Diversifying Your Financial Portfolio with Wine—Yes, Wine!

Diversifying Your Financial Portfolio with Wine—Yes, Wine!

We’ve all seen the commercials, had the 401K meetings and read about investing our money wisely or making our money work for us. There are always new and exciting ways to make our money work for us. Have you ever thought of diversifying your portfolio with wine? In fact, wine has consistently outperformed the Global Equity Index over the past 15 years at an annual rate of 1.88%. Making the decision to start collecting fine wine is a wise way to protect your wealth. 

There are several factors that make wine an intelligent choice for expanding your portfolio, but the key elements are scarcity, aging, and brand equity. Using wine to protect your wealth may seem strange, but in reality, it’s a safer avenue than buying

and selling shares. Fine wines are produced in limited quantities, making them highly desirable and harder to come by, meaning that having a portion of your wealth in wine gives you access to wines you usually would not have access to. “Aged like a fine wine,” we’re sure you’ve heard that a time or two in your life, and it’s true, fine wine is built to age gracefully, giving them a more sustainable lifecycle and delicious return than other asset allocation avenues. Some wine brands are nearly as famous as iconic designer brands like Chanel, Dior, or Louis Vuitton. Think Screaming Eagle, Dom Perignon, Domaine de la Romanée-Conti, or Opus One; these are all wine brands that sit amongst the most elite names in the industry, thus, making them highly desirable and status symbols if you own or have enjoyed them. If you decide to include these brands in your portfolio, you’re introducing yourself to wines that have commanded six-figure price tags.

Are you interested in joining the movement of safer financing? This doesn’t mean going and buying pallets of rare Bordeaux wines or Champagnes and reselling them for a profit—this means utilizing services like our friends at Vinovest. Vinovest is a platform designed to give you access to rarified circles of brands and vintages, some of which most wine lovers would not be able to purchase on their own. Besides incredible wines, you have a team of Master Sommeliers who host member-only tastings with the

elite wineries and winemakers of the world and financial experts and strategists to ensure you’re benefiting from the decision to diversify your portfolio and wine cellar. Protect your hard-earned wealth and opt for an inflation and recession-resistant alternative with low volatility and other extensive benefits. Vinovest is offering FlyWithWine readers a generous welcome offer of contributing $100 to every $2,000* you add to your Managed account. The company offers four different tiers for you to choose from to fit your financial planning needs. Learn more about Vinovest and the extensive benefits of uncorking your wealth with fine wine here

While it goes nearly without saying, much like protecting your wealth, protecting your fine wines while traveling is a worthy and intelligent investment. If you don’t already own one of our VinGardeValise® suitcases—don’t wait; order yours today! Treat yourself and your wines to the luxurious and secure means of traveling with wine this holiday season. Speaking of the holiday season, check out our newly released 2022 Gift Guide to pick the perfect gift for the wine lover in your life and make their year!

Flywithwine Gift Guide 2022

*Must be a NEW Vinovest user to qualify.




How Do You Xplore?

California’s Harvest 2022

California’s Harvest 2022