How to build a portfolio for wine investment - RareWine Invest

Have you ever wondered how to invest in wine and build the perfect wine portfolio for investment? In just 6 minutes commercial director at RareWine Invest, Rune Spliid, will guide you through an example of a wine portfolio for investment in this video.
This portfolio consists of Burgundy wines, Champagne, and finally, 'Rest of the World' exemplified by an Italian wine from Tuscany. This portfolio includes well-known brands such as Domaine Leroy, Domaine Dujac, Krug, Salon, and Louis Roederer's prestige cuvée Cristal.
You can find lots of inspiration here if you are curious about building the ideal portfolio for wine investing. Rune Spliid also addresses risk diversification and factors that make wine investment graded.
RareWine Invest is one of the leading wine investment companies globally and serves clients from all continents. RareWine Invest can assist you from A to Z in the process. At RareWine Invest, we take care of sourcing, storage on the bond, insurance, and anti-fraud inspection. We even take care of the sales process when you want to realize your wine portfolio.
This portfolio includes the following wine positions:
2011 Domaine Leroy - Vosne Romanée Beaumonts (Burgundy)
2017 Domaine Dujac - Bonnes-Mares (Burgundy)
2017 Bonneau Martray - Corton-Charlemagne Blanc (Burgundy)
2002 Salon - Cuvée S (Champagne)
2009 Louis Roederer - Cristal, Magnum (Champagne)
2004 Krug - Clos du Mesnil (Champagne)
2013 Soldera Case Basse - Toscana IGT (Tuscany)
Find out more about wine investment at rarewineinvest.com or watch this video about building a portfolio for investment.

[@andrewlyons6566]

Sad this gets so little hits - the recommendations are excellent far better than most UA-cam videos on this subject

[@RareWine]

Thanks a lot Andrew for your kind comment. Wine investment is still a niche but is getting more and more attention these years. The mass media is steadily putting more focus on alternative investments, and wine have outperformed most traditional assets during the last 15 years.

[@Jptoutant]

You keep your wine in the box? They dont need to be spun a quarter turn everyday ?

[@RareWine]

Yes, they are kept in the box at a stable temperature of 12 degrees Celcius and a humidity of 70-75%. Also, the box help to protect the wines from light. They do not need to be turned or rotated. In case you want to learn more about storage, I suggest this short guide about the storage of wine: www.rarewineinvest.com/news/2022/storage-of-wine-the-ultimate-guide/
Enjoy
- Lars, RareWine

[@dejandzananovic3174]

What do you expect with prices in coming recession?

[@RareWine]

Excellent question, @dejandzananovic3174 - Certainly, we see some opportunities in the market now that were not there a year ago, and more will follow in 2023. Generally, wine is known for its strong resilience during a crisis. We saw that back in the Financial Crisis in 2008, and we have also seen it during 2022. The Liv-Ex Fine Wine 1000 is up by more than 13 % for 2022 despite financial and political turmoil in the world. We recently analyzed the wine market and looked into possible worst-case scenarios for 2023.
You can write the article here: www.rarewineinvest.com/news/2022/status-of-the-wine-market-at-the-end-of-2022-and-a-first-look-at-2023/
Or you watch the video version: ua-cam.com/video/3k3XzR0_Y5Y/v-deo.html
I hope you enjoy it and thank you again for the question...
- Lars, RareWine Invest

[@mattcipdirce00]

No Bordeaux? How come?

[@RareWine]

Hi @mattcipdirce00, and thank you for a very relevant question. There are many factors to consider when investing in wine. As an investor, you are looking for an attractive price starting point, but the case with Bordeaux has been quite the opposite in recent years.
What drives wine prices up is the perfect imbalance between supply and demand. The demand for heavy Bordeaux wines is declining, but the prices have yet to follow.
Also, it is suggested that there has been an overproduction in Bordeaux, leading to the amount of wine exceeding the demand. We see quite the opposite in Burgundy, where production is extremely limited, and the demand for great Burgundy is enormous. The relationship between supply and demand is in favor of the investors, unlike Bordeaux.
Furthermore, changing preferences are seen all over the Western world. Modern consumers prefer more easily approachable and elegant wines to go with a lighter diet and less consumption of meat.
If we look at performance from an investor's perspective, the Liv-ex Bordeaux 40 index is up by only 9.1% in 5 years. In the same period, Burgundy 150 is up 56.1%, and Champagne 50 is up 62.8%.
Those are just some of the factors to consider. You can find more information about Bordeaux and the challenges in this article that we recently published on the subject: www.rarewineinvest.com/news/2023/analysis-of-french-wine-harvest-2023-double-trouble-for-bordeaux/
Enjoy
/Lars, RareWine

[@fredericpichette5348]

No Bordeaux, impossible.

[@RareWine]

@fredericpichette5348 thank you for bringing the subject up. There are many factors to consider when investing in wine. As an investor, you are looking for an attractive price starting point, but the case with Bordeaux has been quite the opposite in recent years.
What drives wine prices up is the perfect imbalance between supply and demand. The demand for heavy Bordeaux wines is declining, but the prices have yet to follow.
Also, it is suggested that there has been an overproduction in Bordeaux, leading to the amount of wine exceeding the demand. We see quite the opposite in Burgundy, where production is extremely limited, and the demand for great Burgundy is enormous. The relationship between supply and demand is in favor of the investors, unlike Bordeaux.
Furthermore, changing preferences are seen all over the Western world. Modern consumers prefer more easily approachable and elegant wines to go with a lighter diet and less meat consumption.
If we look at performance from an investor's perspective, the Liv-ex Bordeaux 40 index is up by only 9.1% in 5 years. In the same period, Burgundy 150 is up 56.1%, and Champagne 50 is up 62.8%.
Those are just some of the factors to consider. You can find more information about Bordeaux and the challenges in this article that we recently published on the subject: www.rarewineinvest.com/news/2023/analysis-of-french-wine-harvest-2023-double-trouble-for-bordeaux/
Enjoy
/Lars, RareWine