December 2016 Wine Investment Report

December 2016 Wine Investment Report

This month showed another increase in the fine wine market. Data from the London Vintners Exchange Index showed strong performance for the month of November. Our valuations also showed a positive increase in line with the index results.

Bordeaux wines showed an increase of 0.89% in December versus November and a decrease of 2.20% for Rhone Valley and Champagne. Some pull back was expected in November considering the large upswing in the previous months valuations.

The outlook for the fine wine investment market remains bullish and upbeat for 2017. We do not see signs of a slowing in this market and good quantity of Bordeaux wines are becoming ever increasingly difficult to source.

54% of the wines valued showed a positive return, while 26% showed a negative and 20% remained the same. 81% are made up of Bordeaux while 19% are made up of Champagne and Rhone Valley.

The overall gain for ALL the wines valued this month was an increase of 0.60% – See below those winners and losers for December versus November.

Impressed with these results? – If you have friends or family who would benefit from a wine portfolio as part of their investment strategy, do send them this update and ask them to email us at info@sureholdings.com.

Chateau Mouton 2009, Invest into Wine, Sure Holdings, Fine wine Investment, Good Returns, BordeauxAppended below are the five top gainers and five bottom movers based on our wine valuations for the month of November compared against October.  Prices are taken from over 100 wines, which we are tracking and evaluating on a monthly basis. These wines are inclusive of all our recommendations over the last fifteen years.

The prices will be evaluated every month and will be reflected in your online portfolio.  Please log on to our website to review any changes in your wine portfolio which do not appear in the list below or contact your broker, for an update of your portfolio.

December 2016

         
Top Gainers          
Wine and Vintage Bid Price Ask Price Gain % Last Mths Bid
Mouton Rothschild 2009 Full Case 5225 5775 15% UP 4560
Carruades 2006 Full Case 2185 2415 10% UP 1995
Latour 1998 Full Case  3895 4305 9% UP 3563
Haut Brion 1999 Full Case 3401 3759 8% UP 3138
Lafite Rothschild 2007 Full Case 5843 6458 8% UP 5415
           
Bottom Movers          
Wine and Vintage Bid Price Ask Price Loss % Last Mths Bid
Hermitage Jaboulet 2010 Full Case 1265 1399 -17% DOWN 1530
Chateauneuf du Pape Pegau Cuvee Da Capo 2007 Full Case 3610 3990 -13% DOWN 4126
Lafite Rothschild 2003 Full Case 7885 8715 -8% DOWN 8550
Mouton Rothschild 1989 Full Case 3325 3675 -8% DOWN 3610
Dom Perignon Brut Champagne 2003 Full Case 1045 1155 -7% DOWN 1121

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