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.
Our next stock has a long history of market leadership, best-in-class products driven by consistent innovation, strong relationships with key industry intermediaries, and a good reputation among consumers/patients.
Bitcoin’s ByteTrend Score drops to 0., which means the trend is now bearish. The $100k level has been broken, and a bear market fits the four-year cycle thesis.
Index funds are one of the greatest financial innovations of all time. They offer a cheap and simple solution for large quantities of money to mimic market returns.
This time, I’ve identified a healthcare stock from Japan, which rarely trades at these low levels.
In the latest monthly review for ByteTree Venture, we cut the weakest links and update clients on recent corporate developments.
Quality stocks have lagged this bull market, and as a result, offer good value. Investors have been focusing on growth at seemingly any price, and that can never end well. In the long run, value is the only thing that rewards investors.
A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
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 (est. 2012) is a monthly report on the gold market, written by Charlie Morris
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.
ByteTree clients often ask me, Which is the best broker? There are many “brokers” where you can buy and sell
We have put together a range of free reports for you. They cover a range of topics, such as key
Occasional posts from the ByteTree team on a range of financial topics.
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A model-driven business cycle trend-following approach to investing.
