Why wine
Discover wine investing
Learn why wine investing not only delivers delight, but also consistent returns that have outpaced the stock market. Fine wine has outperformed the Global Equity Index for the past 15 years, including during downturns.
Wine Performance Explained
Several factors drive wine prices up over time. These factors make wine an ideal investment for good times and the not so good times.
Scarcity
Wineries often make investment-grade wines in limited quantities — a few hundred bottles or so. That number will only fall with time as people drink them.
Aging
Wine improves with time. The astringent compounds mellow while in storage, helping to bring out new flavors and textures in the wine.
Brand Equity
Screaming Eagle. Château Cheval Blanc. Domaine de la Romanée-Conti. These estates rank among the most prestigious names in wine and can command six figures for a single bottle.
~ Grow your passion and returns ~
Benefits of Fine Wine Investing
Inflation-Resistant
Inflation can make your groceries, gas, and rent more expensive. However, it has little effect on fine wine, making it the perfect antidote to rising prices.
Recession-Resistant
Time and again, fine wine weathers economic downturns. During the Covid-19 Recession, the Dow Jones and S&P 500 plummeted -22.7% and -19.6%. Fine wine? It only fell -1.4%
Low Volatility
Stocks, bonds, and mutual funds are vulnerable to similar factors. If the market tanks, so do these investments. Fine wine’s low correlation with traditional markets makes it the ideal portfolio diversifier.
Direct Ownership
You only own stocks and bonds on paper. At Wine702, you own every wine in your portfolio 100%. You can buy, sell, or drink at your choosing.
Tax Advantages
Our bonded warehouses don’t charge an excise duty and a value-added tax (VAT). That way, we can pass significant tax advantages to our clients.
Diversified Portfolio
Stocks, bonds, and mutual funds are vulnerable to similar factors. If the market tanks, so do these investments. Fine wine’s low correlation with traditional markets makes it the ideal portfolio diversifier.