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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

Here’s how much a basic FTSE 100 tracker fund has returned over the last 5 years

| Edward Sheldon, CFA

The returns generated by FTSE 100 tracker funds over the last five years might surprise some investors, and not necessarily…

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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.
Growth Shares

London Stock Exchange Group: one of the Footsie’s best growth shares

| Edward Sheldon, CFA

In today’s digital world, London Stock Exchange Group (LSEG) shares have a lot of long-term growth potential, says Edward Sheldon.

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Value Shares

Are BT shares a steal on a P/E ratio of 6?

| Edward Sheldon, CFA

BT shares have dropped this year and are currently trading for just over £1. Is this price a bargain? Edward…

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Dividend Shares

Here’s the Tesco dividend forecast for 2024 and 2025

| Edward Sheldon, CFA

An analysis of Tesco’s latest dividend forecasts reveals that the shares could generate some attractive passive income in the years…

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US Stock

Nvidia stock sits at $599. But here’s where it could be in 5 years

| Edward Sheldon, CFA

If artificial intelligence chip designer Nvidia can keep growing its sales at a high rate, the stock could also move…

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Investing Articles

Rolls-Royce shares are a ‘sell’, says City broker

| Edward Sheldon, CFA

Analysts at Berenberg just slapped a ‘sell’ rating and a 240p price target on Rolls-Royce shares. So, what’s the best…

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Growth Shares

This well-known growth stock could outperform Tesla and Rolls-Royce in 2024

| Edward Sheldon, CFA

This once-popular growth stock has been left for dead and currently sports a low valuation. But Edward Sheldon believes things…

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Investing Articles

BAE Systems: rock-solid shares with potential for both growth and income

| Edward Sheldon, CFA

The backdrop for BAE Systems is favourable. And this could lead to solid long-term returns for those who own its…

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

The Marks & Spencer share price is down 7% this year. Should investors consider buying the dip?

| Edward Sheldon, CFA

The Marks & Spencer share price is down in 2024 but still in a long-term uptrend. Is this a good…

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

BP shares are near 52-week lows. Should investors consider buying?

| Edward Sheldon, CFA

BP shares have crashed from 550p to 450p in the space of a few months. Is this a great buying…

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Dividend Shares

Retirement income: 3 under-the-radar dividend stocks with yields of over 6%

| Edward Sheldon, CFA

These dividend stocks offer yields higher than savings account rates. So they could be a great way to generate income…

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

3 FTSE 100 shares near their 52-week lows

| Edward Sheldon, CFA

Edward Sheldon highlights three beaten-up FTSE 100 shares currently trading near their 52-week lows. Is now the time to consider…

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Smartly dressed middle-aged black gentleman working at his desk
Investing Articles

How to invest a Stocks and Shares ISA like a pro

| Edward Sheldon, CFA

Looking to generate strong returns in a Stocks and Shares ISA? It could be worth embracing some strategies that are…

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Close-up of British bank notes
Dividend Shares

Huge cash payouts! Here’s the Legal & General dividend forecast for 2024

| Edward Sheldon, CFA

The Legal & General dividend forecast suggests that investors could be set to enjoy some serious passive income from the…

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Growth Shares

Scottish Mortgage Investment Trust review: buy, sell, or hold for 2024?

| Edward Sheldon, CFA

Scottish Mortgage Investment Trust has underperformed recently. Is it a good investment for 2024? Here’s Edward Sheldon’s take.

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Hand of person putting wood cube block with word VALUE on wooden table
Small-Cap Shares

2024 could be a big year for small-cap value shares. Here are 3 to look at now

| Edward Sheldon, CFA

The set-up for UK small-cap value shares – which have tanked in recent years – looks very attractive as we…

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Dividend Shares

Vodafone shares cost less than 70p and yield 11%. Should I buy?

| Edward Sheldon, CFA

Vodafone shares have come down in price over the last 12 months. Is this a great buying opportunity? Edward Sheldon…

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Young black female footballer training on stadium pitch
Growth Shares

Should I buy JD Sports shares after a 28% fall?

| Edward Sheldon, CFA

JD Sports shares just tanked on the back of a profit warning. Is now a good time to snap up…

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Close-up of British bank notes
Dividend Shares

Legal & General shares could return 20% this year

| Edward Sheldon, CFA

Legal & General shares currently sport a high yield and a low valuation. This leads Edward Sheldon to believe that…

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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

Fundsmith Equity review: is it still a good investment in 2024?

| Edward Sheldon, CFA

Edward Sheldon takes a look at Fundsmith Equity's recent performance as well as its stock holdings. Is it still a…

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

How I generated a 23% return across my ISA and SIPP in 2023 (and my strategy for 2024)

| Edward Sheldon, CFA

Edward Sheldon managed to achieve double-digit returns across his ISA and SIPP last year. Here, he explains how and reveals…

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Investing Articles

3 savvy investment ideas for a Stocks and Shares ISA in 2024

| Edward Sheldon, CFA

With a Stocks and Shares ISA come many investment options. Here, Edward Sheldon highlights three areas of the market he’s…

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

3 small-cap UK growth stocks that could deliver big returns in 2024

| Edward Sheldon, CFA

Edward Sheldon highlights three small-cap growth stocks that appear to have substantial investment potential as we start 2024.

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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

History shows that 2024 could be a big year for FTSE 250 stocks. Here are 3 to look at now

| Edward Sheldon, CFA

Research shows that in the past, the mid-cap FTSE 250 index has delivered strong returns in the years following a…

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Businesswoman analyses profitability of working company with digital virtual screen
Value Shares

Can Lloyds’ share price double in 2024?

| Edward Sheldon, CFA

Lloyds' shares are cheap right now, but for the price to double this year, we'd have to see one of…

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Google office headquarters
Investing Articles

3 super AI stocks to consider for 2024

| Edward Sheldon, CFA

Artificial Intelligence is likely to be a dominant theme in the stock market again this year. Here, Ed Sheldon highlights…

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

How to try and turn a small ISA into £300k, starting in 2024

| Edward Sheldon, CFA

Edward Sheldon highlights a simple ISA investment strategy that could turn £10k into £300k in a relatively short time.

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Person holding magnifying glass over important document, reading the small print
Investing For Beginners

How to find the best stocks to buy for 2024

| Edward Sheldon, CFA

When looking for top stocks to buy, Edward Sheldon focuses on a few key factors. He also has a few…

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Small-Cap Shares

3 high-growth penny stocks to consider buying for 2024

| Edward Sheldon, CFA

Edward Sheldon's been scanning the market for penny stocks with significant potential. Here are three he likes for 2024.

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Investing For Beginners

Cash savings vs the stock market: what’s the best option for my money in 2024?

| Edward Sheldon, CFA

Savings accounts are paying decent levels of interest right now. But looking ahead, are they a better option than the…

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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.
Growth Shares

3 magnificent AIM stocks to consider buying for 2024

| Edward Sheldon, CFA

AIM stocks can play a role in a diversified investment portfolio. Here, Edward Sheldon highlights three to consider buying for…

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2024 year number handwritten on a sandy beach at sunrise
Investing Articles

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

| Edward Sheldon, CFA

If Edward Sheldon was investing money in a Stocks and Shares ISA for 2024, he’d allocate capital to several different…

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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.
Dividend Shares

2 magnificent UK dividend growth stocks to consider for 2024

| Edward Sheldon, CFA

Dividend growth stocks tend to produce strong returns over the long run. Here, Edward Sheldon highlights two to consider buying…

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Google office headquarters
Investing Articles

How I’d invest £20k in an ISA or SIPP for the next 5 years

| Edward Sheldon, CFA

If Edward Sheldon was investing for half a decade within a Stocks and Shares ISA or SIPP, he’d want a…

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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.
Dividend Shares

3 ‘Dividend Hero’ investment trusts to consider for 2024

| Edward Sheldon, CFA

Investment trusts can be an excellent way to gain exposure to the stock market. Here, Edward Sheldon highlights three he…

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

FTSE 100: here are 3 predictions for 2024

| Edward Sheldon, CFA

Edward Sheldon has been thinking about the outlook for the FTSE 100 index (INDEXFTSE:UKX) in 2024. And here are some…

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Number 5 foil balloon and gold confetti on black.
Investing Articles

5 super investment funds to consider for 2024

| Edward Sheldon, CFA

Investment funds can be great building blocks for a long-term portfolio. Here, Edward Sheldon highlights five he likes for 2024.

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Electric cars charging at a charging station
US Stock

This growth stock could potentially deliver huge gains over the next decade

| Edward Sheldon, CFA

Edward Sheldon believes this well-known growth stock has all the right ingredients to be a massive success over the next…

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

3 compelling passive income investments to consider for 2024

| Edward Sheldon, CFA

The stock market can be a great source of passive income. Here, Edward Sheldon highlights three cash flow-producing investments he…

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

Heading into 2024, I’ve never been more excited as a stock market investor

| Edward Sheldon, CFA

Ed Sheldon is feeling very optimistic about the stock market right now as he believes there are going to be…

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