Portfolio Composition
How we construct and rebalance diversified portfolios across regions, vintages, and spirits—plus tools to track exposure.
- Will the specific assets in my portfolio change over time?
- What is active rebalancing, and how does it work?
- What are the benefits of active rebalancing?
- How frequently will my portfolio be rebalanced?
- Can I turn active rebalancing off?
- What criteria does Vinovest use for active rebalancing?
- Why am I not asked for approval each time my portfolio is rebalanced?
- During a rebalance, would Vinovest sell any of my wine at a loss?
- What is cross-portfolio rebalancing?
- How does Vinovest account for the tax implications of rebalancing?
- Why isn’t whiskey being added to my portfolio when rebalancing?