PORTFOLIO COSTS

There are a few different ways you can invest.

 1) You can invest a lump sum into a portfolio and watch it grow, adding additional amounts as time goes on.

 2) You can join a fund or club and invest small amounts. This is a newer idea that generates much smaller profits but requires a much lower base amount.

 3) You can invest in an investment fund, run by a financial company that requires a minimum of £100,000 and generates medium yield profits. This option invariably means you will also pay tax (SEE TAX FREE INVESTMENT). If you are a private investor, I would suggest staying away from this option.

Remember, this is a market for people who understand patience, and value strong sensible growth.

Don’t expect the market to make you a millionaire overnight, and don’t believe anyone who tells you that your money will have multiplied in a year. This market just like everything else has no guarantees.

Your 2 main costs for wine investment will always be TIME & MONEY. This is a market with a minimum time of 18 months and the costs are at least £2000 per go. You want to put as much as possible into your fund, but this means what you can afford.

Don’t put all you eggs in one basket!

If you put 3k in every two months which is 18k a year, that would be a very strong, healthy amount. Obviously this is for people with high net worth status.

If you put 3k in every sixth months which is 6k a year, that would be a low- average amount, but you should look to build more.

A middle ground is always good, and you can invest whenever you like, so make sure you listen to advice just like any other market.

A good Bordeaux case (12 bottles) is going to cost £3-5k on average for a back vintage and should cost less for a futures option. Storage should be included in the price.

A good new world case (12 bottles) should be £300-400 per case and storage should be included. Most collections cost between £2-5k. Once again it is worthwhile remembering that this is not an area for beginners and it’s advisable to stick with Bordeaux.

Lafite Rothschild 2009
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Lafite Rothschild 2008
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Pétrus 2009
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