STA Monthly Meeting & Christmas Party – December 2012
Charlie will discuss his thoughts on the strategic and tactical allocation to gold. There are six strategies, of which five could be described as technical. He will give an applied example (in this case gold) how a flexible model can be constructed using a range of different parameters. The aim is to identify a bull market with longer term models and then position size using tactical models. The final result is an efficient portfolio with a strong attention to risk and reward without over trading. Not one model analyses the gold price in dollars.
Charlie Morris is the chief investment officer at ByteTree Asset Management (BTAM). He is a lead portfolio manager and develops both crypto and traditional investment strategies for BTAM. He has 23 years’ experience in fund management, where he has built a reputation for managing actively managed, multi-asset portfolios, with an emphasis on efficient diversification and risk management. Although well versed in traditional asset classes, Charlie is best known for his expertise in alternative assets, notably gold and Bitcoin.
Next STA Meeting
STA Meeting – November 2025
Future STA Meetings
STA Meeting – November 2025
STA Christmas Party & AGM
AGM for Full Members only (20 – 30 min at most)
All members welcome to the Christmas Party which will follow the AGM – please book in members area
Latest Blog Posts
- Trust Me, I’m a Technical Analyst by Trevor Neil: Why Charting Is as Important Now as Ever
- Why Networking Still Matters: Reflections from the STA Drinks at the National Liberal Club
- Fireside Wisdom: Clive Lambert in Conversation with Tony LaPorta
- Understanding Triple RSI Divergence: A Potential Warning Sign for the S&P 500
- Unlock Your Potential in Finance: Join the Society of Technical Analysts – No Qualifications Required











