Whiskey
Whiskey Returns vs S&P
9.50%
Versus S&P
•
19 minutes ago
9.50%
Versus S&P
•
19 minutes ago
6m High
6m Low
Whiskey
1,211.36
1,097.16
S&P 500
4,631.60
3,666.77
Whiskey
S&P 500
Does not follow the stock market
Source: Rare Whisky Apex 1000, SPX
Can appreciate significantly in value, often outperforming other luxury collectibles and even the S&P 500
Doesn't follow traditional market patterns, making it good for diversification
Easier and less costly to store than wine
Reasons to Invest
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Highlights
Good For
Competitive historical returns that aren't correlated with the stock market
Time Horizon
5-10+ years
Diversification
Environmentally Friendly
Rare whiskey and whiskey casks are real assets with intrinsic value that should appreciate naturally over time. The Knight Frank Rare Whisky Index, which tracks a variety of rare Scottish single malt whiskeys, continued to produce generous returns even in early 2020 when the stock market crashed due to the coronavirus pandemic. Historically, whiskey has offered competitive returns over the long run too. Over the decade leading up to 2020, the index grew 586%—outperforming other popular luxury collectibles like wine, vintage cars and watches. Investing in collectibles does come with a learning curve as well as additional costs and logistical considerations like transportation, storage and insurance. That said, whiskey is easier and less expensive to store than other collectibles like wine and art.
This lucrative collectible offers persistent long-term growth.
+19.8%
Avg Annual Returns
Past 10 years
Ways to Invest
Want to keep it traditional?
Check out Whiskey in the stock market
Compare Collectibles Returns
Risk Score
6M Growth
Whiskey
RW Apex 1000
Art
Artprice Contemporary Index
Risk Analysis
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Risk Analysis
As of 08/02/2022
Compared to
Whiskey
S&P 500
While whiskey is an asset that naturally appreciates in value—in other words, your investment is unlikely to crash as the stock market can—it's not entirely without risk. With bottles, there's a risk of total loss if you purchase a counterfeit product or fail to properly store your whiskey. Whiskey storage is nowhere near as complex and expensive as wine storage, but liquid can still leak or evaporate if your bottles aren't kept upright. And even if the market value of the bottles or casks you purchase increases significantly, you still have to be able to find a buyer when you plan to exit your investment, which may be difficult if the economy is down or if whiskey falls out of favor in the future. One major perk is that even if you can't sell your whiskey investment (which is unlikely), you can still drink it!
Performance During a Recession
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Performance During a Recession
Whiskey and luxury collectibles, in general, have some of the lowest correlations to traditional markets. This means your whiskey investment is unlikely to dip in value along with a market downturn. That's why whiskey is viewed by many as a safe haven asset that can weather any economic crisis, keeping your portfolio afloat even as other assets lose value. That said, a recession may impact the liquidity of your whiskey investment, as potential buyers are likely to have less disposable income.
Drawbacks
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Risk of counterfeit products
Insurance costs to consider if building a sizeable collection
Learning curve to understanding the luxury whiskey market
Drawbacks
Not the right asset for you?
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Asset Name
Risk Score
Oil
26+39.0%Wine
35+32.5%Sports Cards
27+25.3%Residential Real Estate
12+24.9%
How You’re Taxed
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How You’re Taxed
Income Tax
Capital Gains
In the U.S., alcoholic beverage investments are taxed as collectibles. You'll pay long-term capital gains taxes on any profit you earn from the sale of whiskey investments held for longer than one year, and the capital gains tax rate on collectibles is a flat rate of 28%. If you sell the asset in one year or less, you'll pay taxes on any gains at your regular income tax rate.
Whiskey Styles
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Whiskey Styles
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Did You Know?
You'll often fetch the best price for your aging whiskey investment on its milestone years: 12, 15, 18, 21, 25, 30, 35, 40 and 50. It's wise to plan your exit strategy accordingly
While Japanese whiskey is new to the scene relative to scotch whiskey, an index of the top 100 Japanese whiskeys has outperformed a similar index of the top 100 scotch whiskeys for the past several years.
Macallan Distillery tends to set most of the records when it comes to whiskey auction sales. Last year, a cask of Macallan 1991 scotch accompanied by a custom-commissioned NFT for a record-breaking $2.33 million. The NFT was created by artist Trevor Jones, who created abstract digital art inspired by the cask.