Wine & Spirits Investment Report August 2022

As inflation continues to hamper the economy. It seems a never ending up & down battle for the stock market.

The fine wine investment market has been very active and is doing very well. Sales and values of strong vintages remain buoyant.

We hit 8% for the year in growth for our valuations, our wine investment fund is doing even better.

There are a lot of investors seeking top quality vintages at the right price. With both buyers & sellers activity. the wine investment market is consistently performing as a healthy & vibrant market.

I recently visited Bordeaux, with a trip to both our warehouses in the UK & France

My recent trip to Bordeaux was quite spectacular. But every time I visit Bordeaux it is a visit to remember. I visited a total of 8 first and second growth Chateaux in the Bordeaux region.

What inspires me is how these Chateaux maintain themselves consistently at the top of their game. it is truly one of the best places in the world to visit. You can smell the history in every property dating back to the 15th century and some even earlier. I never get bored!

There were 3 key topics that i took away from this trip.
We continued¬†discussions on¬†creating Crypto NFTs¬†for cases and bottles of fine wine. A venture we have ongoing with BoozCoin.com – It’s exciting to be at the forefront of what could dramatically change the fine wine world forever. Offering security against fraud, plus adding value to the market with new crypto enthusiasts tapping into a market they might never had access to before.¬†

Secondly, I suggested bringing investors to the Chateaux once a year.  I was ecstatic when they offered to host us for a dinner, wine tasting plus spend a night in the Chateaux with our party!  Many of them offered this without me even suggesting. What an opportunity to meet with investors in Bordeaux and take them on this amazing journey.  These chateaux are not normally open to the public for private guests. 

The pandemic has a put strain on many marriages, this could be a great opportunity for you to re kindle your marriage after a tiring three years of covid.  Bordeaux is known as one of the most romantic destinations in the world. Drop us an email if you are interested in going. We can only take max 10 people per trip. 

I also negotiated some amazing parcels of wines, with one of the largest negociant in Bordeaux. A long time partner.¬†They will release to us privately without offering to the rest of the market over the next few months. I’ve had my investment team vet the prices and our research has shown they are below market value.¬† These are direct from the Chateaux with perfect provenance. You can not buy a more perfect stock. Which will add tremendous value to your investment portfolio.¬†

My focus now is to sell wines in your portfolio to make room for these new investments. They will be immediately in profit the minute you buy them. Because our margins are lower than any wine investment analyst in the world. 

I did a full stock take in our Bordeaux warehouse and visited the UK warehouse. Both locations are working well, I can report things are going well. 

Check out the video below.¬†This is just one of my visits to Chateau Latour. I’ll post more when we have edited the footage.

Kind regards
James Pala
Founder – Sure Holdings with Invest Into Wine

Fine wine investment market performance:


The Bordeaux investment wines performed very well this month. Rhone Valley & Champagne took a dip. This balanced out the overall return with an increase of 0.81% for the month.

Pavie 2009 & Mouton 1989 had a great month with a 9% jump in price. Haut Brion 2019 which was a recent recommendation has already increased 4% in just a few months.

The current growth for all our valuations is 8% over 8 months which is a very healthy return & still 4 months of the year left.

 

Read up on our blog: https://sureholdings.com/blog/
– The new fee schedule will only apply in 2023 for existing clients.
– Our goal is to bill your storage fees in US Dollar in future with an auto credit card debit system for a smoother storage billing process. This is planned for rollout in 2023.

Email support@sureholdings.com for a recommendation on what wines to invest in today.

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

Performance for 2022
Year to Date
Invest Into Wine Index
+ 8.0%
Liv-ex Bordeaux 500
+ 4.8%
Dow Jones
- 7.09%
Nasdaq Composite
- 16.06%
UK FTSE
+ 1.58%
Shanghai Comp
- 9.977%

We can source the best investment wines according to your budget and add them to your portfolio. Contact us if you wish to increase the size of your portfolio and grow your future asset holding. 

Be the best investor you can be and grow a great wine portfolio for your future.

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 August

This month’s valuations showed the¬†Bordeaux market has increased by 1.01%¬†for the month.¬†Champagne and Rhone Valley wines have decreased -1.28%.¬†


¬†–¬† ¬†19.6%¬†of the wines valued showed a positive return, while 27% showed a negative return and 55.4% remained the same.¬†¬†
 
–¬† ¬†81.5% of our portfolio is Bordeaux while 13.2% is Champagne and Rhone Valley, with¬†Whisky investments & others make up 3.3%

–¬† ¬†The overall change for ALL the wines valued this month was UP +0.81%¬†

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

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. 

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