Vinovest

5.0

Collectibles

Fine wine as an asset class has consistently produced better returns than the S&P 500 for the last 30+ years! Buy and sell investment grade wines on Vinovest.

Investment risk

Medium

Min investment

$1,000

Target return

9% - 12.4%

Fees

2.85%

Overview

Vinovest is an online platform that lets you invest in fine wines easily. Vinovest chooses investment grade wines, authenticates, stores, and sells them for you. And, if you’d like to take a sip out of your favorite fine wine, they’ll even ship it to you.

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Why Invest

  • Wine outperformed the S&P 500 by 1,000% over the last 20 years
  • 13.6% annualized returns over past 15 years
  • Request a bottle in your portfolio be delivered to you to drink and enjoy

How you make money

Just as with value stocks, returns are made from asset appreciation and the sale of wines in your portfolio (which Vinovest manages the process). Vinovest’s average five-year historical back tested return with a moderate risk tolerance is 12.40% net of fees and 16.60% with the aggressive plan. The annualized return of fine wine as an asset class over the last 15 years is 13.6%, outperforming the S&P 500. This implies consistent growth, even during downturns, and makes wine a stable asset class. You can also sell wines from your investment portfolio at any time (if you want to increase your cash flow or invest in new wines.) Vinovest finds the highest price buyer in their network and transfers your wines to the buyer. Furthermore, you can actually request a bottle from your portfolio be delivered to you to drink.

How Vinovest makes money

Vinovest charges a fixed annual fee of 2.85% (2.5% for a portfolio above $50,000). This fee will be charged on a monthly prorated basis based on the total asset value of your portfolio. This fee covers wine buying, authentication or wine fraud detection, storage, a full insurance policy at market value, portfolio management and fine wine selling. The Auto-Invest feature will lower your fee from 2.85% to 2.7%, and from 2.5% to 2.4% (a 5% discount across both plans).

Is it Safe?

Vinovest offers a robust insurance policy that offers replacement at full market value in cases of breakage or theft. They also maintain direct relationships with wineries and trusted industry partners to ensure the authenticity and provenance of every bottle they purchase. Their state-of-the-art storage facilities will keep your wines in perfect aging conditions. Vinovest is committed to providing their customers with a great investing experience so they have instituted a satisfaction guarantee. If, for any reason, you are not completely satisfied with your Vinovest account, they will do everything they can to make it right, up to and including waiving Vinovest’s management fees for the next 90 days.

 

Vinovest is an investment market like any other, so be aware that prices can go down as well as up. The quality of wine is not static. Investing in wine typically lacks liquidity (however Vinovest has provided options to liquidate). Counterfeiting of investment grade wines is an industry problem, however Vinovest's insurance covers you for this.

Things to know

  • You make money onValue
  • Fees2.85%
  • Payout frequencyAsset sold
  • Term of investment36+ months
  • LiquidityModerate
  • Open toAll Investors

Company

  • Country availabilityWorldwide
  • Assets under managementUnknown
  • Established2019
  • Mobile Application No

Investment Return Calculator

Calculate your estimated return to reach your investment goals.

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Frequency
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Invested

$7,000

Projected fees

$779.84

Projected return

$1,479.48

Value after fees

$8,479.48
Any references to past performance, regarding financial markets or otherwise, do not indicate or guarantee future results.

Forward-looking statements, including without limitations investment outcomes and projections, are hypothetical and educational in nature. The results of any hypothetical projections can and may differ from actual investment results had the strategies been deployed in actual securities accounts.

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