I'm Charlie Morris, and I founded ByteTree to give private investors the kind of research that used to be reserved for institutions.
Before this, I spent over two decades in fund management, including running £3bn in Multi-Asset funds at HSBC. The conclusion I reached, after all those years, is simple. With good information and a steady temperament, a private investor can do better than most advisors will ever do for them. That's what we're here to help with.
Here's what you'll receive as a free member:
- Atlas Pulse, my monthly gold report, running since 2012
- BOLD, our monthly Bitcoin + Gold report
- Free previews of all paid research
- The ByteTree blog, offering timely insights on the markets
Why We Exist
Most investors I meet are frustrated. They've tried IFAs who charge 1% to underperform the index, or robo-advisors who don't really know them. They want to take the wheel, but the research landscape is either confusingly complex, paywalled by institutions, or simply not very good.
We try to do the opposite: institutional-quality research, written plainly, at a fraction of the cost. At ByteTree, we gives answers with conviction, tracked in model portfolios for full accountability.
The Numbers
Our flagship newsletter, The Multi-Asset Investor, runs two model portfolios. From inception (January 2016) to 31 March 2026:
- Soda (low risk): +162.8% vs. the FTSE Private Balanced Index at +113.0%
- Whisky (medium risk): +307.3% vs. the FTSE 100 at +140.0%
The year 2022 was an important one. The S&P 500 fell 19.5%. Soda returned +3.5%. Whisky returned +8.0%. Capital preservation matters as much as growth, and the years you don't lose money are the years that compound.
What Our Subscribers Say
"If you're looking for an active portfolio service with a proven track record that will protect and boost your investment portfolio in an uncertain world, you will find it at ByteTree, and I recommend it above anything else." – David P.
"I have been following Charlie Morris for the past 10 years and his knowledge and discipline in wealth management has been both honest and insightful resulting in a growing and stress-free portfolio.” – Judith S.
You can read more on our Trustpilot page.
The Team
I write alongside Kit Winder CFA, our senior equity analyst, who joined in March, 2025 from Southbank Investment Research. Kit supports all the research, and we co-author ByteTree Quality (the best companies in the world, bought at low prices). We are supported by a global team.
When you're ready for more
Most clients start with The Multi-Asset Investor for our weekly thinking and the two model portfolios. The natural next step is the TMAI + Quality bundle at £49/month. This is our best-value tier, and where most serious private investors end up. If you want everything we publish, Pro at £99/month covers the lot, and is the only way to access our Venture portfolio.
You can also follow us on X, LinkedIn and YouTube.
Welcome aboard. I'm glad you're with us.
Yours,
Charlie Morris
Founder, ByteTree
