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
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% |
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
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 portfolioCode of Ethics
Discretionary Investment Managed portfolio Agreement
Email support@sureholdings.com
to confirm your portfolio is under management to maximize on your returns.
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.
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
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