ByteTree Research

Empowering the private investor

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If you are investing your own money, ByteTree is here to make your life easier.

ByteTree is an investment advisory service. We don’t manage your money, but we help you manage yours. Our mission is to help you with clear, actionable investment research. We deliver high-quality financial guidance at an accessible price.

Our flagship paid research service is called The Multi Asset Investor. It is run by our founder, Charlie Morris, following his career managing a global multi-asset fund at HSBC. It offers two portfolios: one is safe and steady, the other seeks higher returns with managed risk. Our track record of making money steadily goes back to 2016.

We also offer deep-value stock recommendations, trend-following strategies, and research on digital assets, as well as our bitcoin and gold ETF, BOLD. Discover more on our Publications, Pricing, and Trustpilot pages. With thousands of clients worldwide, we are dedicated to helping investors reduce risk and improve results.

Safety, clarity, and success, through sound financial principles.

Latest

Trust the Rothschilds
TMAI · The Multi-Asset Investor, TMAI + Quality and Pro tiers

Trust the Rothschilds

It’s interest rate week, with the US Federal Reserve showing their hand tomorrow. The Bank of England then moves on Thursday, and the Bank of Japan on Friday.

Cocoa and Cash Flow
Quality · ByteTree Quality, TMAI + Quality and Pro tiers

Cocoa and Cash Flow

Our next recommendation in ByteTree Quality is a company with a world class portfolio of consumer goods brands. After a tough few years impacted by short term issues, it has entered buy territory for long term investors.

Gold and Elton John
Atlas Pulse · Members-only

Gold and Elton John

This year, long-dated government bonds have been selling off, and as that has happened, the price of gold has risen. Gold’s correlation with bonds (prices, not yields) has turned negative for the first time since 2011.

Our Research

The Multi-Asset Investor
TMAI ·

The Multi-Asset Investor

A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets

ByteTree Quality
Quality ·

ByteTree Quality

ByteTree Quality offers investment research and a model equity portfolio, which recommends large, liquid companies with sustainable profitable growth and durable competitive advantages, at low valuations.

BOLD
BOLD ·

BOLD

BOLD aims to deliver protection against monetary inflation, giving optimal risk-adjusted exposure to Bitcoin and Gold

Digital Research

ATOMIC
ATOMIC ·

ATOMIC

ATOMIC, the Analysis of Technical, On-chain, Macro, Investment Flows and Crypto Stocks

Featured

More from ByteTree

Free Resources
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Free Resources

We have put together a range of free reports for you. They cover a range of topics, such as key