We had the opportunity to speak with Jérôme Baudot, a wealth management advisor and partner of the company. His goal is to recommend the most suitable investment solution for his clients' individual profiles. Discover what he thinks of Élevage et Patrimoine's unique investment strategy ...
Diversification : key to wealth management
Before getting to the heart of the matter, Jérôme Baudot emphasizes the crucial importance of diversification in wealth management. As he so aptly puts it, "Don't put all your eggs in one basket." is a fundamental principle. Diversification helps reduce risks and ensures long-term stability for your portfolio.
Investing in cows with Livestock Farming and Heritage
Élevage et Patrimoine offers a unique investment opportunity in cattle herds. Jérôme Baudot explains that this investment is exceptional because it falls under the category of "miscellaneous assets" of the Authority of Markets Financials ( AMF ) . It allows investors to put their money into the real economy, supporting French livestock farming and farmers. It's an investment opportunity that makes sense from both a financial and ethical perspective.
What benefits ?
Jérôme Baudot highlights three key advantages for investors in Livestock and Heritage:
1) One-time investment: He points out that this opportunity is very rare and that no bank offers such an investment.
2) Pride in ownership: Investors take pride in owning one or more cows at an affordable cost.
3) Tax advantages: Investors benefit from tax savings by amortizing approximately 10% of the invested amount each year for 10 years. This amortization is deducted from their net taxable income.
Yield and Security
In terms of returns, Élevage et Patrimoine has recorded an attractive return over the past 15 years, making it an attractive investment.
To ensure the security of investments, each animal is insured and replaced in case of death. Investors receive a certificate of ownership with their cow's ITEB (Technical Institute of Bovine Breeding) number, which guarantees their participation.
Management and Expertise
The management of the cattle herd is handled by the technical department of Élevage et Patrimoine, meaning that investors have nothing to do on their end. Furthermore, they receive regular updates, including a monthly newsletter, a portfolio review in June, and a personalized tax return in April.
Accessibility
Investing in cattle with Élevage et Patrimoine is accessible to a wide audience, with an entry ticket of around €2,000, corresponding to the current market price of a cow.
Duration and Liquidity
The product is liquid and available at any time. However, it is a medium- to long-term investment, generally 5 to 10 years. Investors benefit from tax exemptions on capital gains after the first 5 years, making it an attractive option for those looking to invest for the long term.
Eventually ?
In conclusion, investing in cattle through Élevage et Patrimoine offers a unique opportunity to diversify your portfolio. As Jérôme Baudot explains, it's an investment solution that is both "appealing and profitable," allowing you not only to generate returns but also to contribute to the French economy by supporting our farmers and participating in food production. For those seeking a profitable and ethical investment, investing in a cow deserves serious consideration.
If you would like to learn more about this exciting investment opportunity, please do not hesitate to contact us for detailed information.
Investing in miscellaneous assets involves risks of total or partial loss of invested capital, and past performance is not indicative of future results.
