PRESENTS
Fine Wine and Whiskey Investing for Everyone
CO-FOUNDER, CEO
Wealthion presents a new way to invest in some of history’s most beloved commodities, traditionally reserved only for the extremely wealthy.
Fine wine and whiskey.
Attractive historical returns
Investing in wine and whiskey isn’t just a fun hobby… The price appreciation of many wines and whiskeys shows it could be a great new way to diversify your investment portfolio.
Portfolio Diversity
Stocks, bonds, and mutual funds are all vulnerable to similar risks. But fine wine and whiskey’s low correlation with traditional markets can make it more recession resistant.
Several factors drive wine and whiskey prices up over time. These factors make these assets an ideal investment for good times and the not so good times.
| Scarcity | Aging | Brand Equity |
| Wineries and distilleries often make investment-grade wines and whiskeys in limited quantities — a few hundred bottles or so. That number will only fall with time as people drink them. | Wine improves with time. The astringent compounds mellow while in storage, helping to bring out new flavors and textures in the wine. In contrast, whiskey casks improve in flavor and value over time. Individual bottles do not. Once whiskey is bottled, the flavor remains the same until the day it is consumed. That is why Vinovest enables you to invest in casks. | Screaming Eagle. Château Cheval Blanc. Macallan. Pappy Van Winkle. These estates and distilleries rank among the most prestigious names in wine & spirits and can command six figures for a single bottle. |
This isn’t just another fund or ETF. Vinovest allows you to invest directly into real physical bottles of wine and casks of whiskey.
RECOMMENDED PORTFOLIOS
Vinovest built these recommended whiskey packages for Wealthion members.
A $5,000 portfolio would be the best starting point to invest in whiskey, with a variety of fine American whiskey casks with shorter hold times:
| Description | Barrel Type | Mash Bill | Hold Period | Barrels | Price |
| American Whiskey, Straight Bourbon Whiskey (High Rye) | American Oak | 75% Corn 21% Rye 4% Barley | 6 MO – 4 YRS | 1 | $1,575 |
| American Whiskey, 100% Straight Rye | American Oak | 100% Rye | 4-6 YRS | 1 | $1,575 |
| American Whiskey, American Single Malt – 100% Barley | American Oak | 100% Malted Barley | 4-6 YRS | 1 | $1,350 |
If you’re looking to diversify even further and hold your barrels longer in anticipation of potentially higher returns, you could have both fine American whiskey and rare Scotch in your portfolio with a $25,000 portfolio below:
| Description | Barrel Type | Mash Bill | Hold Period | Barrels | Price |
| American Whiskey, Straight Bourbon Whiskey (High Rye) | American Oak | 75% Corn 21% Rye 4% Barley | 6MO – 4 YRS | 2 | $3,150 |
| American Whiskey, 100% Corn Whiskey – Bourbon Adjunct | American Oak | 99% Corn 1% Barley | 2-4 YRS | 1 | $1,500 |
| American Whiskey, 100% Wheat Whiskey – Bourbon Adjunct | American Oak | 99% Wheat 1% Barley | 2-4 YRS | 1 | $1,575 |
| American Whiskey, 100% Straight Rye | American Oak | 100% Rye | 4-6 YRS | 1 | $1,575 |
| American Whiskey, American Single Malt – 100% Barley | American Oak | 100% Malted Barley | 4-6 YRS | 1 | $1,350 |
| Scotch Whisky, 2014 Inchgower Single Malt | Hogshead | 100% Malted Barley | 10-15 YRS | 1 | $6,504 |
| Scotch Whisky, 2013 Linkwood Single Malt | Hogshead | 100% Malted Barley | 10-15 YRS | 1 | $8,977 |
Wealthion members also enjoy 4 months of free storage when investing in whiskey or wine with Vinovest.
If you’re looking for a new way to diversify your investment portfolio, click here to learn more about the world of investing in fine wine and whiskey.
