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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

Art concept depicting the year 2024 with a bullseye target in place of the zero
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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Young female business analyst looking at a graph chart while working from home
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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The words "what's your plan for retirement" written on chalkboard on pavement somewhere in London
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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A mixed ethnicity couple shopping for food in a supermarket
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…

Read more »

Man thinking about artificial intelligence investing algorithms
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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Close-up of a woman holding modern polymer ten, twenty and fifty pound notes.
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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Abstract 3d arrows with rocket
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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Business man pointing at 'Sell' sign
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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Engineer Project Manager Talks With Scientist working on Computer
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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Satellite on planet background
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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British flag, Big Ben, Houses of Parliament and British flag composition
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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Branch of NatWest bank
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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Art concept depicting the year 2024 with a bullseye target in place of the zero
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…

Read more »

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…

Read more »

Calendar showing the date of 5th April on desk in a house
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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Young Black man sat in front of laptop while wearing headphones
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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ISA coins
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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ISA Individual Savings Account
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…

Read more »

Lady taking a bottle of Hellmann's Real Mayonnaise from a supermarket shelf
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.

Read more »

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

The ISA deadline’s approaching fast. Here are 3 things to do now

| Edward Sheldon, CFA

With the 2023/24 ISA deadline less than a week away, Edward Sheldon's putting money into his accounts and looking for…

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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

Should I buy dirt cheap Barclays shares for 2024 and beyond?

| Edward Sheldon, CFA

Barclays shares are trading at a huge discount to the market right now. They also offer a decent dividend. Is…

Read more »

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

3 reasons I’m still picking stocks for my ISA in 2024

| Edward Sheldon, CFA

Edward Sheldon could just invest his ISA savings in an index fund. Instead, he picks stocks for his portfolio. Here…

Read more »

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

3 magnificent investment trusts to consider for a Stocks and Shares ISA in 2024

| Edward Sheldon, CFA

Have money to invest within a Stocks and Shares ISA? Here are three top-performing investment trusts to take a look…

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

If I’d invested £5k in Nvidia stock 10 years ago, I’d now have an insane amount of money

| Edward Sheldon, CFA

Over the long term, Nvidia stock has been a phenomenal investment. Here’s a look at how much £5k invested in…

Read more »

Aviva logo on glass meeting room door
Dividend Shares

Yielding 7.4%, could Aviva shares be a great buy for my ISA?

| Edward Sheldon, CFA

Aviva shares currently have a low valuation and a high dividend yield. Should Edward Sheldon buy some for his investment…

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.
Dividend Shares

Should I buy Glencore shares after a 20% fall in 2024?

| Edward Sheldon, CFA

Glencore shares have tanked in 2024 so far. Is this a great buying opportunity or are there better blue-chip stocks…

Read more »

Young Black woman looking concerned while in front of her laptop
Value Shares

The £2bn risk facing the Lloyds share price

| Edward Sheldon, CFA

Lloyds’ share price has taken a bit of a hit recently. And Edward Sheldon's wondering if this new development could…

Read more »

Front view of aircraft in flight.
Investing Articles

Could Rolls-Royce shares hit £5 in 2024?

| Edward Sheldon, CFA

Edward Sheldon looks at what's driving Rolls-Royce shares higher, and discusses what it would take for them to hit £5…

Read more »

Emma Raducanu for Vodafone billboard animation at Piccadilly Circus, London
Dividend Shares

Should I follow Hargreaves Lansdown’s investors and buy Vodafone shares today?

| Edward Sheldon, CFA

Over the last year, Vodafone shares have fallen from over 100p to below 70p. Is this a great buying opportunity?

Read more »

Young Caucasian man making doubtful face at camera
Investing Articles

JD Sports Fashion shares: an incredible investment opportunity or a value trap?

| Edward Sheldon, CFA

After a big fall on the back of a profit warning, JD Sports Fashion shares now look very cheap. But…

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Dividend Shares

National Grid shares could rise 31%, according to this broker

| Edward Sheldon, CFA

One broker believes National Grid shares could deliver big returns in the medium term due to a “game changer” in…

Read more »

Older Man Reading From Tablet
Retirement Articles

3 exceptional investment trusts to consider for a SIPP in 2024

| Edward Sheldon, CFA

Investment trusts can be a great way to get broad exposure to global stock markets within a SIPP. Here are…

Read more »

'2024' art concept overlaid on a stock screener
US Stock

Can Nvidia stock hit $1,000 in 2024?

| Edward Sheldon, CFA

Nvidia is one of the hottest stocks on the planet today. And Edward Sheldon is wondering if it could rise…

Read more »

Close-up of British bank notes
Dividend Shares

These UK dividend stocks yield 10% or more. Should I buy?

| Edward Sheldon, CFA

These dividend stocks have some of the highest yields in the FTSE 100. Edward Sheldon looks at whether they’re worth…

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British flag, Big Ben, Houses of Parliament and British flag composition
Small-Cap Shares

2 of the most exciting penny stocks on the London Stock Exchange

| Edward Sheldon, CFA

These two penny stocks are quite risky. But taking a long-term view, they have a huge growth potential, says Edward…

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

I’m preparing for a stock market correction, or even a crash

| Edward Sheldon, CFA

Ed Sheldon thinks a stock market correction is more likely than a crash. But he's preparing for both scenarios by…

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