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FAQ / Rebalancing

During a rebalance, would you sell any of my wine at a loss?

We may rebalance and tell your wine at a loss for several reasons, including, but not limited to the following:

  1. Offset gains from previous rebalances in the same calendar year to reduce potential tax liability.

  2. Prevent potential further losses due to unforeseen market risks (new tariffs being imposed on the region, change in ownership for the winery, etc.)