The Multi-Asset Investor Q3 2025 Performance Review

Описание: The Multi-Asset Investor portfolios, Soda (medium risk) and Whisky (medium-high risk), have shown outstanding performance so far in 2025. In this webinar, Charlie Morris, CIO and Founder of ByteTree, and Kit Winder, ByteTree Senior Equity Analyst, review the key markets of 2025, evaluate the multi-asset portfolio performance, and give an outlook for the remainder of the year. There was also time for investor Q&A at the end.

Please visit our website to learn more about The Multi-Asset Investor and our model portfolios for private investors: https://www.bytetree.com/the-multi-as...

DISCLAIMER: This entire presentation is for informational purposes only and in no way constitutes investment advice.

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🕒 TIMECODES 🕒
00:00 Welcome
00:47 About ByteTree
03:29 Key Markets in 2025
09:29 Dynamics in Low and High Risk Investments
11:53 Gold and Silver in 2025
15:58 BOLD
17:18 The Multi-Asset Investor Model Portfolio Performance
21:03 Q&A
21:25 Portfolio Benchmarks and Measurements
23:41 Safe Stocks if the Gold Price Turns
26:03 Emerging Markets
28:08 RICA and CGT Performance
30:58 Rebalancing Portfolios
32:17 Oil, Gas and Energy Sector
34:16 Property and REITs
35:53 Getting Started with ByteTree Model Portfolios
39:12 Adding Countries with Recovering Economies
41:20 Concluding Remarks

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