Compare the Invest Into Wine Index with the London Vintners Exchange Index and the world’s stock markets in the table below.
Performance for 2023 |
Year to Date |
|---|---|
|
Invest Into Wine Index
|
+ 7.96%
|
|
Liv-ex Bordeaux 500
|
- 1.4%
|
|
Dow Jones
|
+ 2.75%
|
|
Nasdaq Composite
|
+ 12.62%
|
|
UK FTSE
|
+ 7.42%
|
|
Shanghai Comp
|
+ 4.36%
|
Our expertise is in sourcing the best investment wines according to your budget & strategy. Contact us if you wish to increase the size of your portfolio and grow your future.
Be the best investor you can be by investing in fine wine for your future.
If you are selling wine?
Sell only first growth wines from your portfolio at year end. Other regions tend to be slower at the end of a bad year for the economy.
What are the best investment wines to buy now?
Buy what is cheap in the market at this period of the year. Look for the bargains, below market stock that can set you up for a good start to a profitable year in 2023.
The Figures for February
This month’s valuations showed the Bordeaux market has decreased by -0.76% for the month. Champagne and Rhone Valley wines have increased by 0.11%.
25.7% of the wines valued showed a positive return, while 31.8% showed a negative return and 44.6% 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 DOWN -0.68%
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
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
Discretionary Investment Managed portfolio Agreement
Questions?
