Get all your news in one place.
100’s of premium titles.
One app.
Start reading
GOBankingRates
GOBankingRates
John Schmoll

If You Invested $1,000 in Fine Wine 10 Years Ago, What Would Your Portfolio Look Like Today?

Volodymyr Ivash / Getty Images/iStockphoto

The stock market isn’t the only tool to grow wealth. Alternative investments offer a good complement to a well-diversified portfolio of stocks and bonds. One investment alternative is wine, as it has a low correlation with the stock market.

Read Next: 12 Best Safe Investments To Grow Your Money in 2025

Explore More: 8 Common Mistakes Retirees Make With Their Social Security Checks

Although not as regulated as traditional investments, wine has enjoyed relative success in recent years. Here’s how a basic, $1,000 investment would have fared over the past decade.

Also see five expert-recommended alternative investments.

Wine’s 10-Year Return

Past performance can be an indicator of future performance with investments. It’s not a guarantee, but it’s good to know before investing. As reported by Cult Wines in 2024, wine, as measured by the Liv-ex Investables Index, saw an average compound annual growth rate of almost 10% over the prior 10 years.

“Investment grade wine generally enjoys low-risk, stable growth, and has historically delivered an average Compound Annual Growth Rate of over 10% in the long term,” according to Vin-X, a wine brokerage firm.

Finexity, another leading wine investment firm, confirms that assertion. “High-quality wines can achieve an annual return of 8-12%. Some rare vintages even increase in value,” it noted.

If you had invested $1,000 a decade ago and earned that 10% annual return, you would have approximately $2,594 today, representing a 159% increase.

Check Out: How To Get a 10% Return on Investment (ROI): 10 Proven Ways

What To Look For When Investing In Wine

Certain parameters must be met for a bottle to be considered investment-level quality. Factors influencing return include the amount of production, secondary market demand and the age of the wine, according to Cult Wines.

According to Finexity, verifiable provenance and coming from notable wineries are also key to securing a worthy investment.

In short, bottles that come from known wineries, are meant to be aged and have strong demand are key to identifying a good opportunity.

Key Wine Investments That Have Performed Well

As with any investment, not all wines perform the same. Wine comes from various regions, and some outpace others.

For example, as of 2023, wines from the Burgundy region in France experienced 214% growth over the prior decade, according to the Knight Frank Luxury Investment Index. Compare that with a 54% return over the same period for Bordeaux wines, and it’s easy to see the differences. Champagne also performed well, with a 125% return over the same time frame.

Still, it’s important to have a diversified portfolio when investing the wine. A balanced wine portfolio would include investing in the Bordeaux, Burgundy and Champagne regions, along with Italy and California, according to Bloomberg.

The top-performing wines of 2025, according to Vin-X, are Domaine Leflaive Chevalier Montrachet 2016 and Bonneau du Martray, Corton Charlemagne 2013, which have increased by 109.1% and 107.6% over the past five years, respectively.

Where Can You Invest In Wine?

Investing in wine isn’t as difficult as it might seem. Yes, it’s possible to purchase and store bottles yourself, but that poses challenges like proper storage and having market knowledge.

Purchasing shares of wine stocks or exchange-traded funds (ETFs) is one possibility, but you don’t necessarily get to take advantage of appreciation. Investing through a wine platform is a good choice for novices or people who don’t want to personally manage purchase and storage. Sites like Cult Wines, Vinovest and Vint are all reputable.

Wine investments can be fun additions to a diversified stock portfolio. With a little homework, you can augment your overall investment strategy.

More From GOBankingRates

This article originally appeared on GOBankingRates.com: If You Invested $1,000 in Fine Wine 10 Years Ago, What Would Your Portfolio Look Like Today?

Sign up to read this article
Read news from 100’s of titles, curated specifically for you.
Already a member? Sign in here
Related Stories
Top stories on inkl right now
One subscription that gives you access to news from hundreds of sites
Already a member? Sign in here
Our Picks
Fourteen days free
Download the app
One app. One membership.
100+ trusted global sources.