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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

Should I buy gold for my ISA?

| Edward Sheldon, CFA

Edward Sheldon looks at the advantages and disadvantages of investing in gold.

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Investing Articles

No-deal Brexit? I’d buy this ‘recession-proof’ FTSE 100 dividend stock

| Edward Sheldon, CFA

The OECD believes a no-deal Brexit could tip the UK into a recession next year. Here's one FTSE 100 (INDEXFTSE:…

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Investing Articles

How to invest in gold in the UK

| Edward Sheldon, CFA

The price of gold has soared over the last year. Here's a look at how to invest in this trend…

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Retirement Articles

No savings at 55? Here are 3 smart financial moves that could save your retirement

| Edward Sheldon, CFA

No savings at 55 isn't ideal. However, there's still time to build a retirement nest egg if you act quickly,…

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Investing Articles

Sirius Minerals share price crash: how to avoid losing big money on small-cap stocks

| Edward Sheldon, CFA

Sirius Minerals (LON: SXX) has been a disaster for investors. Here's a look at how to avoid losses like this…

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Investing Articles

Thinking of buying Tesco shares? Read this first

| Edward Sheldon, CFA

Are Tesco shares a bargain? Edward Sheldon takes a closer look at the investment case.

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Retirement Articles

The State Pension is shocking. But here’s how you can protect yourself

| Edward Sheldon, CFA

The State Pension is lousy, whichever way you look at it. Here's how to build your own nest egg for…

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Investing Articles

Sirius Minerals shares have tanked. Here’s what I’d do now

| Edward Sheldon, CFA

The SXX share price has crashed to 4.4p. What's the best move now?

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Investing Articles

3 reasons I own the Blue Whale Growth fund in my Stocks & Shares ISA

| Edward Sheldon, CFA

The Blue Whale Growth fund has been one of the best-performing global equity funds in the UK over the last…

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Investing Articles

Why I own FTSE 100-listed Scottish Mortgage Investment Trust in my Stocks & Shares ISA

| Edward Sheldon, CFA

The FTSE 100's (INDEXFTSE: UKX) Scottish Mortgage Investment Trust (LON: SMT) is a great way to play the technology sector,…

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Retirement Articles

Pension savings: half of over-55s are unprepared for retirement

| Edward Sheldon, CFA

Recent research suggests that those aged 55 and over in the UK need to take urgent action in order to…

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Investing Articles

How I’d invest £1,000 today

| Edward Sheldon, CFA

"How should I invest £1,000?" is a question that I get asked a lot. Here's what I'd do.

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Investing Articles

2 Warren Buffett-style FTSE 100 stocks I’d buy for my ISA today

| Edward Sheldon, CFA

These two highly profitable, Buffett-type FTSE 100 (INDEXFTSE: UKX) stocks are priced to buy, says Edward Sheldon.

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Investing Articles

3 funds that have easily beaten FTSE 100 tracker funds over the last five years

| Edward Sheldon, CFA

Considering a FTSE 100 (INDEXFTSE: UKX) tracker fund for your portfolio? You might want to check out the performance of…

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Investing Articles

How to invest in the FTSE 100

| Edward Sheldon, CFA

The FTSE 100 (INDEXFTSE: UKX) is the UK's major stock market index. But how do you invest in it?

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Investing Articles

3 reasons I own the Fundsmith Equity fund in my Stocks & Shares ISA

| Edward Sheldon, CFA

Edward Sheldon explains why he sees considerable investment appeal in the Fundsmith Equity fund.

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Investing Articles

The FTSE 100 returned 5.3% per year over the last 5 years. Here’s how I’m aiming for higher returns

| Edward Sheldon, CFA

Expecting 8% per year from the FTSE 100 (INDEXFTSE: UKX) index? You might be disappointed, says Edward Sheldon.

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Retirement Articles

Retirement saving: how to turn £300 a month into £300,000

| Edward Sheldon, CFA

A recent study concluded that an individual in the UK now requires £300,000 to retire comfortably. Here's how to build…

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Retirement Articles

The State Pension could have you working until 70! Here’s how I’d protect myself

| Edward Sheldon, CFA

Fancy working until you're 70? I don't. That's why I'm taking steps now to protect myself from the rising State…

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Investing Articles

Forget the National Lottery and NS&I Premium Bonds. I’d aim for £1 million like this

| Edward Sheldon, CFA

Those playing the National Lottery or investing in NS&I Premium Bonds could be disappointed if they're hoping to win one…

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Investing Articles

Forex vs stocks: what’s the easiest way to get rich?

| Edward Sheldon, CFA

Is forex trading as profitable as it's often made out to be? Let's compare forex versus stocks.

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Retirement Articles

What is the retirement age in the UK?

| Edward Sheldon, CFA

Wondering what the retirement age in the UK is? Here's a look at how it works.

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Investing Articles

This growth stock is smashing the FTSE 100. I’d buy it for my ISA today

| Edward Sheldon, CFA

Edward Sheldon reveals the name of an exciting growth stock that's outperforming the FTSE 100 (INDEXFTSE: UKX) by a wide…

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Investing Articles

3 FTSE 100 companies that just raised their dividends

| Edward Sheldon, CFA

Dividend growth investing can be a profitable long-term investment strategy. Here's a look at three FTSE 100 (INDEXFTSE: UKX) companies…

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Investing Articles

How a Warren Buffett strategy could help FTSE 100 investors amass a fortune

| Edward Sheldon, CFA

Warren Buffett is an extraordinary investor. Here's how FTSE 100 (INDEXFTSE: UKX) investors can replicate his success.

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Investing Articles

Forget 1.4% from a Cash ISA. Here’s how to pick up 7%+ from FTSE 100 dividend stocks

| Edward Sheldon, CFA

Frustrated by low interest rates on Cash ISAs? FTSE 100 (INDEXFTSE: UKX) dividend stocks could be the answer, says Edward…

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Investing Articles

Neil Woodford has just bought these 3 FTSE 100 stocks for his Equity Income Fund

| Edward Sheldon, CFA

Neil Woodford is in the process of repositioning his Equity Income Fund. Here are three FTSE 100 (INDEXFTSE: UKX) stocks…

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Investing Articles

Why September is an exciting time to be a FTSE 100 dividend stock investor

| Edward Sheldon, CFA

FTSE 100 (INDEXFTSE: UKX) companies are set to pay out some big dividend cheques in September, says Edward Sheldon.

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Investing Articles

Want to build a £1m+ ISA portfolio? I’d start with these Warren Buffett tips

| Edward Sheldon, CFA

Warren Buffett is the greatest investor of all time and his investment strategy could help you build a £1m ISA,…

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Investing Articles

Investing in Bitcoin? I think stocks are an easier way to make £1 million+

| Edward Sheldon, CFA

Bitcoin has made a lot of millionaires over the last decade. Can it continue making people rich though?

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Retirement Articles

Forget State Pension worries. These simple moves could help you retire on your own terms

| Edward Sheldon, CFA

Worried about having to rely on the State Pension in retirement? Take control of the situation by making these simple…

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Investing Articles

Have money to save this payday? I’d ditch the Cash ISA and look for higher returns

| Edward Sheldon, CFA

The best Cash ISA rate is currently less than 1.5%. Long-term savers should look for higher returns, says Edward Sheldon.

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Investing Articles

Two beaten-up FTSE 100 dividend stocks I’d buy for my ISA in September

| Edward Sheldon, CFA

Looking for stocks to buy in September? Check out these two FTSE 100 (INDEXFTSE: UKX) dividend shares, says Edward Sheldon.

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Investing Articles

Lloyds shares: why I think investors could be in for a bumpy ride

| Edward Sheldon, CFA

Lloyds Banking Group plc (LON: LLOY) shares have had a rollercoaster year so far. There could be plenty more turbulence…

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Investing Articles

Looking for stocks to buy? I’d go for this FTSE 100 dividend stock and this growth stock

| Edward Sheldon, CFA

Edward Sheldon reveals the names of two stocks, including a FTSE 100 (INDEXFTSE: UKX) dividend stock yielding 8%, that he…

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Retirement Articles

Building a retirement portfolio? I think these FTSE 100 stocks could pay you for life

| Edward Sheldon, CFA

Edward Sheldon highlights two reliable FTSE 100 (INDEXFTSE: UKX) dividend payers he believes could be well-suited to retirement portfolios.

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Retirement Articles

Retirement saving: those aged 55+ require an extra £184,484 to retire comfortably

| Edward Sheldon, CFA

There's a huge gap between what those aged 55 and over have saved for retirement and how much they need.…

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Retirement Articles

Premium Bonds & the National Lottery: 76% of over-55s could be making a huge mistake

| Edward Sheldon, CFA

Over-55s are putting money into Premium Bonds and the National Lottery. Here's why that's not a smart move.

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Retirement Articles

How much money do you need to retire in the UK?

| Edward Sheldon, CFA

Working out how much money you need to retire in the UK is not straightforward. These calculations could be a…

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Investing Articles

BT Group and Royal Mail shares have tanked. What’s the best investment strategy now?

| Edward Sheldon, CFA

BT Group - class A common stock (LON: BT-A) shares and Royal Mail Group plc (LON: RMG) shares have both…

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