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The 2009 Vintage:
A Wine Investment Analysis


“The greatest Bordeaux vintage I have ever tasted.” — Robert Parker, who awarded 19 perfect 100-point scores to the vintage

By Jan Novák — Independent Wine Investment Analyst

64 Pages 57+ Wines Analyzed 3 Acquisition Tiers PDF Format
Access the Report — $197 30-day satisfaction guarantee. Instant PDF delivery.

What You Will Find Inside


64 pages of institutional-grade research distilled into actionable intelligence for building and managing a 2009 vintage wine portfolio.

01

57 Wines Analyzed

Deep profiles across Bordeaux, Burgundy, Rhône, Napa, Italy, Spain, Portugal, and South America. From Petrus and Screaming Eagle to hidden opportunities.

02

ROI Projections

Four scenario models on a $200,000 portfolio with year-by-year return analysis. Bear, base, bull, and collector premium cases mapped to historical data.

03

Authentication Guide

Provenance verification, label inspection, capsule analysis, and recommended authentication services. Protect your capital from counterfeits.

04

Storage Recommendations

Professional storage standards, bonded warehouse comparison, insurance considerations, and conditions that preserve investment-grade quality.

05

Market Timing

When the 2009 vintage hits peak valuation windows. Drinking maturity curves mapped to historical price behavior for optimal positioning.

06

Exit Strategy

Auction houses, merchant buyback, private sales, and platform comparisons. How to liquidate holdings efficiently and at the best possible price.

Three Acquisition Tiers


The report organizes all 57 wines into three risk-return tiers, giving you a framework for portfolio allocation at any scale.

Tier I

Blue-Chip

$370 – $1,200+ per bottle

Trophy wines with established secondary markets and proven appreciation curves.

  • Pétrus 2009
  • Screaming Eagle 2009
  • DRC La Tâche 2009
  • Dom Pérignon 2009
  • Opus One 2009
  • …and more analyzed in full
Tier III

Emerging

$200 – $400 per bottle

Under-the-radar wines with asymmetric upside potential. Higher risk, higher potential reward.

  • Vega Sicilia Único 2009
  • Rising Burgundy domaines
  • Benchmark Spanish & Portuguese
  • South American icons
  • Cult micro-production estates
  • Full analysis in report

ROI Projections


Four scenarios modelled on a $200,000 wine portfolio returns over a 5-year and 10-year horizon, drawn from historical Liv-ex data.

Scenario Annual Return 5-Year Value 10-Year Value
Bear Case 5% $255,256 $325,779
Base Case 8% $293,866 $431,785
Bull Case 12% $352,468 $621,170
Collector Premium 15% $402,271 $809,072

Projections are illustrative and based on historical data. Past performance does not guarantee future returns. See full methodology in the report.

Why Wine as an Alternative Asset


10.6%
Avg. annual return
Liv-ex Fine Wine 1000, 10yr
0.12
Correlation to S&P 500
Near-zero market linkage
261%
DRC 10-year appreciation
Domaine de la Romanée-Conti
19
Perfect 100-point scores
Robert Parker, 2009 Bordeaux

Crisis Resilience

Fine wine has historically maintained value during equity drawdowns, providing portfolio stability when traditional markets decline.

Inflation Hedge

As a tangible luxury commodity, fine wine tends to appreciate with inflation rather than lose purchasing power against it.

Tax Advantages

In many jurisdictions, wine is classified as a wasting asset exempt from capital gains tax. The report covers key considerations.

Structural Scarcity

Every bottle consumed permanently reduces supply. Unlike equities or bonds, wine inventory can only decrease over time, supporting long-term price floors.

A Growing Buyer Pool


2009 is not only the greatest Bordeaux vintage in living memory — it is also the year Bitcoin was born. On January 3, 2009, Satoshi Nakamoto mined the genesis block, launching the asset that would create an entirely new class of wealth. This singular coincidence makes the 2009 vintage uniquely compelling to a generation of technology and digital-asset investors now diversifying into tangible luxury assets.

New collectors from technology and digital asset wealth are entering the fine wine market at an unprecedented rate, expanding the buyer pool for established vintages. Asian markets — particularly Hong Kong, Singapore, and mainland China — continue to drive demand for blue-chip Bordeaux and Burgundy.

What this means for you: your exit liquidity is growing. The buyers for your 2009 holdings are multiplying, not diminishing. The report maps these demand vectors in detail.

Who This Report Serves


Alternative Asset Investors

You allocate capital beyond equities and fixed income. You understand that uncorrelated returns strengthen a portfolio, and you want rigorous analysis before committing to a new asset class.

Wine Collectors

You already have a cellar. You appreciate fine wine. Now you want to approach your collection with an investor’s discipline — understanding which bottles are assets and which are best enjoyed at dinner.

Wealth Preservers

Capital preservation matters more than aggressive growth. You’re drawn to tangible assets that hold value across economic cycles, with the added benefit of low correlation to public markets.

Finance Professionals

You advise clients or manage portfolios. This report gives you the data, frameworks, and specific wine-level analysis to evaluate wine as a serious component of a diversified strategy.

What the Experts Said About 2009


The world’s most respected wine critics spoke with rare unanimity about 2009. Here is what they wrote.

“I have never seen anything like it in my career.”

Christian Moueix, proprietor of Château Pétrus, La Fleur-Pétrus & Trotanoy — Wine Spectator

“The greatest vintage I have tasted in Bordeaux since 1982, of which it is a modern-day version, but greatly improved. The window of drinkability will be enormous.”

Robert Parker, who awarded 19 perfect 100-point scores to the 2009 vintage — The Wine Advocate

“I have never given so many really high scores when tasting en primeur anywhere … unprecedented generosity and enthusiasm on my part.”

Jancis Robinson MW, JancisRobinson.com

“At the top end, there are a clutch of spectacular, dare I say legendary wines in the making … pure, delineated, fresh, silky in texture.”

Neal Martin, The Wine Advocate

“Of all the great vintages of the last 100 years, ’09 seems to have more in common with the silky concentration of ’82, ’47 or ’29.”

Bill Blatch, Bordeaux négociant and vintage chronicler

“2009 Bordeaux wine is the sexiest, most opulent vintage I have tasted from the region. In time, it will become the most expensive and collectible Bordeaux vintage in history.”

Jeff Leve, The Wine Cellar Insider

“If you have them, rejoice. If you don’t, get some now before the prices move in a significant way. These are wines of mesmeric character and monolithic ageability.”

Bordeaux Index

“Hyperthetically, 2009 Bordeaux Is the Greatest Ever.”

Wine Spectator, headline article on the 2009 vintage

“Fine wine returned 10.6% annually over the last decade with near-zero correlation to equities — making it one of the best portfolio diversifiers available.”

Liv-ex, Fine Wine Market Data

Why 2009 Was Exceptional


Professor Denis Dubourdieu of the University of Bordeaux identified five conditions that must converge for a truly great vintage. In 2009, all five were met — a rare alignment that explains the unanimous critical acclaim.

1

Early Flowering

A warm spring triggered early, even flowering across the region — setting the stage for a long, uniform growing season.

2

Healthy Fruit Set

Uniform fruit set meant consistent berry size and quality across the vineyard, reducing sorting demands at harvest.

3

Early Véraison

The colour change arrived ahead of schedule, extending the ripening period and building phenolic complexity.

4

Full Ripening

Grapes reached full physiological maturity with ripe tannins, concentrated fruit, and balanced sugar levels.

5

Dry, Sunny Harvest

Warm, dry conditions at harvest allowed estates to pick at optimal ripeness without the pressure of incoming rain.

Based on the viticultural framework of Prof. Denis Dubourdieu, University of Bordeaux

Parker’s Verdict by the Numbers

Robert Parker’s average score across the top 30 châteaux: 96.7 / 100
Compare: 2000 vintage = 96.2  ·  2005 vintage = 95.0
2009 set the highest average ever recorded for a Bordeaux vintage.

Not Just Bordeaux

2009 was also rated one of the best Burgundy red vintages of the 2000s decade, alongside 2005. The Cult Wines Burgundy Index delivered a 64.73% five-year return — roughly double the global fine wine average. From Bordeaux to Burgundy to the Rhône, 2009 delivered across every major French appellation.

Meet the Analyst


Jan Novák — Wine Investment Analyst

Jan Novák

Investment-Grade Wine Researcher · WSET Diploma

Jan is an independent wine investment researcher with over 15 years of experience in fine wine valuation and investment-grade selection, drawing on Liv-ex data, Sotheby’s and Christie’s auction results, and merchant relationships across Bordeaux, Burgundy, and emerging regions. No merchant affiliations or conflicts of interest — recommendations are driven by investment merit alone.

Questions? research@2009wine.com

Report Pricing


2009 Wine Investment Report

$197

One-time purchase. Instant PDF delivery.

Institutional research at accessible pricing. Comparable analysis from wine investment advisory firms typically costs $2,000+ annually.

  • 64-page professionally formatted PDF
  • 57 individual wine analyses across 3 tiers
  • ROI projections with 4 scenario models
  • Authentication and counterfeit prevention guide
  • Professional storage recommendations
  • Market timing and exit strategy framework
  • Historical price data and trend analysis
Purchase the Report — $197

30-day satisfaction guarantee. If the report does not meet your expectations, contact us for a full refund.

Frequently Asked Questions


Fine wine has delivered an average annual return of 10.6% over the past decade according to the Liv-ex Fine Wine 1000 index, with a correlation of just 0.12 to the S&P 500. It has shown resilience during periods of inflation and equity market stress. That said, wine is an illiquid alternative asset — it works best as a diversification tool within a broader portfolio, not as a primary investment. The report provides the data and frameworks to make an informed decision.
The report covers wines across three acquisition tiers. The Select tier features wines under $200 per bottle, making it possible to begin building a meaningful position with $5,000–$10,000. Blue-chip allocations require more capital, with individual bottles ranging from $370 to over $1,200. The report helps you determine the right allocation for your budget and risk tolerance.
The 2009 vintage is now entering its optimal drinking windows for many wines, which historically corresponds with peak secondary market pricing. The report includes detailed market timing analysis and exit strategies for each tier — covering auction timing, merchant buyback options, and private sale channels. Timing varies significantly by wine, which is precisely why wine-level analysis matters.
Counterfeit wine is a real risk, particularly for high-value bottles. The report includes a comprehensive authentication guide covering provenance verification, label and capsule inspection, fill levels, and recommended professional authentication services. Proper due diligence can be the difference between a sound investment and a costly mistake.
The report is written to be accessible to both experienced collectors and those approaching wine investment for the first time. It covers the fundamentals — storage requirements, key terminology, how the secondary market works, and a structured approach to building a portfolio. You do not need to be a sommelier to invest in wine intelligently; you need good data and a clear framework.
The report is delivered as a professionally formatted 64-page PDF, optimized for reading on desktop, tablet, or print. You receive immediate download access after purchase via email. The PDF format ensures consistent formatting and easy reference whether you’re at your desk or reviewing on the go.
Yes. All payments are processed securely through Stripe, the same payment infrastructure trusted by Amazon, Google, and thousands of businesses worldwide. Your financial information is encrypted and never stored on our servers. We also offer a 30-day satisfaction guarantee — if the report does not meet your expectations, contact us at research@2009wine.com for a full refund.

Make an Informed Investment Decision


57 wines. Three tiers. One vintage that Robert Parker called the greatest he ever tasted. The analysis is ready — the question is whether you are.

Access the Report — $197 30-day satisfaction guarantee. Secure payment via Stripe.