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1、FINE WINE VERSUS ALTERNATIVE ASSETS2024FINE WINEAN ALTERNATIVE ASSET MERGING PASSION AND REASONWHY ALTERNATIVES?POTENTIAL BENEFITS OF ALTERNATIVE ASSETSRISKSFINE WINE VS.NON-CORE ALTERNATIVESFINE WINES CREDENTIALSRETURN POTENTIALSTABILITYREAL ASSET DURING INFLATIONLOW CORRELATIONFINE WINES IMPACT ON

2、 A PORTFOLIOPORTFOLIOSCOMPARISON:BENEFITS AND CHALLENGESCONTENTS335678991011131415163CULT WINE INVESTMENT|WINEINVESTMENT.COMA fine wine portfolio means different things to different people.For some,it is a chance to indulge in a passion by collecting some of the worlds finest and rarest wines.Others

3、 will recognise how fine wine can form a valuable part of an investment portfolio,leading to its increased acceptance in discussions about alternative assets.The main reasons investors turn to fine wine and other alternative assets include enhancing the return potential of their portfolios,increasin

4、g diversification,and/or hedging against market risks.Including fine wine in a portfolio offers the distinct advantage of lowering overall portfolio risk due to its low volatility despite sometimes delivering comparatively lower absolute returns than more established investments.Looking at the perfo

5、rmance across different asset classes for 2024,we observed that the Cult Wines Global Index,a measure representing the fine wine market,has a negative return of-1.32%year to date and-6.67%over the last twelve months.However,Fine Wine exhibits remarkably low volatility compared to traditional asset c

6、lasses yet delivers solid performance over the long term.Over the last 5-year period,the fine wine index showcases a volatility of 3.84%,significantly lower than Fixed Income,equities like the S&P 500 and Nasdaq Composite,or alternative assets like Bitcoin or even Commodities(as expressed by the Blo