Locked into Tech
We have identified a leading company in a core market for AI applications that we believe is of high quality and trades at a sufficient discount to merit inclusion in the ByteTree Quality portfolio.
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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.
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Locked into Tech
We have identified a leading company in a core market for AI applications that we believe is of high quality and trades at a sufficient discount to merit inclusion in the ByteTree Quality portfolio.
ByteTree Quarterly Investor Letter – Q4 2025
In this Q4 2025 update, I shall review the model portfolios, named Whisky and Soda, which I have been managing since January 2016. I shall also touch on some of our other services.
Ethereum in 2026
Over Christmas, Ethereum has started to reassert itself. It is now outperforming Bitcoin with a ByteTrend Score of 5 in BTC.
The Silver Surge
There were all sorts of theories as to why silver surged, but I think it’s simple. With gold in a bull market and silver being undervalued until recently, conditions are right.
Venture: Global Mining
It is hard to ignore the gold versus copper relationship. Copper has never been this cheap versus gold, and on a long-term view, these will converge again.
BOLD
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A Golden Year
Over the past year, BOLD has returned 41.1%, Bitcoin has returned -6.5%, white Gold has returned +64.6%, and equities 21.1%. It has been a stunning year for Gold and a soft year for Bitcoin.
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 – Q4 2025
In this Q4 2025 update, I shall review the model portfolios, named Whisky and Soda, which I have been managing since January 2016. I shall also touch on some of 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
More from ByteTree
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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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The AAA Report Has Moved
A model-driven business cycle trend-following approach to investing.