Quality's Peace Dividend
Quality equities are like bonds in the short term, hence their dislike for high oil prices, inflation, and interest rates. However, in the long-term...
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.
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Quality equities are like bonds in the short term, hence their dislike for high oil prices, inflation, and interest rates. However, in the long-term...
Issue 114; The risk for investors is that the market breaks. The world index is falling, while the oil price,
Oil is back above $100, despite the US strategic reserve being unleashed.
Issue 113; The War in Iran is driving commodity prices higher. Energy is society’s input cost, and as it
This week, 20 million Bitcoins have been mined, one million to go, and it’s the 200th issue of ByteFolio. Where did the time go?
The dead cat bounce in the stockmarket is unconvincing despite the sharp fall in the oil price.
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 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.
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.