Do You Believe in America?
Some companies need little introduction.
ByteTree Research
Empowering the private investor
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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, a long-term quality investing service, 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.
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Do You Believe in America?
Some companies need little introduction.
Venture: Japan Internet
Semiconductor stocks are seemingly the only game in town, driven by booming chip prices, in the scramble to generate compute.
AI Agents: Crypto’s Next Wave?
There is a new wave of innovation emerging in the crypto industry: AI Agents.
The Church and the Casino
The market always feels like a church with a casino attached. People can move between the church and the casino.
Venture: Portfolio and Track Record
I have decided that the time has come to express the performance of ByteTree Venture as a portfolio. That means not just buy and sell prices with dividends, but also weights.
BOLD
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Bitcoin Leads the Rally
Bitcoin has led global equities in April and has proved resilient in a haphazard market environment.
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 - Q1 2026
With so much uncertainty, I believe it is right to maintain lower exposure to risky assets and a wider degree of diversification than normal.
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.
Featured
Become a ByteTree Affiliate
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.