Wine & Spirits
Investment Report
August 2021
Below list shows all new wines invested in 2020. The total return is currently 15.45% UP.
Have a question?
support@SureHoldings.com
Starting a wine portfolio? Open an account HERE.
Add funds to your current portfolio? Click HERE.
We will source the best investment wines below market value according to your budget and add them to your portfolio.
Need to take funds out of your portfolio? Click HERE
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 | + 3.93% |
| Liv-ex Bordeaux 500 | + 5.05% |
| Dow Jones | + 14.01% |
| Nasdaq Composite | + 12.83% |
| UK FTSE | + 9.26% |
| Shanghai Comp | + -0.22% |
If you are selling wine,
Champagne and Rhone Valley are showing excellent returns and there is more demand starting to appear in these markets lately.
If a wine is placed “for sale” it could already be sold and re-allocated to new wine. A liquidation form must be completed before placing a wine for sale to ensure it is not reallocated.
What are the best investment wines to buy now?
It is becoming harder to source wines below market value due to the demand in asset prices lately. First-growth wines remain bullish and second-growth wines are also in strong demand. Champagne and Rhone Valley are much lower entry points for investment. But they can be a longer-term investment return, if you are prepared to wait, the growth can be excellent.
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 portfolioDiscretionary Investment Managed portfolio Agreement
Email support@sureholdings.com
to confirm your portfolio is under management to maximize on your returns.
The Figures for July
This month’s valuations showed the Bordeaux market has increased by 0.78% for the month. Champagne and Rhone Valley wines have decreased 1.25%.
– 43.15% of the wines valued showed a positive return, while 13.7% showed a negative return and 43.15% 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 +0.82%
Scroll down for the winners and losers for July versus August.
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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