Venture: Global Mining
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.
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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.
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.