ByteTree Research

Empowering the private investor

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Introduction to ByteTree

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

Investors Flock to Gold
TMAI · The Multi-Asset Investor and Pro tiers

Investors Flock to Gold

The 30-year gilt yield is up again and looks poised to move higher. This should be the safe asset for investors seeking certainty. But as yields rise, prices fall, and it is hard to know where this ends.

Venture: Gold
Venture · Pro tier

Venture: Gold

The gold miners are outperforming gold, a trend which is long overdue. The miners have operational gearing and are supposed to lead the gold price during gold bull markets.

Banzai
TMAI · The Multi-Asset Investor and Pro tiers

Banzai

Trades in the Whisky and Soda Portfolios; It would have been hard to miss my recent excitement on the all-time

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

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