Can vintage diversification improve investment portfolio performance?
This report provides analysis and evaluation of trends in the market for investment grade wines, and examines how different groups of wines have performed to help clients understand how best to structure their wine investment portfolios to optimise financial returns. The report specifically investigates the relative merits of holding Prime, Mid or Off Vintage wines, and the relative strengths of Bordeaux First Growths against Super Seconds, Second Wines and Right Bank Bordeaux.
Whilst it appears that the best performers have been improving in quality over recent years, the clear and unambiguous results of our investigation show that during different phases of the market different groups have been the best performers. This emphasises the need for a broad portfolio, varied not only just by region but also by vintage, and by extension quality. This is an investment strategy long advocated by our team at Vin-X and is a key part of the reason we have consistently and continually outperformed the market since our founding.
Develop your investment knowledge
Previously thought of as a somewhat exclusive asset that attracted only wine connoisseurs, fine wine investment is now an accessible and very popular option to those looking to diversify their portfolios. Our team of Fine Wine Experts and Analysts have developed an essential archive of specialist guides to assist you in understanding the finer details of fine wine investment. Click here to view our Markets Reports and Guides, or speak to a Vin-X Expert today on +44 (0) 203 384 2262.
Download our guide to fine wine investment for a comprehensive introduction to understanding wine as a tangible investment asset and how you can benefit from including it in your portfolio as part of your financial planning.
Our latest report provides a detailed insight into the most up-to-date market news, sector performance and specialist industry analysis. We have also included further analysis on the latest events, economic and geopolitical news, plus our Vin-X buyer recommendations.
Burgundy has been the top performing wine region in recent years and, given the extremely high values involved, investors need to know where the future growth potential lies in a broadening market.
The favourable tax treatment of fine wine is one of the many attractions of investing in this tangible asset, however, there are a number of considerations that must be taken into account. Download the 2020/21 report prepared by an independent expert.
Vin-X: Your fine wine investment partner
Since 2010, Vin-X has provided leading fine wine investment and portfolio management services to private clients, companies, charities and clubs. Our unique strategy, expertise in the financial and fine wine markets, and analytically-based, investment advice has effectively resulted in our bespoke portfolios historically exceeding market trends.
To find out more and start your wine investment journey, click here to arrange a call back with a member of our fine wine investment team.