March 2018 Wine Investment Report

March 2018 Wine Investment Report!

The figures for March

This month’s valuations showed an increase for the Champagne and Rhone Valley wines UP 0.14% and for the Bordeaux market which was also a gain UP 0.14% for the month.
 –   31% of the wines valued showed a positive return, while 24% showed a negative and 46% remained the same.  82% are made up of Bordeaux while 18% are made up of Champagne and Rhone Valley.
–    The overall gain for ALL the wines valued this month was an increase of +0.14%

See below the winners and losers for March versus February.

Château Lafite Rothschild 2007, First Growth, has grown high percentage of 80.9% since our recommendation last February 2010. A great wine from the Premier Crus of 1855 Classification.
Château Latour 2004, another First Growth, has increased to an impressive 72.5% since we recommended it to you as a buy in December 2008. A truly impressive 1st Grand Cru Classe wine with a score of 95/100 from wine critic, Robert Parker.

MARCH 2018

Top Gainers          
Wine and Vintage Bid Price Ask Price Gain % Last Mths Bid
Angelus 2009 Full Case 3230 3570 8% UP 2993
Mouton Rothschild 1989 Full Case 3753 4148 7% UP 3515
Dom Perignon Rose 2003 Full Case 2128 2352 7% UP 1995
Pichon Lalande 1986 Full Case 1900 2100 5% UP 1805
Carruades de Lafite 2008 Full Case 2451 2709 4% UP 2366
Bottom Movers          
Wine and Vintage Bid Price Ask Price Loss % Last Mths Bid
Carruades de Lafite 2007 Full Case  2375 2625 -5% DOWN 2497
Leoville Las Cases 2009 Full Case 1967 2174 -4% DOWN 2043
CDNP Janasse VV 2009 Full Case 893 987 -4% DOWN 926
Haut Brion 2001 Full Case 3396 3754 -3% DOWN 3515
Margaux 2006 Full Case 3496 3864 -3% DOWN 3610
March Wine Investors Analysis
We had an excellent finish to the year, even though December most wine merchants are closed for several weeks.  The London Vintners exchange reported a doubling of trade during the Christmas week from the previous year. Good news that the market was even very active during the Christmas period.. A fine finish to the year! The wine market has been on the rise since November 2015, which has given us a solid 2 years of steady growth!

At the end of the years finish with Champagne and Rhone Valley wines UP 0.57% and the Bordeaux market, UP 0.43% for the month. We saw modest but solid gains. The Champagne market rose in December, Perrier Jouet Blanc de Blanc 2002 and Dom Perignon Rose 2002 both up 6% for the month. We have both these champagnes in our portfolio.

According to Liv-ex the Lafite Rothschild helped push the First Growth market share to 26.5% in December, up from 21% in November. The 2013 and 2014 vintages were the two most traded wines by value in December. Other brands that are trading well are Petrus especially for its 2006 vintage.

Some of the bigger Chateau have been moving stock off their books which opens up a potential opportunity to buy first growths at a reasonable price. This is due to them holding on to far too much fine wine over the last 6 vintages while these en primeur years were quiet. With excess stock of wine on their books it produces weak financials. Therefore a slow release of more stock into the market is necessary for them to report better earnings.

Email us if you wish to participate in the excess stock offerings by the big Chateaux. Its a great opportunity for you.

With global stock markets at all time highs, there is plenty of liquid capital in the market which will allow the excess stock coming onto the market to disappear very quickly.


James E Pala
Europe’s Number 1 Fine Wine Investment Analyst
Click here to speak to me

Follow article at February Wine Price Update

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