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About ByteTree
A quick introduction. I’m Charlie Morris, and I have been managing multi-asset portfolios for the best part of 30 years, mostly with HSBC.
In order to bring my knowledge and experience to a wider audience, in 2016, I started writing the Fleet Street Letter, which is now distributed to ByteTree clients as The Multi-Asset Investor. It is a weekly investment research newsletter backed by two model portfolios, which I call Whisky and Soda. I want to empower investors like you to learn about markets and manage their own portfolios at a genuinely affordable cost.
Let me tell you a bit more about what ByteTree offers in addition to the free research.
I’m a firm believer that a “value” investing approach is the best way to nurture and grow wealth over the long term. I’m also a believer that a properly balanced portfolio – one which adjusts for risk and embraces multiple asset classes - is the best way to protect capital through different economic cycles.
That’s why I created the Whisky and Soda portfolios, which I share in The Multi-Asset Investor letter. They are there to help ordinary investors manage their savings themselves and grow their wealth, long-term, with low risk. While this is no guarantee of future success, it has been a success so far, as you can see from the performance.
From inception on 29 January 2016 to 31 December 2025:
- Soda returned 155.5% (vs FTSE Private Balanced Index +117.2%)
- Whisky returned 293.0% (vs FTSE100 (inc. dividends) +133.1%)
That performance includes gains of 3.5% in Soda and 8.0% in Whisky in 2022, a tough year in markets (the S&P 500 fell 19.5%) when the ability to take a disciplined, contrarian view really mattered. All of this is done with an approach that tries to minimise risk.
I believe savers across the board should have access to our institutional quality portfolios for a fraction of the cost they would usually pay.
Many of our subscribers have told me how poorly they have been served by their advisors (both human and robot!) over the years, and I wanted to be able to offer an alternative. It’s a rigorous process, and it has worked so far. Slow and steady, avoid big mistakes, and size positions according to their riskiness - that’s what you’ll get from me.
Please visit Trustpilot to see what our subscribers say.
But it’s not just The Multi Asset Investor....
I write Venture too, which is for ByteTree Pro clients only. Here, I identify and recommend deep value stocks or special situations. It began by focusing on the UK, but is broadening its scope to identify the best opportunities around the world. You can see all our historical recommendations here:
Then, we also have ByteTree Quality, which offers investment research and a model equity portfolio. This strategy is built large, liquid companies with sustainable profitable growth and durable competitive advantages, at low valuations.
We also have ByteTree Global Trends, our trend following platform which has a free newsletter, data & analytics, and the Adaptive Asset Allocation Report (AAA) from financial legend Robin Griffiths and his partner Rashpal Sohan. They are pioneers in understanding the power of trends in making outsize returns, and their portfolio track record has been superb over a long timeframe. You will learn so much from them.
Rashpal and I have also developed Global Trends Investor (GTI). We share free weekly insights on the trends in the world's largest 200 stocks in GTI: Top 200, and in our paid service, GTI: Premium, we give clients access to the full suite of curated data and analytics on around 2,500 stocks.
We also cover Crypto in ByteFolio and Gold in Atlas Pulse, which I have been writing since 2012. Atlas Pulse made some great calls on Gold, including selling it in early 2013 and buying it back in 2018, ahead of a 65% surge. It is a must-read for gold investors as it keeps them on top of the ever-changing risks and rewards.
Better still, Bitcoin was first mentioned in Atlas Pulse in late 2013 when the price was $1,000. The opening remark was, “this was interesting, but let it fall 80% first”. It did, and I recommended it in 2015 at a price of around $250. That’s well over 300x since. Bitcoin became so important that I decided to spin off coverage, to give it the focus it deserves.
Alongside my co-founder Mark Griffiths, we have pioneered analysis of the Bitcoin blockchain since 2013. We continue to push into the wider space through ByteTree Digital. This is a fascinating new technology and, whatever you read, it’s not going away. Our ByteFolio newsletter shows you how we would construct a crypto portfolio on top of more detailed work on individual tokens and coins covered by Token Takeaway.
I’ll leave it there for now, as that's a lot to take in.
We also frequently comment on LinkedIn and Twitter, so follow us there, and we also have a YouTube Channel.
I hope you enjoy what you find at ByteTree.
Yours faithfully,
Charlie Morris
Founder, ByteTree
