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

Safety First
TMAI · The Multi-Asset Investor, TMAI + Quality and Pro tiers

Safety First

These past few days in precious metals remind us how quickly things can change, and why diversification is so important in portfolio management.

Bitcoin and Gold Correction
BOLD ·

Bitcoin and Gold Correction

The Gold price had become exuberant, surpassing $5,000 for the first time in history in late January. Bitcoin also fell in late January. It is unusual but not unknown for both assets to fall simultaneously.

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