Who is the Whiskey Bull?
Before you 'purists' throw a fit, I know I'm using a Scottish Highland theme, and in Scotland, it's spelled 'whisky'. Well, as an American of Scottish and Irish descent, either spelling is suitable.
Now that I've cleared that up...
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The Whiskey Bull is first and foremost not a bear.
The Bull believes there's no such thing as a bear (down) whiskey market.
After reading the Knight Frank Luxury Investments Index report in early 2023, where rare whiskeys showed a 300+% return over 10 years, the Bull set off on a personal quest to test those numbers.
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The strategy is simple (see below), and the goal even more so: make regular, well-researched purchases, store bottles properly and orderly, then in ten years, sell them for a profit.
Select the most promising bottles
This isn't always easy. Should you focus on Scotch (can you afford a good bottle of Scotch?), or should you - if you're American - stick strictly to Bourbon?
The Bull likes to diversify his investments with all types of whiskey. He'll even venture into other spirits should he get the knack.
For the Bull's specific selection strategy, read the blog post of my rules for whiskey investing
Stick to a budget
There are a million budgeting resources available and just as many strategies. The Bull prefers a simple 50/30/20 approach: 50% of income for needs, 30% for wants, and 20% saved/invested. Of the 20%, 15% goes to savings/retirement and 5% goes to whiskey!
Don't Drink the Investment
This might be a challenge for some. An adjustment to the budget for buying two of each bottle might be in order. Or you can pick up another hobby instead... maybe bagpipes?
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In any case, investment bottles should be put away where they won't be a temptation.
