Vinovest: Investing in fine wine & whiskeys has never been easier

A simple modern platform grants anyone access to these uncorrelated asset classes

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After a year which brought on one of the worst performances in history for the traditional 60/40 stocks and bonds portfolio, interest in alternative investments has never been higher.

These days, investors are hunting for returns wherever they can get them and that sometimes means looking in unusual places.

Increasingly, they are turning to wine & whiskey – asset classes that are largely unaffected by the underlying causes of recessions or increased inflation.

Today, we’re looking at why these uncorrelated asset classes should be on every investor’s radar and Vinovest – the platform making it easier than ever to access them.

Wait…you can invest in wine and whiskey?!

Yup, you sure can! But should you?

To answer that question, let’s check the tape.

The Liv-Ex Fine Wine 100 Index is a widely used benchmark throughout the industry. It tracks the movements of 100 of the most sought-after wines on the secondary market and thus serves as an excellent gauge for the health of the asset class. Think of it as the S&P 500 of wines.

In 2022–which again, saw the 60/40 portfolio get crushed–fine wine prices actually increased +7%:

Zooming out from the top 100 wines, the top 1,000 showed even larger price increases.

Nearly 2x larger, in fact: Liv-Ex’s Fine Wine 1000 Index posted a +13% gain in 2022:

Looking back further, fine wine has averaged an annual return of 10.6% over the last 30 years and it even outperformed the S&P 500 over the last 4 recessions.

When it comes to the whiskey market, it has been booming since 2019 saw annual records for bottles sales and total value.

Those figures have since been topped and show no signs of slowing down – through the first 11 months of 2022, values for bottles have jumped 20% while sales volumes increased 23%.

While these asset classes are not going to mint any new millionaires overnight (i.e., this is not a get-rich-quick scheme), their consistent long-term performance represents an attractive opportunity for uncorrelated returns.

Investing is now easier than ever

Previously reserved for the ultra-wealthy and always limited to exclusive auctions, investing in wine is now accessible to anyone, thanks to Vinovest.

What used to require nightmare logistical planning for proper storage, transportation, and insurance–all of which can be costly–is now as easy as investing in stocks.

Vinovest’s simple and modern app grants users access to its exclusive limited vintages and wine network on an easy to use platform.

And not just access, but guidance.

Only 1% of wines at the grocery store are investment-grade which means identifying the right bottle can present a challenge for most.

Vinovest serves as your “investor sommelier” by leveraging a combination of world-class (real life) sommeliers with its quantitative investment model.

This proprietary algorithm analyzes millions of historical data points like critic scores, current age, producer’s brand equity, risk-to-return ratio, liquidity, and secondary market pricing to estimate a wine’s value.

Once registered, users complete a quick questionnaire which puts their investor sommelier to work on constructing a personalized portfolio designed to meet their goals.

It then leverages its global network of connections to purchase wine on their behalf at the best possible price to maximize your portfolio’s value.

As for the logistical nightmare stuff we mentioned earlier – the transportation, insurance, and storage – Vinovest handles all of that for you.

That means no worrying about costly shipping costs, broken bottles, or insurance for broken bottles.

It also means you can own a portfolio of high-quality fine wines without the need to build out an expensive wine cellar to house your investments.

In fact, with Vinovest your bottles will be kept at the same site used by the British royal family to store their wines.

Simply put – Vinovest does all the heavy, costly, and boring heavy lifting for you.

The Bottom Line

Wine and whiskey are gaining momentum.

Their consistent long-term performance and resilience through turbulent times have brought them front and center for many investors looking for uncorrelated assets amid highly volatile and unpredictable markets.

Vinovest offers all users (not just accredited investors) direct ownership of these recession-resistant asset classes with multiple portfolio options and a world-class wine marketplace.

Check out more on how it works here!

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