Wine & Spirits Investment Report December 2021

The fine wine market continues to grow in value, yet finding new stocks is becoming more difficult. Negotiations are rather long as the thirst for fine and rare wine as an outperforming asset class continues in 2022. Demand is strong!

The world’s stock markets have been idling along. Since the huge growth, they have experienced in the last two years. Markets are taking a breather, will stocks go up again or will there be a major correction as interest rates and inflationary issues are affecting the growth of stocks.

 

First & Second Growth Bordeaux is no longer available below market value.

It is no longer possible to buy top-end fine wines below market value. In fact, it is quite a challenge to buy at market price. Sellers continue to raise their prices each week as demand increases to levels that were last seen in 2007. The lower-rated wines with poor critic ratings are the only parcels either available or not selling as quickly in the market.

 

How did the fine wine market perform this month?

Prices shot up this month, with some big increases on Ace of Spades Rose with an 18% rise in value. Dom Perignon Rose 2002, moved 9% up too. These were strong recommendations we invested in clients’ portfolios.

Overall performance was strong, the total Bordeaux valuations were up 1.48% while the Champagne & Rhone Valley market was up 2.52% for the period of March.

 

New website and fee structure coming very soon.

We are releasing a new website design for the Sure Holdings Blog. Hoping to make the site more accessible to you,

Our new pricing structure will take effect when the new site is launched in the next few weeks. The new pricing structure will. not apply to you until January 2023. Please take note of the size of your portfolio as it will reflect the pricing of your storage billing each year.

The minimum storage for one year will be back in effect at $15.00 per case per annum due to rising costs in warehouse charges.

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
+ 8.55%
Liv-ex Bordeaux 500
+ 8.25%
Dow Jones
+ 16.37%
Nasdaq Composite
+ 23.54%
UK FTSE
+ 12.31%
Shanghai Comp
+ 1.85%

We will source the best investment wines below market value according to your budget 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

If you are selling wine?

Our portfolio management team have been selling some clients wines this month, but due to the growth spurt in the market, we have eased off selling aggressively for you to enjoy the growth in the wines currently invested.

What are the best investment wines to buy now?  

Prices are difficult to negotiate lower than market price. Stock is limited, any stock requests or increases to your portfolio require around 2-4 weeks’ notice to find stock at the best price.¬†

The Figures for November

This month’s valuations showed the¬†Bordeaux market has increased by 2.03%¬†for the month.¬†Champagne and Rhone Valley wines have inecreased 3.12%.¬†
¬†–¬† ¬†48.0%¬†of the wines valued showed a positive return, while 10.1% showed a negative return and 41.9% 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 +2.12%¬†

Scroll down for the winners and losers for November versus December

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

Did you know we offer a full bespoke service?

This is how your portfolio is managed.

  • Wine Research¬†– Source and negotiate new wines.
  • Portfolio Analysis¬†– Assess your portfolio for wines that need to be¬†sold and¬†allocate new wines to your portfolio.
  • Logistics¬†– Manage the delivery and receipt of wines with new buyers and sellers¬†into the Bonded Warehouse in UK and France.
  • Billing¬†– Monitor funds from your wine sales and bill new wines to your portfolio to ensure an efficient cash flow to maximize your invested funds.
 

Read more 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 your returns. 

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

Welcome, if you need help or questions, let us know and our team are ready to help