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Edward Sheldon, CFA

Based in London, Edward is a freelance investment writer/analyst who has clients all over the world. Prior to launching his own investment writing business in 2017, he spent 15 years working in private wealth management and institutional asset management, both in the UK and in Australia. Edward is a passionate investor himself and manages his own global equity portfolio. This contains a mix of large-cap growth stocks, large-cap dividend stocks, and small-cap growth stocks. 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

Investing Articles

The Lindsell Train Global Equity Fund: 3 risks you need to know about

| Edward Sheldon, CFA

The shocking events surrounding Neil Woodford are a good reminder of the importance of focusing on risk, as well as…

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Investing Articles

Hargreaves Lansdown shares are down due to the Neil Woodford saga. What’s the best move now?

| Edward Sheldon, CFA

Hargreaves Lansdown (LON: HL) shares have taken a hit due to the Neil Woodford debacle. Has the pullback created a…

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Investing Articles

3 Warren Buffett investing rules that Neil Woodford broke

| Edward Sheldon, CFA

Neil Woodford was once known as 'Britain's Warren Buffett'. The problem is, he broke a number of Buffett's key investing…

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Investing Articles

ASOS shares have surged. Here’s what I’d do now.

| Edward Sheldon, CFA

ASOS (LON: ASC) shares are up around 60% in less than three months. What's the best move now?

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Investing Articles

Here are the FTSE 100 stocks that Fundsmith owns

| Edward Sheldon, CFA

Interested to know what UK stocks are held in Fundsmith? Here's a look at six FTSE 100 (INDEXFTSE: UKX) stocks…

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Investing Articles

In your 20s? Here are 5 top money tips that could boost your wealth by thousands

| Edward Sheldon, CFA

If you manage your money well in your 20s, you can set yourself up for life.

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Investing Articles

Should you dump actively-managed funds like Fundsmith after the Woodford debacle?

| Edward Sheldon, CFA

The Neil Woodford situation is a complete debacle. Is now the time to ditch active funds for passive ones?

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Investing Articles

Crypto vs forex and stocks: what’s the easiest way to make money?

| Edward Sheldon, CFA

Looking to make money from the financial markets? Let's compare crypto versus forex versus stocks.

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Retirement Articles

The State Pension is rising by 4% but it’s still peanuts

| Edward Sheldon, CFA

The State Pension is set to rise by nearly 4% next year, thanks to the 'triple lock' system. Don't get…

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Retirement Articles

Here’s how much income you need for a comfortable retirement: the State Pension isn’t enough!

| Edward Sheldon, CFA

The State Pension isn't enough for a single person to live even a basic lifestyle in retirement, according to new…

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Investing Articles

How I avoided the Neil Woodford Equity Income fund train wreck

| Edward Sheldon, CFA

Fool writer Edward Sheldon reveals how he dodged a bullet by dumping the Woodford Equity Income fund early last year.

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Investing Articles

Two ‘sleep-well-at-night’ FTSE 100 stocks I’d buy as we approach 2020

| Edward Sheldon, CFA

As we get closer to 2020, there are dark clouds on the horizon. These FTSE 100 (INDEXFTSE: UKX) stocks could…

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Retirement Articles

Looking for retirement income? I’d consider these investment trusts that pay dividends

| Edward Sheldon, CFA

Forget 1% from a bank account. These investment trusts offer yields of 4%+.

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Investing Articles

Invested with Neil Woodford? Here are 3 things you need to know

| Edward Sheldon, CFA

There's a lot of information for Neil Woodford investors to process right now.

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Investing Articles

ITV’s share price has just risen nearly 25%. Here’s what I’d do now

| Edward Sheldon, CFA

After a poor run last year, ITV (LON: ITV) shares have rediscovered their mojo.

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Investing Articles

The gold price could rise to $2,000 according to analysts

| Edward Sheldon, CFA

A number of analysts believe that the price of gold could soar 30%+.

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Investing Articles

Forget Sirius Minerals shares. I’d put my money into this small-cap stock

| Edward Sheldon, CFA

This stock has outperformed Sirius Minerals over the last year, which hasn't exactly been hard. But Edward Sheldon believes it…

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Investing Articles

Prudential demerger: here’s what you need to know

| Edward Sheldon, CFA

The Prudential demerger will take place on October 21. Here are answers to questions you may have.

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Investing Articles

How I’d invest £10K today

| Edward Sheldon, CFA

Investing a large amount of money is never easy as there are a number of issues to consider. Edward Sheldon…

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Investing Articles

This is my top FTSE 100 dividend stock yielding 5%+ right now

| Edward Sheldon, CFA

There are nearly 30 stocks in the FTSE 100 (INDEXFTSE: UKX) that yield 5% or more right now. Here, Edward…

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Retirement Articles

Under 40 and saving for retirement? Here are 3 smart moves I’d make today

| Edward Sheldon, CFA

Edward Sheldon provides some good advice for those under 40 who are already saving for retirement.

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Investing Articles

Lloyds shares: are they worth buying for the dividend?

| Edward Sheldon, CFA

Lloyds (LON: LLOY) shares currently yield more than 6%. But if you're thinking about buying the stock for the dividend,…

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Investing Articles

Lost money on Sirius Minerals shares? Here’s what I’d do now

| Edward Sheldon, CFA

Sirius Minerals plc (LON: SXX) shares have tanked over the last year, meaning a lot of investors will have lost…

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Investing Articles

Vodafone shares: are they worth buying for the dividend?

| Edward Sheldon, CFA

Vodafone (LON: VOD) is a popular dividend stock. But is its dividend payout safe?

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Investing Articles

Why’d I’d invest in Fundsmith over a FTSE 100 tracker

| Edward Sheldon, CFA

The Fundsmith Equity Fund's global focus gives it a strong advantage over the FTSE 100 (INDEXFTSE: UKX), believes Edward Sheldon.

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Investing Articles

Looking for income? I’d consider these funds that pay dividends

| Edward Sheldon, CFA

Looking to build a passive income stream? Check out these three funds that pay dividends, says Edward Sheldon.

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Retirement Articles

No savings at 40? You could still retire a millionaire

| Edward Sheldon, CFA

Here's how to build up £1m for retirement, starting at age 40.

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Investing Articles

How to invest small amounts of money

| Edward Sheldon, CFA

Only have a small amount of money to invest? Here's a look at some smart investing strategies.

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Retirement Articles

Retirement planning in your 50s: four smart moves to make

| Edward Sheldon, CFA

In your 50s, it's essential to make retirement planning a priority.

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Retirement Articles

This Martin Lewis money tip could boost your pension by thousands

| Edward Sheldon, CFA

Money expert Martin Lewis just issued an urgent warning to those with workplace pensions.

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Investing Articles

5 important lessons from the Sirius Minerals share price crash

| Edward Sheldon, CFA

Sirius Minerals plc's (LON: SXX) share price is down 87% over the last year. Here are five key lessons from…

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Investing Articles

Have a Marcus savings account? This tip could boost your interest rate!

| Edward Sheldon, CFA

If you opened a Marcus savings account when it first launched, your bonus interest rate may have expired.

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Investing Articles

National Grid shares: are they worth buying for the dividend?

| Edward Sheldon, CFA

National Grid shares sport a dividend yield of 5.6%. But does that make the stock a good income play?

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Investing Articles

Boohoo shares: here’s why I think they can keep rising

| Edward Sheldon, CFA

Analysts at one leading City brokerage firm believe Boohoo shares are worth 350p each.

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Investing Articles

A FTSE 100-beating small-cap growth stock I’d buy in October

| Edward Sheldon, CFA

Looking to beat the FTSE 100 (INDEXFTSE: UKX)? Check out this high-flying growth stock.

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Investing Articles

Two FTSE 250 dividend growth stocks I’d buy in October

| Edward Sheldon, CFA

Looking for dividend stocks? Check out these under-the-radar FTSE 250 (INDEXFTSE: MCX) gems, says Edward Sheldon.

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Investing Articles

Two FTSE 100 dividend stocks I’d buy for my ISA in October

| Edward Sheldon, CFA

Edward Sheldon reveals the names of two cheap FTSE 100 (INDEXFTSE: UKX) dividend stocks he'd be happy to buy right…

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Investing Articles

Forget tonight’s £169m EuroMillions jackpot! This could be an easier way to make life-changing wealth

| Edward Sheldon, CFA

The EuroMillions jackpot tonight is a huge £169m. But buying a ticket is a waste of money, says Edward Sheldon.

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Investing Articles

Forget gold! I think FTSE 100 dividend stocks are a better long-term investment

| Edward Sheldon, CFA

The gold price is soaring. Yet FTSE 100 (INDEXFTSE: UKX) dividend stocks could be a better long-term bet, says Edward…

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Investing Articles

Premium Bonds offer millions in prizes. But are they worth it?

| Edward Sheldon, CFA

Are NS&I Premium Bonds worth it? Here's a closer look at how they work.

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