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Charlie Morris

Charlie Morris

ByteTree BOLD Index

ByteTree BOLD Index

Monthly Rebalancing Report; Following rebalancing on 31st December 2023, the new weights for the BOLD Index are 25.0% Bitcoin and 75.0% Gold. The Vinter ByteTree BOLD1 Index (BOLD) invests in Bitcoin and Gold. BOLD combines the world’s two most liquid alternative assets on a risk-adjusted basis. Due

Get Ahead of Markets in 2024

Get Ahead of Markets in 2024

This might be a good time to catch up with the important messages from ByteTree Research. Just before Christmas, I recorded two webinars with ByteTree clients: Stocks and Bonds in 2024 We reviewed markets in 2023 and looked at the performance of the Soda and Whisky Portfolios, the state of

A Year at ByteTree

A Year at ByteTree

After a challenging yet fascinating year, ByteTree will be on holiday until Tuesday, 2 January, at which point we will face the uncertainties of 2024. It is going to be an interesting one, full of elections, which means government spending will remain out of control. That means the money will

Farewell 2023

Farewell 2023

As the year draws to a close, Whisky has gained around 12.9% while Soda has lost 1%. Naturally, I will publish the final score after New Year’s Eve, but we can conclude that Whisky did well while Soda did not. In Soda, I have been too cautious compared

Venture: Mid-Cap Industrial

Venture: Mid-Cap Industrial

Issue 14; Value on wheels.

Crypto in 2023

Crypto in 2023

ByteFolio Issue 88; Crypto will remember 2023 fondly. Most of the big coins failed to keep up with Bitcoin, but we have become used to that in the first year of crypto bull markets. ETH and XRP were neck and neck, with BNB down slightly after a resilient 2022. DOGE,

Umami

Umami

Two weeks ago, my piece Another Momentum Crash (momo) proved prescient, as that is exactly what happened this week. The chair of the US Federal Reserve, Jeremy Powell, aka Santa Claus, told the markets that the Fed was done and paved the way for rate cuts next year. Bonds soared,