearly 20% since mid-May. Ed Sheldon looks at what’s driving the weakness and…

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Close-up of British bank notes
Dividend Shares

Are Phoenix Group shares worth buying for the 11.6% dividend yield?

| Edward Sheldon, CFA

Phoenix Group shares currently offer one of the highest dividend yields in the FTSE 100 index. Are they worth buying…

Read more »

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

Should I buy Tesco shares after super H1 results?

| Edward Sheldon, CFA

There’s a lot to like about Tesco shares right now, says Edward Sheldon. But there are a few risks for…

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Arrow symbol glowing amid black arrow symbols on black background.
Small-Cap Shares

3 high-risk, high-reward stocks I’ve bought for my ISA

| Edward Sheldon, CFA

Edward Sheldon has bought these exciting UK and US growth stocks for his ISA in an effort to generate explosive…

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Concept of two young professional men looking at a screen in a technological data centre
Small-Cap Shares

XP Power shares just fell 51%. Should I buy?

| Edward Sheldon, CFA

XP Power shares just fell back to levels they were trading at a decade ago. Is this a great opportunity…

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Two white male workmen working on site at an oil rig
Dividend Shares

Should I buy Shell shares as oil prices surge?

| Edward Sheldon, CFA

With oil trading above $90 per barrel, Shell shares are on the rise. Are they a good investment today? Edward…

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Investing Articles

Scancell shares are on fire! Should I buy?

| Edward Sheldon, CFA

Scancell shares produced massive gains for investors in September. Are they worth buying today? Edward Sheldon provides his take.

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

Why BP shares rose 9% in September

| Edward Sheldon, CFA

BP shares are in a strong upward trend right now and are delivering strong gains for investors. Here, Edward Sheldon…

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Young Asian woman with head in hands at her desk
Market Movers

Why Ocado, Smith & Nephew, and Diageo shares fell in September

| Edward Sheldon, CFA

Edward Sheldon highlights some of the FTSE 100’s biggest losers in September, including Diageo shares, and looks at what went…

Read more »

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

3 exceptional investment funds for a Stocks and Shares ISA

| Edward Sheldon, CFA

These three investment funds have magnificent performance track records and Edward Sheldon thinks they could be a good fit for…

Read more »

Older Man Reading From Tablet
Dividend Shares

3 fantastic dividend investments to consider for a SIPP

| Edward Sheldon, CFA

Looking to generate long-term income from dividends within a SIPP? Here are three great investment ideas to consider right now.

Read more »

Businessman use electronic pen writing rising colorful graph from 2023 to 2024 year of business planning and stock investment growth concept.
Dividend Shares

Here are the latest 2023/2024 dividend forecasts for Lloyds, Barclays, and HSBC

| Edward Sheldon, CFA

The most recent dividend forecasts for a trio of UK banks suggest there's some substantial income on offer from them…

Read more »

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

I just put £3k in my SIPP. Here’s where I’m going to invest it

| Edward Sheldon, CFA

Edward Sheldon is investing his SIPP in both growth funds and individual stocks in an effort to build up wealth…

Read more »

Smiling family of four enjoying breakfast at sunrise while camping
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…

Read more »

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…

Read more »

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.

Read more »

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…

Read more »

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…

Read more »

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…

Read more »

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.

Read more »

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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