In this series we follow five examples from multiple regions and winemakers using historic financial data from liv-ex the largest online exchange for fine wines to demonstrate the financial gains achieved within a five year period.
- Domaine de la Romanee-Conti ‘La Tache’ 2009 from Burgundy
- Chateau Mouton Rothschild 2000 from Bordeaux
- Opus One 2010 from Napa Valley, California
- Domaine Jean-Louis Chave Ermitage Cuvee Cathelin 2009 from Rhone
- Marchesi Antinori Tignanello 2009 from Tuscany
This wine from the famous Napa Valley in California has been a great diversification for those looking to see what the new world has to offer. In January 2014 a case would have set you back just £1,620 but don’t be fooled by the comparatively low entry price. One year into a five year hold its value had risen by 18% to £1,910 and by year three it had grown by 85% to a value of £3,000. Performance over the following two years slowed but today’s value of £3,170 represents a growth of 95.7% over five years, or 19.1% CAGR. With this type of performance you could consider acquiring multiple cases to increase your returns and gain more flexibility when you sell.