Wine & Spirits Investment Report May 2023

Uncorking Opportunities: A Look at Wine Investment Trends in May 2023.

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
- 0.81%
Liv-ex Bordeaux 500
- 1.3%
Dow Jones
+ 1.16%
Nasdaq Composite
+ 17.58%
UK FTSE
+ 3.89%
Shanghai Comp
+ 7.45%

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 May

This month’s valuations showed the Bordeaux market increased by 0.22%. Champagne and Rhone Valley wines have decreased by -0.71%.

23.6% of the wines valued showed a positive return, while 40.5% showed a negative return and 37.8% 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%

Overall, there was a 0.14% increase in the value of all wines this month.

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

Code of Ethics

Discretionary Investment Managed portfolio Agreement

 

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.

 

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