BOLD
·
Bitcoin and Gold Record Divergence
Gold’s volatility has risen sharply while Bitcoin’s has remained stable, and so the BOLD Index has increased exposure to Bitcoin at the expense of Gold.
ByteTree Research
Empowering the private investor
0:00
/7:02
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, a long-term quality investing service, 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
BOLD
·
Bitcoin and Gold Record Divergence
Gold’s volatility has risen sharply while Bitcoin’s has remained stable, and so the BOLD Index has increased exposure to Bitcoin at the expense of Gold.
Every Cloud has a Silver Lining
Events in the Middle East have not been well-received by financial markets. The greatest fear stems from rising energy costs and the uncertainty about when they will end.
Venture: Update - Middle East
The missile strikes on Iran have stirred markets with large moves in natural gas, oil, and precious metals. The dollar is also up.
Gold’s Risk Rises
Gold today is not just in a bull market, but a super bull market. Investors are buying gold, as are the central banks and the Chinese, and that is a powerful combination.
Ethereum: On Track for Mass Adoption
This Token Takeaway explores Ethereum’s technical evolution, the growth of its Layer-2 ecosystem, and analyses ETH’s positioning as the default monetary unit of decentralised finance.
Evaluating Catastrophic Risk
Defensive, high margin, and with a long history of outperforming the market in times of stress, this market leader in reinsurance is a natural fit for the ByteTree Quality strategy.
Our Research
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
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.
Atlas Pulse Gold Report
Atlas Pulse (est. 2012) is a monthly report on the gold market, written by Charlie Morris
Digital Research
Featured
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
·
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.
Featured
Become a ByteTree Affiliate
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.