ByteTree Quality Quarterly Review: A Strong Start
In July 2026, we added our final stock to the Quality Portfolio. Company selection was paramount, combined with timely entry points.
In July 2026, we added our final stock to the Quality Portfolio. Company selection was paramount, combined with timely entry points.
Major breakouts often follow periods of ultra-low volatility. Normally they are up, but they don’t have to be.
The gold price rallied last week and is now 10% off its low. It’s a welcome recovery that reassures me the worst is behind us.
The global market rotation has been strong since May, particularly in the USA. Now, the market leaders are struggling while the weakest trends are bouncing back.
In recent weeks, markets have undergone a major rotation. The AI trade has been the talk of the town, but
ByteTree BOLD Index Monthly Rebalancing Report; Following rebalancing on 31st July 2026, the new target weights for the BOLD Index