BOLD
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A Golden Year
Over the past year, BOLD has returned 41.1%, Bitcoin has returned -6.5%, white Gold has returned +64.6%, and equities 21.1%. It has been a stunning year for Gold and a soft year for Bitcoin.
ByteTree Research
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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, 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
·
A Golden Year
Over the past year, BOLD has returned 41.1%, Bitcoin has returned -6.5%, white Gold has returned +64.6%, and equities 21.1%. It has been a stunning year for Gold and a soft year for Bitcoin.
TMAI
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The Unanswered Postbox
In recent months, we have received some good feedback and comments on surveys, for which we are grateful. I couldn’
Quality Update December 2025
We launched ByteTree Quality because we felt that true quality stocks were falling out of favour to an extreme degree, making it the perfect time to start building them into a portfolio.
GTI: Deep Market Intelligence
I hope you had a good Christmas. The New Year beckons, and 2026 is going to be another interesting year.
Investment Trusts Part III
We continue our review of the investment trusts held in the Soda Portfolio. With markets so quiet, it’s a good time to do this and get up to speed for 2026.
Venture: Farewell 2025
2025 has seen great strength in our gold and silver stocks and other exciting themes, such as space travel. This is the most exciting research service at ByteTree, which continues to improve.
Our Research
TMAI
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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
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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 - Q3 2025
In this Q3 2025 update, I shall review the model portfolios, named Whisky and Soda, which I have been managing since February 2016. I shall also touch on 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
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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.
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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.