Fine Wine Investment Calculator
Historical results from wines Lafleur has bought for clients, measured over five, ten and fifteen years from acquisition price to current market value. It is built for investors who already hold fine wine and want to see how regional weighting and producer choice have shaped results. The figures are before fees and say nothing about future returns.
Prices Checked Against
How to Read the Results
Each result compares the price at which Lafleur acquired a wine at the start of the period, in 2011, 2016 or 2021, with the market value of the same wine today. Regional results are weighted averages of the wines Lafleur bought in that region for the period you choose, while the Custom Portfolio Builder shows each wine's own result alongside the total.
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The figures are gross. They do not deduct acquisition commission, storage and insurance, or resale commission, all of which reduce what an investor actually keeps. Both ways of working with Lafleur, and every fee that applies to each, are set out in full on How It Works.
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Current value is a market valuation rather than a sale price. Selling a position takes time and has a cost, and the price achieved depends on the wine, its condition and documentation, and demand at the point of sale. A portfolio that looks strong on paper is only as useful as its route to exit.
Why Selection Matters More Than the Average
Most return calculators use a market index, which smooths away the thing an experienced investor most needs to see: how far apart individual holdings drift. Because this one is built from specific wines, it shows that spread directly. Two wines from the same 2010 vintage, bought in 2016, illustrate it. Comm. G.B. Burlotto Barolo Monvigliero 2010 has risen by around 957%, while Harlan Estate Napa Valley 2010 has risen by around 76% (Lafleur acquisition records, measured from 2016 to the calculator's latest update).
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That gap is why we treat regional weighting and producer concentration as decisions in their own right, rather than the by-product of whatever happened to be available. In the wines behind this calculator, Burgundy shows the widest spread between producers, which makes selection matter most there and also makes individual positions harder to value and slower to sell.
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None of this is a forecast. These results reflect particular wines, vintages and entry points, and different choices over the same period would have produced different outcomes. If you would like to see how your own holdings are weighted by region and producer, a private portfolio review is a sensible place to start.
The Six Regions in the Calculator
The calculator covers six regions, each of which brings something different to a portfolio and asks for something different in return. Weighing those trade-offs is usually more important than the headline result of any single wine.
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Bordeaux
What it brings: the deepest and most actively traded fine wine market, led by long-established châteaux.
What to weigh: older portfolios are often concentrated in a small number of names.
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Burgundy
What it brings: small production from individual domaines, with the widest spread between producers in this data.
What to weigh: small volumes can make positions slower to sell and harder to value.
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Champagne
What it brings: prestige cuvées that are released late and built to age.
What to weigh: a narrower choice of wines suited to long-term holding.
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Piedmont
What it brings: Barolo and Barbaresco from a small group of leading producers.
What to weigh: a thinner secondary market than Bordeaux.
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Tuscany
What it brings: Super Tuscans and Brunello di Montalcino with international recognition.
What to weigh: results vary widely by producer and vintage.
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Napa Valley
What it brings: cult Cabernet Sauvignon with an established collector base.
What to weigh: where the wine is stored and sold affects shipping, duty and price.
Who This Tool Is For
The calculator is most useful if you already hold fine wine and want to compare how different regional weightings have behaved over five, ten and fifteen years. It is equally useful to a family office or wealth adviser who wants to see the range of outcomes a fine wine allocation has produced, and how much of that range came down to selection.
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It is not a forecast, and it is not designed for someone deciding whether to buy their first case. If that is where you are, our Fine Wine Investment Guide covers the fundamentals. Lafleur works with investors who are building or reviewing a portfolio, typically allocating €100,000 or more, and who want an adviser with no stock of its own to sell.
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If you would like an independent view of what you already own, we would be glad to arrange a private conversation.
About the Data
Every wine in the calculator was bought by Lafleur for client portfolios. Acquisition prices are the prices at which Lafleur acquired each wine at the start of the period (2011 for fifteen years, 2016 for ten years and 2021 for five years). Current values are market valuations of the same wines, based on prices tracked by Lafleur at the calculator's latest update. Regional results are weighted averages of the wines bought in that region for the chosen period.
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All results are shown before acquisition commission, storage and insurance, and resale commission. Current values are valuations, not prices achieved on sale, so they do not reflect the time or cost of selling.
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Past performance is not a reliable guide to future returns, and the value of fine wine can fall as well as rise. This tool is for illustration only and is not financial or tax advice. For advice on your own circumstances, please speak to an independent regulated adviser.
Frequently Asked Questions
Already Hold Fine Wine? Let's Look at It Together.
The calculator shows how selection has shaped past results. A private portfolio review applies the same lens to what you own today: concentration by region and producer, what you paid against where the market sits now, how readily each position could be sold, and how your storage is documented. You receive an honest second opinion, with no obligation to move anything, and the terms for a review are set out on How It Works.