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Starter

Est. Asset Value

$12,939

Current Portfolio Market Value

Cost Basis

$11,175

Initial Asset Purchase Value

Gain or Loss

+$1,765+15.8%

Potential Profit or Loss

Asset Quantity

18

Securely stored & Insured

Performance History

Value vs cost basis · valued Aug 14, 2026
$3.6k$7.1k$10.7k$14.2kAug 25Feb 26Aug 26
Value
$12,939
Cost basis
$11,175
Gain
+$1,765+15.8%

Diversification

By region, share of market value
Wine 78%Whiskey 22%
  • Bordeaux3 holdings
    18.4%
    $2,382
  • California2 holdings
    15.7%
    $2,033
  • Burgundy3 holdings
    15.4%
    $1,991
  • Tuscany2 holdings
    13.3%
    $1,723
  • Scotland1 holding
    11.6%
    $1,500
  • Champagne2 holdings
    10.8%
    $1,395
  • Kentucky1 holding
    10.4%
    $1,350
  • Piedmont1 holding
    4.4%
    $566

15 holdings · 18 units in store

In settlement

Purchases join the portfolio once the warehouse confirms intake.