Investing in alternative assets has become an increasingly popular way to diversify beyond traditional stocks and bonds. Wine and whiskey, in particular, are gaining traction due to their potential for strong returns, resilience during economic downturns, and rising demand.
If Goldman Sachs and Vanguard’s predictions are true for an abysmally low stock market return over the next 10 years, then it makes sense to look at alternative investments to potentially boost returns. A 3% – 5% potential average annual return in the S&P 500 is not attractive, especially given the inherent volatility in public stocks.
As a 47-year-old, I’m in the prime demographic to explore investing in wine and whiskey, especially living 1.15 hours away Napa Valley. For school “dad’s night out” events, we’ve also had several whiskey and tequila parties, which have been a lot of fun.
At this stage of life, I’m more focused on enjoying my money more given stocks and bonds provide no utility. Having purchased my “forever home,” and with collections of rare Chinese coins and books, I’m now excited to dive into wine and whiskey as the next addition to my portfolio.
Why Invest in Wine and Whiskey?
Recently, I received a newsletter from the Hustle Fund, a venture capital fund which highlighted Vinovest as one of their investments from years ago. That immediately piqued my interest since I had crossed paths with Vinovest in 2020, at the start of the pandemic.
It was great to hear that Vinovest was still growing, so I reached out to the CEO, Anthony Zhang, to chat and get an update four years later. It turns out Vinovest has expanded from offering fine wine investments to now including whiskey as well. I was just drinking a Yamazaki 12
