Heritage Distilling Holding Company, Inc. (IPST) — Strategic Asset Allocation Index
Heritage Distilling Holding Company, Inc. (IPST) has a Strategic Asset Allocation Index of 33.7% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $10.93 Million) total $10.93 Million, measured against net assets of $32.41 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Heritage Distilling Holding Company, Inc (IPST) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Heritage Distilling Holding Company, Inc. Strategic Asset Allocation Index (2021–2025)
This chart shows how Heritage Distilling Holding Company, Inc.'s Strategic Asset Allocation Index has evolved across 3 annual periods from 2021 to 2025. As of March 2026, the index stands at 33.7%, representing strategic assets of $10.93 Million against net assets of $32.41 Million USD. For live market cap and overall valuation, see IPST stock market capitalisation.
Annual Strategic Asset Allocation Index for Heritage Distilling Holding Company, Inc. (2021–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Heritage Distilling Holding Company, Inc. from 2021 to 2025, covering 3 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See what is Heritage Distilling Holding Company, Inc's book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 11.1% | $10.93 Million | $- | $10.93 Million | $98.22 Million | ▼ -1793.1 pp |
| 2024 | 1804.2% | $14.29 Million | $- | $14.29 Million | $791.77K | ▲ +1595.7 pp |
| 2021 | 208.5% | $10.86 Million | $- | $10.86 Million | $5.21 Million | — |