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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

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Investing Articles

Apple just announced a share buyback bigger than most FTSE companies

| Edward Sheldon, CFA

Apple has become so dominant and cash generative that its Q2 share buyback was larger than nearly every company in…

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Dividend Shares

Yielding 9.3%, are abrdn shares a good buy for passive income in 2024?

| Edward Sheldon, CFA

abrdn shares have fallen significantly and currently offer a gigantic dividend yield. Is this a great income investing opportunity?

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Investing For Beginners

I wish I’d known about this lucrative style of stock market investing 20 years ago

| Edward Sheldon, CFA

Research has shown that over the long term, this style of investing can generate returns in excess of those provided…

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Dividend Shares

Are Aviva shares one of the UK’s best investments today?

| Edward Sheldon, CFA

UK investors have been piling into Aviva shares recently. However, Edward Sheldon's wondering if he could get bigger returns elsewhere.

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Investing Articles

18% of my ISA and SIPP is invested in these 3 magnificent stocks

| Edward Sheldon, CFA

Edward Sheldon has invested a large chunk of his ISA and SIPP in these growth stocks as he’s very confident…

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Investing Articles

Betting on the future: 2 exciting growth stocks I’ve been buying for my portfolio

| Edward Sheldon, CFA

Edward Sheldon believes that these two growth stocks have the potential to generate huge returns for his portfolio over the…

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Dividend Shares

3 UK stocks with high dividend yields

| Edward Sheldon, CFA

Dividend stocks can be an excellent source of income. However, high yields aren't always sustainable so investors need to be…

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Investing Articles

I’m backing the Amazon share price to continue climbing in 2024

| Edward Sheldon, CFA

Edward Sheldon believes the Amazon share price will continue to rise as a key valuation metric suggests the stock's still…

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Investing Articles

3 heavily-shorted UK stocks that investors should consider avoiding

| Edward Sheldon, CFA

Sophisticated institutional investors are betting these UK stocks are going to fall. So Edward Sheldon believes it’s sensible to avoid…

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Value Shares

3 heavily discounted UK shares to consider buying in May

| Edward Sheldon, CFA

These three UK shares have been beaten-down and Edward Sheldon believes they trade at very attractive valuations as we enter…

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Growth Shares

These 2 FTSE 100 stocks have ‘transformative profit potential’, according to a top UK fund manager

| Edward Sheldon, CFA

Portfolio manager Nick Train believes these two FTSE 100 technology companies have the potential to get much bigger in the…

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Investing Articles

How do I build a million pound Stocks and Shares ISA?

| Edward Sheldon, CFA

With a regular savings plan, a decent investment strategy, and a long-term mindset, a £1m Stocks and Shares ISA may…

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Investing For Beginners

53% of British adults could be making a huge ISA mistake

| Edward Sheldon, CFA

A lot of Britons today are missing out on the opportunity to build tax–free wealth because they don’t have an…

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Small-Cap Shares

Here’s why AIM stock Filtronic is up 44% today

| Edward Sheldon, CFA

The share price of AIM stock Filtronic has surged on the back of some big news in relation to its…

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Investing Articles

These 7 UK shares turned £50k into £550k

| Edward Sheldon, CFA

Investing in individual UK shares can be a very lucrative strategy. Over the last two decades, these seven stocks have…

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Dividend Shares

Is Legal & General the best stock to buy in the FTSE right now?

| Edward Sheldon, CFA

UK investors have been piling into Legal & General in recent weeks. But are there better FTSE shares to buy…

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Investing Articles

Billionaire Bill Ackman has more than 10% of his FTSE 100-listed fund in this top growth stock

| Edward Sheldon, CFA

Bill Ackman’s FTSE 100-listed investment fund Pershing Square Holdings has delivered big returns recently. Here’s a look at one of…

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Growth Shares

Could dirt cheap Volex be one of the best UK stocks to buy today?

| Edward Sheldon, CFA

When looking for stocks to buy, it can pay to seek out long-term growth potential at a reasonable price. One…

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Growth Shares

This 55p UK stock could rise more than 300%, according to a City broker

| Edward Sheldon, CFA

This UK stock has fallen from above 800p to below 60p. But analysts at Citi believe it’s capable of a…

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Retirement Articles

If I was approaching retirement, I’d buy these 3 dividend stocks for passive income

| Edward Sheldon, CFA

Edward Sheldon highlights three UK dividend stocks he’d snap up if he was getting his investment portfolio ready for retirement.

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Investing Articles

Marks and Spencer shares could rise 29%, according to this broker

| Edward Sheldon, CFA

Marks and Spencer shares currently sport a P/E ratio of just 10, and one well-known City broker believes the company…

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Investing Articles

This FTSE 100 stock could be a major beneficiary of the AI boom

| Edward Sheldon, CFA

This FTSE 100 company is likely to play a major role in the development of semiconductor manufacturing facilities over the…

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Dividend Shares

£10k in an ISA? Here’s how to generate a ton of passive income

| Edward Sheldon, CFA

Passive income can provide a lot more financial freedom and security. Here’s an easy way to generate some within an…

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Investing Articles

Is it too late to buy high-flying BAE Systems shares?

| Edward Sheldon, CFA

BAE Systems shares have risen more than 25% since early December. Are they still an attractive investment? Edward Sheldon takes…

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

Why the BP share price is poised for further gains in 2024

| Edward Sheldon, CFA

This year, the BP share price has already risen about 12%. However, with oil prices up , there could be…

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Investing Articles

Could this new risk lead to a stock market crash in 2024?

| Edward Sheldon, CFA

Global stock markets have had a great run over the last six months. Could this new economic risk throw a…

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Investing Articles

Is hVIVO still a top UK stock for growth after today’s full-year results? 

| Edward Sheldon, CFA

This UK stock has risen roughly 370% over the last five years. But Edward Sheldon believes it has the potential…

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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.
Retirement Articles

How do I build a million-pound SIPP?

| Edward Sheldon, CFA

With a regular savings plan and a sound long-term investment strategy, literally anyone can build a £1m SIPP, says Edward…

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Investing Articles

Is Scottish Mortgage Investment Trust a good choice for my Stocks and Shares ISA in 2024?

| Edward Sheldon, CFA

Scottish Mortgage Investment Trust has a unique strategy. But is it still a good potential choice for long-term investor portfolios…

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Investing Articles

2 world-class UK stocks to consider for an ISA or SIPP this tax year

| Edward Sheldon, CFA

These UK stocks have delivered strong returns for investors over the long term. And Edward Sheldon believes they can keep…

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Investing Articles

Will NatWest shares be worth buying when the UK government offloads its stake this summer?

| Edward Sheldon, CFA

The UK government's planning to sell some of the NatWest shares it bought in the Global Financial Crisis. Will this…

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Hand is turning a dice and changes the direction of an arrow symbolizing that the value of an ETF (Exchange Traded Fund) is going up (or vice versa)
Investing Articles

Is a FTSE 100 tracker fund a good investment for an ISA this year?

| Edward Sheldon, CFA

FTSE 100 tracker funds have delivered underwhelming returns over the last decade. Is there a better option for long-term investors?

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Investing Articles

Tesla stock is nearing my 2024 share price target

| Edward Sheldon, CFA

Tesla stock's had a bad start to the year, falling more than 30%. And Edward Sheldon believes things may get…

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

Rolls-Royce shares are up 180% in a year! Is it too late to buy?

| Edward Sheldon, CFA

Rolls-Royce shares have produced phenomenal returns for investors over the last 18 months or so. Are they worth buying today…

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Investing Articles

How I’d invest £20k in a Stocks and Shares ISA in 2024

| Edward Sheldon, CFA

If Edward Sheldon was investing £20k in a Stocks and Shares ISA today, he’d split the capital between funds and…

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Investing Articles

Should I buy NIO stock under $5?

| Edward Sheldon, CFA

NIO stock's currently trading more than 90% below its highs. Is this an amazing buying opportunity or is the electric…

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Dividend Shares

3 fantastic dividend stocks to consider for fresh ISA money

| Edward Sheldon, CFA

Edward Sheldon believes these dividend stocks have the potential to provide a winning combination of income and share price gains…

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Dividend Shares

Yielding 6.1%, could Lloyds shares be a great buy for my ISA in 2024?

| Edward Sheldon, CFA

Lloyds shares are paying an attractive dividend right now and the payout looks set to rise going forward. Should Edward…

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Investing Articles

Unilever shares have a lot of potential, says Fundsmith’s Terry Smith

| Edward Sheldon, CFA

Unilever shares have produced disappointing returns in recent years. However, Fundsmith Equity portfolio manager Terry Smith remains bullish on them.

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

5% from a savings account? I’d rather aim for a 38% return from a SIPP

| Edward Sheldon, CFA

A SIPP is a powerful investment vehicle. Combine tax relief with a sound investment strategy and the results can be…

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