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What are the benefits of active rebalancing?

Active rebalancing has several benefits.

  • Market Optimization: Fine wine and whiskey markets are dynamic, and rebalancing ensures your portfolio remains aligned with evolving market conditions.
  • Profit-Taking: If a wine has appreciated significantly, we may sell it to lock in gains and reinvest in undervalued assets with greater growth potential.
  • Risk Management: Diversifying your holdings further protects your portfolio from overexposure to specific regions, producers, or vintages. (See the example breakdown here.)
Portfolio Evolution: From time to time, we may introduce new asset classes, such as whiskey, to enhance your portfolio’s diversification and growth potential. If you sign up to diversify into these asset classes (by enabling cross-portfolio rebalancing), we will rebalance your holdings accordingly when there is an optimal opportunity.