Wine & Spirits Investment Report May 2021

Wine & Spirits

Investment Report

May 2021

The image at the top represents the total return on investment for recommendations made in 2020. Wine market remains buoyant for younger vintages and the market is growing consistently as expected for fine and rare wine and whisky investing.  The beauty of wine investing is its ability to consistently perform year after year.

Have a question?

support@SureHoldings.com

If you want to learn how we are achieving high growth, start a wine portfolio or add funds to your existing portfolio today. Start by opening an account HERE.

 

Planning to increase your investment portfolio? Click HERE to add funds today. We will source new wines below market value and add them to your portfolio.

 

Hope you are keeping well. Have a great weekend.

Kind regards
James Pala

Europe’s No 1 Wine Investment Analyst

Founder SureHoldings.com

Compare the Invest Into Wine Index with the London Vintners Exchange Index and the world’s stock markets in the table below.

Performance for 2021

Invest Into Wine Index                                        + 2.69%     
Liv-ex Bordeaux 500                                        + 2.78%
Dow Jones                                        + 12.37%
Nasdaq Composite                                     + 6.00%       
UK FTSE                                        + 9.15%
Shanghai Comp                                        + 0.70%    

 

02 image

If you are selling wine, If you need to access capital in your portfolio, complete the Portfolio Liquidation Form and we will sell your wine at the best price until your liquidation amount is achieved. 

What are the best investment wines to buy now?  We are negotiating in the Bordeaux Market for undervalued stocks.  If you are looking at specific regions such as Burgundy, Rhone, Champagne, just reply to this email with your requests and we will source a case of wine for you below market value. 

Latest Offers are emailed every Monday and Thursday from WineTrade@SureHoldings.com 

 

Latest Offers

Fully managing your portfolio is part of the standard service

We have four teams managing your portfolio.

  • Wine Research – Source and negotiate new wines.
  • Portfolio Analysis – Check your portfolio and look for wines that need to be liquidated and allocate new wines to your portfolio.
  • Logistics – Organise the correct delivery of new wines into the Bonded Warehouse to ensure a smooth collection and no hiccups along the way.
  • Billing – Bill the new wines to your portfolio and update the live portfolio for your reading pleasure.

If you did not request for your portfolio to be managed, contact us immediately to get it switched on to maximize the return on your investments.

Read more on the links below:
Investment Statement Discretionary investment managed portfolio

Code of Ethics

Discretionary Investment Managed portfolio Agreement

Email support@sureholdings.com to confirm your portfolio is under management to maximize on your returns.

03 image
04-image

The Figures for April

This month’s valuations showed the Bordeaux market has increased by 1.03% for the month. Champagne and Rhone Valley wines have increased 0.91%. 
–   44.5% of the wines valued showed a positive return, while 17.8% showed a negative return and 37.7% remained the same.

–   82.9% of our portfolio is Bordeaux while 13.7% is Champagne and Rhone Valley and our new addition of Whisky investments make up 3.4%

–   The overall change for ALL the wines valued this month was UP +1.02%

Scroll down for the winners and losers for April versus May.

05-image

Below are the five, top and bottom movers compared to the previous month. Over 100 wines are valued each month. The wines valued are ALL OUR recommendations from the last fifteen years.

The new prices, are reflected in your online portfolio every month.

Please log on to our website SureHoldings.com to view your wine portfolio and email us back if you wish to ask anything about which wines that can help build your wine portfolio.

Yours Sincerely,
Client Services

To view our terms and conditions click here

05 total gain-loss
08 may2021
09 may2021
10 image
11 image
Questions?
Visit our FAQs.
Live chat is available during operating hours so you can talk to a real live human if you have questions about your account or even need help meditating

Share this page

Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn
Share on pinterest
Pinterest
Share on reddit
Reddit
Share on tumblr
Tumblr
Share on telegram
Telegram
Share on whatsapp
WhatsApp
Share on email
Email
Share on facebook
Facebook