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Charlie Morris

Charlie Morris

Bitcoin Makes a Higher Low

Bitcoin Makes a Higher Low

ByteFolio Issue 128; 💡This issue covers Arweave (AR), BNB (BNB), Tokenization, and Reserve Protocol (RSR). There was great expectation this month, but it started with a crack. The good news is that the price made a higher high at the end of September, and as of last week, it made

ByteTree Q3 2024 Quarterly Performance Review

ByteTree Q3 2024 Quarterly Performance Review

In this quarterly update, I shall review the Soda and Whisky Portfolios alongside Venture, our deep-value research service. ByteTree offers active investment management research. Active, as opposed to passive or index-tracking, means active management delivers an outcome that will often differ from the market, either better or worse. Over the

PLUS500 Group Plc (PLUS) – Take Profits

PLUS500 Group Plc (PLUS) – Take Profits

PLUS was added to Venture last December and has performed well. PLUS500 Group The investment case was based around a low valuation with strong cash flow, dividends and buybacks. The shares had been depressed, but that is no longer the case.

The Benefits of Investment Trusts

The Benefits of Investment Trusts

I have long been a fan of investment trusts (ITs) for long-term investors. They are ideal, as they provide the fund manager with a fixed pool of capital, freeing them of distractions from the daily buying and selling of fund units, which is seen in unit trusts and other open-ended

Natural Diversification and +64% in 12 Months

Natural Diversification and +64% in 12 Months

ByteTree BOLD Index Monthly Rebalancing Report; Following rebalancing on 30th September 2024, the new target weights for the BOLD Index are 24.6% Bitcoin and 75.4% Gold. The Vinter ByteTree BOLD1 Index (BOLD) invests in Bitcoin and Gold. BOLD combines the world’s two most liquid alternative assets on

Could Uptober Be Upended?

Could Uptober Be Upended?

ByteFolio Issue 127; 💡This issue covers The Open Network (TONCOIN), Stacks (STX), Ethereum (ETH), Celo (CELO), and Arkham (ARKM). During this morning’s analyst call, Uptober came up. Given how the Uptober thesis had become so widespread, I asked for views on how likely an autumn Bitcoin rally was this

Europe’s Momentum Crash

Europe’s Momentum Crash

Not only did the Federal Reserve cut interest rates last week, but on Tuesday, the Chinese launched a bazooka of the financial kind. They pledged to cut rates by 0.5% and potentially another 0.25%to 0.5% later in the year. There was also a 0.5% cut