In this Q4 2025 update, I shall review the model portfolios, named Whisky and Soda, which I have been managing since January 2016. I shall also touch on some of our other services.
It is hard to ignore the gold versus copper relationship. Copper has never been this cheap versus gold, and on a long-term view, these will converge again.
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.
I hope you had a good Christmas. The New Year beckons, and 2026 is going to be another interesting year.
This week, we find ourselves in Latin America with another straightforward and compelling value situation.
After 50 years, silver breaks to a new all-time high. Venture’s gold and silver stocks are doing very well.
