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.
I’m getting very excited about this chart, which shows high-volatility stocks —the epicentre of the market bubble —and low-volatility stocks, which still haven’t noticed there’s been a bull market. The riskiest stocks have taken the lead, which is rarely a good thing.
Our global trends models have highlighted strength in the energy sector. Despite the low oil price, earnings have been resilient, so I've selected an undervalued energy stock exposed to high-growth countries.
The past year shows the $100k level in detail. This has the potential to be a major support level, as it has been tested so many times. But bad things can happen, so we shouldn’t count on it.
Following today’s update of The Multi-Asset Investor, “Boring Is Beautiful”, this information may be useful when trading.
The NASDAQ team, namely NVIDIA, Apple, Microsoft, etc., has reached 55% of the US cap. There can be no doubt that this is a major bubble.
In October, BOLD rose by 1.5%, Bitcoin fell by 3.1%, and Gold rose by 3.7% in USD terms. The month saw significant corrections for both assets, but it was encouraging to see the assets exhibit counter-cyclical behaviour.
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 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.
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.
