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- About
- Research
- \- The Multi Asset Investor
- \- ByteTree Quality
- \- Venture
- \- Atlas Pulse
- \- BOLD
- Digital
- \- ByteFolio
- \- Token Takeaway
- \- ATOMIC
- More from ByteTree
- \- Global Trends
- \- ByteTrend
- \- The BOLD Report
- \- ByteTree Asset Management
- \- Free Resources
- Pricing
- FAQ

# ByteTree Research
### Empowering the private investor

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### **If you are investing your own money, ByteTree is here to make your life easier.**

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> ByteTree is an investment advisory service. We don’t manage your money, but we help you manage yours. Our mission is to help you with clear, actionable investment research. We deliver high-quality financial guidance at an accessible price.

Our flagship paid research service is called The Multi Asset Investor. It is run by our founder, Charlie Morris, following his career managing a global multi-asset fund at HSBC. It offers two portfolios: one is safe and steady, the other seeks higher returns with managed risk. Our track record of making money steadily goes back to 2016.

We also offer deep-value stock recommendations, trend-following strategies, and research on digital assets, as well as our bitcoin and gold ETF, BOLD. Discover more on our Publications, Pricing, and Trustpilot pages. With thousands of clients worldwide, we are dedicated to helping investors reduce risk and improve results.

**Safety, clarity, and success, through sound financial principles.**

## Latest Post



Venture · Sep 12, 2025 Pro tier

### Venture: Portfolio Update

Venture will become more global and be driven directly by the ByteTree Global Trends data set, which covers 2,500 stocks. There are two reasons for this.

- Charlie Morris

- All posts
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- Token Takeaway
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## Latest



Venture · Sep 12, 2025 Pro tier

### Venture: Portfolio Update

Venture will become more global and be driven directly by the ByteTree Global Trends data set, which covers 2,500 stocks. There are two reasons for this.

- Charlie Morris



Quality · Sep 11, 2025 ByteTree Quality, TMAI + Quality and Pro tiers

### Cocoa and Cash Flow

Our next recommendation in ByteTree Quality is a company with a world class portfolio of consumer goods brands. After a tough few years impacted by short term issues, it has entered buy territory for long term investors.

- Charlie Morris
- Kit Winder



Atlas Pulse · Sep 11, 2025 Members-only

### Gold and Elton John

This year, long-dated government bonds have been selling off, and as that has happened, the price of gold has risen. Gold’s correlation with bonds (prices, not yields) has turned negative for the first time since 2011.

- Charlie Morris



Quality · Sep 10, 2025

### Treasure Appreciation

💡It’s Kit writing to you today. As we launch the ByteTree Quality Portfolio, I wanted to take this opportunity

- Kit Winder



ByteFolio · Sep 10, 2025 Digital and Pro tiers

### The Great Setup

Bitcoin’s ByteTrend Score remains at a 2. The price has turned up, and with the strong month of October just three weeks away, it is right to be bullish.

- Charlie Morris
- Shehriyar Ali



TMAI · Sep 9, 2025 The Multi-Asset Investor, TMAI + Quality and Pro tiers

### A Healthier World

We have come a long way, and the good news is that government debt and deficits have finally made front-page news. At the very least, that means the problem has now been flagged.

- Charlie Morris

Prev Page 1 of 180 Next

## Our Research



TMAI · Aug 24, 2025

### The Multi-Asset Investor

A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets

- ByteTree



Quality · Aug 22, 2025

### ByteTree Quality

ByteTree Quality offers investment research and a model equity portfolio, which recommends large, liquid companies with sustainable profitable growth and durable competitive advantages, at low valuations.

- ByteTree



Venture · Mar 5, 2024

### Venture

For experienced investors looking for more opportunities

- ByteTree



BOLD · May 15, 2023

### BOLD

BOLD aims to deliver protection against monetary inflation, giving optimal risk-adjusted exposure to Bitcoin and Gold

- ByteTree



Atlas Pulse · May 15, 2023

### Atlas Pulse Gold Report

Atlas Pulse (est. 2012) is a monthly report on the gold market, written by Charlie Morris

- ByteTree

## Digital Research



Token Takeaway · May 15, 2023

### Token Takeaway

Looking beyond Bitcoin

- ByteTree



ByteFolio · May 15, 2023

### ByteFolio

A model portfolio designed to outperform Bitcoin

- ByteTree



ATOMIC · May 15, 2023

### ATOMIC

ATOMIC, the Analysis of Technical, On-chain, Macro, Investment Flows and Crypto Stocks

- ByteTree

## Featured



TMAI · Jun 8, 2025 Members-only

### The ByteTree Broker Survey 2025

ByteTree clients often ask me, Which is the best broker? There are many “brokers” where you can buy and sell

- Charlie Morris

## More from ByteTree



· Aug 28, 2025

### Free Resources

We have put together a range of free reports for you. They cover a range of topics, such as key

- ByteTree



ByteTree Blog · Aug 15, 2025 Featured

### ByteTree Blog

Occasional posts from the ByteTree team on a range of financial topics.

- ByteTree



Nov 14, 2024 Featured

### Become a ByteTree Affiliate

If you are a fan of ByteTree Research, you can help spread the word with our affiliate program.

- ByteTree



aaa · May 12, 2023 Featured

### The AAA Report Has Moved

A model-driven business cycle trend-following approach to investing.

- ByteTree



ByteTree is a leading provider of high-quality investment research in traditional finance and digital assets. Our experienced market pros construct easy to follow risk-managed model portfolios.

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Research

- The Multi Asset Investor
- ByteTree Quality
- Venture
- Atlas Pulse
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Digital Research

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- Token Takeaway
- ATOMIC

More from ByteTree

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- The BOLD Report

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