diversifying your investment portfolio

The term “never put all of your eggs in one basket” is relevant for many scenarios, but when it comes to investing, there’s no better rule of thumb.

Having a diverse investment portfolio in a global economy that can turn on a dime, is imperative. While stocks and bonds may be standard, investing in bourbon barrels can be a lucrative and sustainable option. LQD Assets, led by our founder, Morgan Salsman, is pioneering a new approach to investing, one rooted in the rich traditions of Kentucky bourbon.

In the last 15 years, bourbon has emerged as more than a popular drink, with the value of whiskey casks jumping 12% to 15% annually. In 2023, a single bottle of Old Rip Van Winkle 25-Year-Old Kentucky Straight Bourbon Whiskey was valued at an average price of $53,712. (Edwards, 2024).

While comprehensive returns data for whiskey barrels may be less abundant, their potential for promising returns remains evident. One of the key factors contributing to the appreciation of a premium whiskey barrel lies in its capacity to age gracefully.

But what sets investing in bourbon barrels apart? It's widely acknowledged that whiskey can be a lucrative investment avenue, with notable examples such as the Rare Whisky Icon 100 Index often cited as evidence. Over the past decade, this index, comprising 100 of the most sought-after collectors' bottles, has generated an impressive return of 398%. In comparison, during the same period, the S&P 500, including reinvested dividends, has yielded returns of 265% (as of 8/01/23).

When you invest in bourbon barrels with LQD Assets, you're not just adding a unique asset to your portfolio; you're immersing yourself in a centuries-old craft. Bourbon, with its stringent rules and distinctive flavor profile, holds a special place in American culture and history. By investing in bourbon barrels, you're not only diversifying your investments but also becoming a part of a tradition that has stood the test of time.

The best investment opportunities are those that offer high returns with minimal effort. Whiskey barrels present an attractive option, particularly for those with a long-term investment horizon who prefer to avoid the complexities of storage, insurance, or shipping. The gradual maturation of the liquid within the barrels holds the promise of delivering increasing returns year after year.

With careful attention to the aging process and strategic partnerships within the industry, LQD Assets ensures that your investment matures gracefully, delivering consistent returns over time.

If you are looking for new, exciting and passive ways to invest your money, please reach out to our Founder, Morgan Salsman, morgan.salsman@lqdassets.co, for more information about upcoming investment opportunities with LQD Assets.

SOURCES:
Edwards, S. (2024). Bourbons That Are Likely To Increase In Value. Benzinga. https://lnkd.in/gJ9PBqMM