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

Request a free proposal

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

Beleggen in Schotse single malt whisky.De nuchtere feiten.

Wat heeft mensen overtuigd om hun vermogen te diversificeren met een whiskyportefeuille?

Download de whitepaper en lees onder meer over:

  • een whiskyportefeuille een aantrekkelijk alternatief
  • hoe schaarste geduldige belegger in de kaart speelt
  • waardecreatie bij vaten Schotse Single Malt whisky
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