Charlie Morris

Charlie Morris

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A Golden Year
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.

Investment Trusts Part III
TMAI · The Multi-Asset Investor, Pro and TMAI + Quality tiers

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
Venture · Pro tier

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.