Quality
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Our First Ten Quality Stocks
We’ve picked up the pace in November as the market conditions are favourable for quality to outperform. Now is the time to buy quality.
ByteTree Research
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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.
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Quality
·
Our First Ten Quality Stocks
We’ve picked up the pace in November as the market conditions are favourable for quality to outperform. Now is the time to buy quality.
The Future of Healthcare
Our tenth ByteTree Quality stock has centuries of heritage, and yet it is at the vanguard of the future of pharma.
The Evolution of Gold in DeFi and What it Means for Bitcoin
In this piece, we’ll look at how gold has evolved in the digital landscape and where the market is heading. We will also examine what this shift means for Bitcoin.
Saylor’s Dump
Bitcoin’s ByteTrend Score remains at a score of 0 since 16 November. This is bearish.
Yodel
Switzerland is a European democracy, except that, unlike the UK, it is a well-managed democracy. They vote on everything, stay out of trouble, and, above all, they balance their budgets, only embracing deficits during major events such as the pandemic.
Bad Habits
The history of smoking is full of surprises, and while change is coming, this stock is a quality company in a quality sector.
Our Research
TMAI
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The Multi-Asset Investor
A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
Quality
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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.
Atlas Pulse Gold Report
Atlas Pulse (est. 2012) is a monthly report on the gold market, written by Charlie Morris
Digital Research
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ByteTree Quarterly Investor Letter - Q3 2025
In this Q3 2025 update, I shall review the model portfolios, named Whisky and Soda, which I have been managing since February 2016. I shall also touch on our other services.
The ByteTree Broker Survey 2025
ByteTree clients often ask me, Which is the best broker? There are many “brokers” where you can buy and sell
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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
ByteTree Blog
Occasional posts from the ByteTree team on a range of financial topics.
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If you are a fan of ByteTree Research, you can help spread the word with our affiliate program.
The AAA Report Has Moved
A model-driven business cycle trend-following approach to investing.