Portfolio example

E.G.: You want to invest € 25.000,- for a maximum period of 10 years. The whisky portfolio below is an example of how we can set up a whisky portfolio. Portfolios are tailored based on your whishes and your investors profile.

Explore a portfolio with 4 special investment whisky’s

1. Clynelish

Cask number: 11439
Type of cask: Bourbon
Current age: 20,7 years
Distillation date: 11 december 1996
Optimal Anticipated Maturation: 9,3 years
Age when bottled: 30 years
Investment per bottle: € 437,40
number of bottles: 15
Total investment: € 6.561

Expected value after bottling: € 853

Based on the historical yearly value increase

2. Thormore

Cask number: 20157
Type of cask: Bourbon
Current age: 22 years
Distillation date: 9 august 1995
Optimal Anticipated Maturation: 8 years
Age when bottled: 30 years
Investment per bottle: € 255,00
number of bottles: 25
Total investment: € 6.375

Expected value after bottling: € 444
Based on the historical yearly value increase

3. Speyside

Cask number: 28
Type of cask: Sherry
Current age: 21,3 years
Distillation date: 2 april 1996
Optimal Anticipated Maturation: 8,7 years
Age when bottled: 30 years
Investment per bottle: € 255,00
number of bottles: 28
Total investment: € 6.720

Expected value after bottling: € 444
Based on the historical yearly value increase

4. Glentauchers

Cask number: 4902
Type of cask: Bourbon
Current age: 21 years
Distillation date: 27 august 1996
Optimal Anticipated Maturation: 9 years
Age when bottled: 30 years
Investment per bottle: € 249,00
number of bottles: 25
Total investment: € 6.025

Expected value after bottling: € 474
Based on the historical yearly value increase

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The example shown here is a more general whisky portfolio. Please leave your details to receive your free proposal.