What’s in a Portfolio?

New positions amounting to £260,000 have been loaded up over the past seven days with bids growing by a steady 1.5% overall. This increase has taken the bid to offer ratio up to 2.10:1 showing that demand is far outweighing supply at present on the exchange. Overall positions maintained their level at £6.2 million with 5,800 cases now looking to be traded between counter parties.

Buyers are looking for a mixture of stocks varying from the usual Bordeaux classed growths such as Duhart Milon, Grand Puy Lacoste, Pichon Baron as well as a plethora of First Growths. Also being sought are Burgundies from De Vogue, Roumier, Rousseau and Barolo’s alongside multi vintages of Sassicaia. Be sure to take a look at this week’s new additions on the attached stock lists.

Throughout the week from a variety of meetings and discussions with our members it was interesting to hear that quite a few members were unaware of the capabilities and opportunities that our free to use portfolio management system can present when it is fully utilised. With so many buyers looking to trade stocks through the exchange at present there are opportunities that may well be missed if we are unaware of stocks that you may have stored professionally in either one location or across multiple storage accounts.

We thought we would therefore simply highlight the benefits of using the Cavex portfolio system so it may better serve your requirements.

  • The Cavex Portfolio Management System key facts; Free to use for all members
  • No obligation to trade
  • Download Cavex Cellar Template or
  • Email your warehouse providers stock list or multiple listings to info@cavex.co.uk
  • Cavex will upload all holdings free of charge
  • Members can mirror their physical holdings across multiple storage locations
  • Keep track of your holdings electronically in one clear online location
  • Cavex will keep you abreast of trading opportunities on your stock by email if required
  • If a subsequent bid notification is attractive, simply place your stock live for offer on the exchange
  • If a match is successful, the stock is delivered direct to the buyers account or collected by an export shipper
  • Never any requirement to send stock to Cavex before trading commences, ensuring all members are in safe control of their asset at all times, reducing risks and increasing trading flexibility

The portfolio system currently carries £59 million of virtually stored stock. So why not join fellow members and enjoy keeping track of your holdings in once place while remaining informed at all times of potential trading opportunities.

If you have any questions or would like further details on how the portfolio system can work for you, please do get in touch on 01491 576 300 or email us at info@cavex.co.uk

Hot Offers
Wine Vintage Format Qty Offer Last Traded Date
Ausone 1998 12 x 75 2 £3,350 £3,500 27/10/14
Ausone 2004 12 x 75 2 £3,125 £3,150 23/01/14
Ausone 2008 12 x 75 1 £3,500 £3,750 04/07/14
Charmes Chambertin Armand Rousseau 2007 6 x 75 1 £850
Charmes Chambertin Armand Rousseau 2009 6 x 75 1 £975
Charmes Chambertin Armand Rousseau 2010 3 x 75 1 £520
Clinet 2009 6 x 75 1 £950 £1,050 15/05/14
Clos de la Roche Armand Rousseau 2009 6 x 75 1 £1,200
Clos de la Roche Armand Rousseau 2010 3 x 75 1 £660
Clos de la Roche Armand Rousseau 2011 3 x 75 1 £425
Cote Rotie Landonne Guigal 2009 6 x 75 1 £1,500 £1,820 02/09/14
Cote Rotie Landonne Guigal 2010 12 x 75 1 £2,700
Cote Rotie Mouline Guigal 2010 12 x 75 1 £2,700
Cote Rotie Turque Guigal 2010 12 x 75 1 £2,700
Ducru Beaucaillou 2003 12 x 75 1 £1,050 £1,080 04/06/14
Echezeaux DRC 2005 6 x 75 1 £3,800
Gevrey Chambertin Armand Rousseau 2005 6 x 75 1 £600
Gevrey Chambertin Armand Rousseau 2009 6 x 75 1 £470
Gevrey Chambertin Armand Rousseau 2010 6 x 75 1 £425
Grand Puy Lacoste 2010 12 x 75 9 £520 £520 23/05/14
Haut Brion 2001 12 x 75 2 £2,400 £2,400 03/07/14
Haut Brion 2007 3 x 75 1 £550 £538 06/08/14
Hermitage Jean-Louis Chave 2009 12 x 75 1 £3,050
L’Eglise Clinet 2006 12 x 75 1 £1,300 £1,580 30/07/13
L’Eglise Clinet 2009 6 x 75 2 £1,475 £1,515 02/07/14
L’Evangile 2005 12 x 75 1 £1,550 £1,550 29/07/14
La Fleur Petrus 2009 6 x 75 1 £825 £825 01/04/14
La Fleur Petrus 2010 6 x 75 2 £740 £760 20/02/14
Latour 2007 12 x 75 2 £3,175 £3,400 16/01/14
Le Pin 2004 6 x 75 1 £5,950 £6,500 29/07/14
Le Pin 2005 3 x 150 9 £9,250 £9,500 10/06/14
Leoville Barton 2009 12 x 75 4 £605 £640 12/04/14
Mazis Chambertin Armand Rousseau 2009 6 x 75 1 £1,050
Mazis Chambertin Armand Rousseau 2010 3 x 75 1 £575
Mazis Chambertin Armand Rousseau 2011 3 x 75 1 £450
Mouton Rothschild 2008 6 x 150 2 £2,600 £2,790 10/10/14
Mouton Rothschild 2009 12 x 75 1 £4,600 £4,700 11/07/14
Pavie 2005 12 x 75 1 £2,250 £2,275 25/05/14
Pavie Decesse 2000 12 x 75 1 £900
Vieux Chateau Certan 2010 12 x 75 1 £2,160 £2,200 22/01/14

Hot Bids
Wine Vintage Format Qty Bid Last Traded Date
Beychevelle 2010 12 x 75 8 £500 £500 03/09/14
Clinet 2010 6 x 75 1 £450 £450 08/09/14
Ducru Beaucaillou 2002 12 x 75 1 £755 £760 10/09/14
Ducru Beaucaillou 2003 12 x 75 1 £985 £1,080 04/06/14
Ducru Beaucaillou 2004 12 x 75 1 £805 £810 13/11/14
Duhart Milon 2008 12 x 75 5 £480 £485 23/09/14
Giscours 2000 12 x 75 2 £480 £480 04/11/14
Gloria 2009 12 x 75 2 £255
Gruaud Larose 2005 12 x 75 2 £390
Gruaud Larose 2009 12 x 75 1 £470
Haut Bailly 2009 12 x 75 10 £1,050 £1,030 10/11/14
La Dame de Montrose 2000 12 x 75 1 £315
La Dame de Montrose 2009 12 x 75 3 £290
La Fleur Petrus 2007 12 x 75 2 £1,080
La Fleur Petrus 2010 6 x 75 2 £700 £760 20/02/14
Lafite Rothschild 1998 12 x 75 2 £4,800 £4,800 23/10/14
Lafite Rothschild 2006 12 x 75 3 £4,400 £4,400 14/11/14
Latour 1996 12 x 75 2 £4,820 £4,820 13/11/14
Latour 2006 12 x 75 1 £3,300 £3,100 06/08/14
Le Petit Mouton 2010 6 x 75 14 £530 £530 18/11/14
Leoville Barton 2003 12 x 75 1 £650 £650 09/10/14
Leoville Poyferre 2006 12 x 75 2 £370 £360 20/06/14
Leoville Poyferre 2007 12 x 75 1 £365 £365 14/02/14
Lynch Bages 2005 12 x 75 1 £935 £935 29/10/14
Malescot St Exupery 2009 12 x 75 1 £555 £600 15/04/14
Margaux 2004 12 x 75 2 £2,650 £2,625 14/11/14
Montrose 2003 12 x 75 3 £1,410 £1,420 05/11/14
Montrose 2010 12 x 75 1 £1,500 £1,550 29/09/14
Mouton Rothschild 2002 12 x 75 1 £2,705 £2,700 11/11/14
Mouton Rothschild 2008 12 x 75 1 £2,800 £2,790 10/10/14
Pavie 2008 12 x 75 1 £1,375 £1,375 05/11/14
Pavillon Rouge 2006 12 x 75 4 £900 £900 03/11/14
Pavillon Rouge 2008 12 x 75 6 £910 £910 03/11/14
Pichon Baron 2003 12 x 75 1 £875 £830 27/05/14
Pichon Baron 2005 12 x 75 1 £840 £830 25/09/14
Pichon Lalande 2001 12 x 75 1 £700 £700 31/08/14
Pichon Lalande 2002 12 x 75 1 £760 £600 31/08/14
Pichon Longueville Baron 2008 12 x 75 4 £610 £645 27/09/14
Tenuta dell’Ornellaia Ornellaia 2004 6 x 75 1 £800 £750 10/12/13
Yquem 2001 12 x 75 1 £3,400 £3,600 16/07/14

Have a great week.

Daniel, Jean, Simon & Steve

CaveX Cru is our newly launched service offering members of CaveX the opportunity to buy exclusive parcels of affordable fine wines for everyday drinking.

No need to worry about in-bond, duty-paid, VAT or delivery. We just find great wines from some of the world’s top producers that are drinking perfectly now – all delivered direct to your door.

Click here for Cavex Cru

The Portfolio Management Partnership

More than ever, keeping a handle on what’s in your portfolio, its provenance, and its value is crucial to maintaining the integrity of your investment wines in-bond. Easy if you have a handful of cases and time on your hands. Not so easy if your collection is significant or you aim to invest more.

This is the reason we are launching our Portfolio Management Partnership service. Working with a trusted partner with over 30 years of experience in the fine wine business, this service will help you manage your portfolio, guide you on future investments, allow you to trade in only topflight investment wines and most importantly offer you access to one of the most secure wine storage services available to date.

Click here for more details…

External Service Providers

The Davies Turner Fine Wine team offers consultancy in meeting your individual requirements, building long-term partnerships with their clients, suppliers and partners worldwide. Founded in 1870 and still remaining in private ownership, they have over 140 years experience in freight forwarding being the UK’s leading independent freight and logistics provider. They have become the largest […]

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Connoisseur International is a specialist global provider of logistical solutions concerning wines and spirits based in London. They provide a variety of services including worldwide door to door export and import air freight, express courier, refrigerated ocean and road services. Collections are available on a daily basis utilising their own fleet of vehicles from all UK bonded […]

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