Case Studies
£25,000 Wine Investment Portfolios
Total investment including 20% fees: £31,250
Classic Mixed Portfolio - Moderate Growth
Wine Investment: £25,000 • Total with Fees: £31,250 • Period: 5 Years (2018–2023)
Portfolio Composition
- Château Lafite Rothschild 2015 - Bordeaux (2 cases)
- Château Margaux 2016 - Bordeaux (2 cases)
- Domaine Leflaive Montrachet 2017 - Burgundy (1 case)
- Pichon Longueville Comtesse de Lalande 2016 - Bordeaux (3 cases)
Investment Performance
49%
+10%
Burgundy Focus Portfolio - Strong Growth
Wine Investment: £25,000 •Total with Fees: £31,250 •Period: 5 Years (2018–2023)
Portfolio Composition
- Domaine de la Romanée-Conti Échézeaux 2016 - Burgundy (1 case)
- Château Latour 2015 - Bordeaux (2 cases)
- Domaine Armand Rousseau Chambertin 2016 - Burgundy (1 case)
- Château Palmer 2016 - Bordeaux (2 cases)
- Barolo Monfortino 2013 - Piedmont (2 cases)
Investment Performance
75%
+15%
Premium Selection - High Growth
Wine Investment: £25,000 •Total with Fees: £31,250 •Period: 5 Years (2018–2023)
Portfolio Composition
- Domaine Leroy Musigny Grand Cru 2015 - Burgundy (1 case)
- Château Pétrus 2016 - Bordeaux (1 case)
- Sassicaia 2016 - Tuscany (2 cases)
- Château Cheval Blanc 2015 - Bordeaux (2 cases)
- Macallan 25 Year Old - Scotland (2 cases whiskey)
Investment Performance
100%
+20%
£50,000 Wine Investment Portfolios
Total investment including 20% fees: £62,500
Diversified Premium Portfolio - Moderate Growth
Wine Investment: £50,000 • Total with Fees: £62,500 • Period: 6 Years (2017-2023)
Portfolio Composition
- Château Mouton Rothschild 2016 - Bordeaux (3 cases)
- Domaine Comte Georges de Vogüé Musigny 2016 - Burgundy (2 cases)
- Château Haut-Brion 2015 - Bordeaux (3 cases)
- Vega Sicilia Único 2010 - Ribera del Duero (2 cases)
- Ornellaia 2016 - Tuscany (4 cases)
Investment Performance
54%
+9%
Burgundy Grand Cru Focus - Strong Growth
Wine Investment: £50,000 • Total with Fees: £62,500 • Period: 6 Years (2017-2023)
Portfolio Composition
- Domaine de la Romanée-Conti La Tâche 2015 - Burgundy (1 case)
- Château Lafite Rothschild 2016 - Bordeaux (4 cases)
- Domaine Leflaive Montrachet 2016 - Burgundy (2 cases)
- Château Margaux 2015 - Bordeaux (3 cases)
- Penfolds Grange 2016 - South Australia (2 cases)
Investment Performance
90%
+15%
Ultra-Premium Mixed Selection - High Growth
Wine Investment: £50,000 • Total with Fees: £62,500 • Period: 6 Years (2017-2023)
Portfolio Composition
- Domaine Leroy Romanée-Saint-Vivant 2015 - Burgundy (1 case)
- Château Pétrus 2015 - Bordeaux (1 case)
- Screaming Eagle Cabernet 2016 - Napa Valley (1 case)
- Château Le Pin 2016 - Bordeaux (1 case)
- The Macallan 30 Year Old - Scotland (3 cases whiskey)
Investment Performance
120%
+20%
£100,000 Wine Investment Portfolios
Total investment including 20% fees: £125,000
Elite Diversified Collection - Moderate Growth
Wine Investment: £100,000 • Total with Fees: £125,000 • Period: 6 Years (2017-2023)
Portfolio Composition
- 40% Bordeaux First Growths (2015-2016 vintages) - 8 cases
- 30% Burgundy Grand Crus - 4 cases
- 20% Super Tuscans (Sassicaia, Ornellaia) - 6 cases
- 10% Premium Whiskey (Macallan, Dalmore) - 4 cases
Investment Performance
54%
+9%
Premium Blue-Chip Portfolio - Strong Growth
Wine Investment: £100,000 • Total with Fees: £125,000 • Period: 6 Years (2017-2023)
Portfolio Composition
- Domaine de la Romanée-Conti Romanée-Conti 2015 - Burgundy (1 case)
- Château Latour 2015 - Bordeaux (5 cases)
- Domaine Leroy Richebourg 2016 - Burgundy (2 cases)
- Château Mouton Rothschild 2015 - Bordeaux (4 cases)
- Yamazaki 18 Year Old - Japan (4 cases whiskey)
Investment Performance
90%
+15%
Exceptional Rare Collection - High Growth
Wine Investment: £100,000 • Total with Fees: £125,000 • Period: 56 Years (2017-2023)
Portfolio Composition
- Domaine de la Romanée-Conti Romanée-Conti 2016 - Burgundy (1 case)
- Château Pétrus 2015 - Bordeaux (2 cases)
- Domaine Leroy Musigny Grand Cru 2016 - Burgundy (1 case)
- Screaming Eagle Cabernet 2015 - Napa Valley (2 cases)
- The Macallan Fine & Rare 1989 - Scotland (2 cases whiskey)
Investment Performance
120%
+20%
Vintage Selection Matters
The 2015 and 2016 Bordeaux vintages were exceptional years that significantly outperformed average vintages. Expert vintage selection is crucial for returns.
Blue-Chip Stability
First growth Bordeaux and Burgundy grand crus demonstrated remarkable price stability even during market volatility, providing portfolio protection.
Diversification Benefits
Portfolios balanced across regions (Bordeaux, Burgundy, Tuscany) and including whiskey showed consistent returns while managing risk through natural diversification.
In Summary
Past performance is not indicative of future results. These examples are based on actual market data but individual results may vary. Wine investment carries risk and values can decrease as well as increase. Net profit calculations deduct the upfront 20% fees from the total investment. Always consider your personal circumstances and seek independent financial advice if needed.