Wine & Spirits Investment Report October 2021

Wine & Spirits

Investment Report

October 2021

Another strong month for the wine market, especially the Bordeaux First and Second Growth Chateaux.

As asset prices increase around the world, the wine market follows the trend and is starting to grow at a pace that we saw back in 2005 when mainland Chinese investors came in aggressively buying up stocks of top fine and rare wine.

Asia begins to open back up following a two-year pandemic, this exciting growth is expected to continue. As F&B outlets prepare to open up again.

Asset prices rising globally with inflation worries and cheap money contribute to the effects of this growth spurt.

This month over 50% of wines valued went up in value, versus only 3.4% that went down.

Bordeaux market performed superbly, with 2.29% growth in one month.

The Crypto market has also been rallying excessively this month, with Bitcoin reaching a high of $62,757 for one Bitcoin.  There could be a large pullback this week. Be careful entering a market at such a high, last time BTC hit $64,000 it came crashing down to $30,000.  The reason for the latest rally is the first Bitcoin ETF is set to debut on Monday/Tuesday. Hence the growth does make more sense as more money is likely to enter the Crypto space. Check out and sign up to get in on the ICO launch.

Stock markets remain buoyant, although have seen some dips lately. They continue to rebound almost as quickly as the Crypto space.¬† Confidence in the recovery of the world’s economy is still high, yet there is uncertainty around this topic.¬† In reality, it is impossible to call the speed of a global economic recovery as pandemic fears wear off.

Oil prices continue to rally at $83 dollars/barrel. Despite the rhetoric from governments and corporations as they attempt to move into greener energy. 

Comments or Questions?

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 Year to Date
Invest Into Wine Index                                        + 7.67%                   
Liv-ex Bordeaux 500                                        + 7.87%                   
Dow Jones                                        + 14.07%                   
Nasdaq Composite                                        + 15.01%                   
UK FTSE                                        + 11.57%                   
Shanghai Comp                                        + 2.86%                   

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


If you are selling wine,
Champagne has a lot of interest, same with the top Bordeaux. But the top Bordeaux will be a hot commodity for a while if you can get your hands on them, dont let them go so easily.

If a wine is in the ‚Äúfor sale‚ÄĚ section of your portfolio 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 re-allocated.

What are the best investment wines to buy now?  
First growth high-rated vintages although hard to find, will give some excellent growth over the next 1-2 years. Second growth wines are in high demand but they will appreciate later as the market runs dry of first growths.

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 

Latest Offers

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The Figures for September

This month’s valuations showed the¬†Bordeaux market has increased by 2.29%¬†for the month.¬†Champagne and Rhone Valley wines have decreased 1.82%.¬†
¬†–¬† ¬†50.7%¬†of the wines valued showed a positive return, while 3.4% showed a negative return and 45.9% remained the same.¬†¬†
–¬† ¬†83.1% of our portfolio is Bordeaux while 13.5% 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 +2.25%

Scroll down for the winners and losers for Septmber versus October

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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 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

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 to confirm your portfolio is under management to maximize on your returns.

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

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