Archive · 26 May 2025
Shifting Investments: A Guide to Passion Assets for Investors
Imagine you want to invest in cool stuff like paintings or fancy wines, called passion assets.
These things can be fun to own, and you might even make money when you sell them.
But they're not as easy to move around as money in the bank.
You have to be careful not to use money you'll need soon.
It's a good idea to use money from your retirement savings instead.
Also, don't put too much of your money into these things.
Finally, remember that these types of investments can take a long time to make money.
If you collect something unique, another collector might pay a lot for it.
Passion assets like art and wine can be exciting investments but require large investments.
Maintaining passion assets involves special care and high costs.
Reverse portability is the shift from financial assets to physical assets.
It is best to move money from retirement portfolios to passion assets.
Passion assets are illiquid and need a long holding period to earn returns.
- Who
- The author provides advice for personal investments.
- What
- Discussing how to shift equity investments to passion assets.
- When
- Published May 26, 2025.
- Where
- N/A
- Why
- To offer guidance on investing in passion assets such as art and wine.
- Examples of Passion Assets
- Art, antiques, wine, and vintage cars
- Minimum time horizon before considering passion assets
- 10 years
- Maximum percentage of equity investments to allocate
- 20%
- Requirement for earning returns
- Long holding period
- Author's Area of Expertise
- Personal Investments