Paasa Active Growth

Paasa Active Growth

High risk

Index funds

This is a portfolio designed for those who are forward-thinking, growth-oriented, and comfortable with the volatility that comes with high-risk, high-reward investments.





Majority of the portfolio is allocated to U.S. equities. The S&P 500 anchors 50% of the portfolio, giving broad exposure to large-cap American companies. The excitement lies in the 30% allocated to the NASDAQ 100, focusing on tech giants and disruptors that are pushing the boundaries of what’s possible.



To add global diversity, 10% is placed in the iShares Core MSCI Emerging Markets IMI UCITS ETF (EIMI), ensuring you don’t miss out on the growth potential of emerging economies.

The remaining 10% balances the risk slightly with investment-grade corporate bonds (LQDA), offering some cushion while still chasing yield.

This is a portfolio designed for those who are forward-thinking, growth-oriented, and comfortable with the volatility that comes with high-risk, high-reward investments.





Majority of the portfolio is allocated to U.S. equities. The S&P 500 anchors 50% of the portfolio, giving broad exposure to large-cap American companies. The excitement lies in the 30% allocated to the NASDAQ 100, focusing on tech giants and disruptors that are pushing the boundaries of what’s possible.



To add global diversity, 10% is placed in the iShares Core MSCI Emerging Markets IMI UCITS ETF (EIMI), ensuring you don’t miss out on the growth potential of emerging economies.

The remaining 10% balances the risk slightly with investment-grade corporate bonds (LQDA), offering some cushion while still chasing yield.

Top sector

Technology

Holdings

Portfolio expense ratio

0.15%

Paasa fee

0.90%

1Y return

1Y return

23.92%

23.92%

5Y annualized

5Y annualized

13.45%

13.45%

Volatility

2.85%

Volatility

2.85%

Max. drawdown

30.27%

Max. drawdown

30.27%

Performance data is accurate as of Jan 1st, 2025. The performance figures presented are gross of fees, excluding any transactional fees from brokerage services, advisory or platform fees associated with Paasa.

Paasa Active Growth

Paasa Active Growth

Paasa Active Growth

S&P 500

S&P 500

S&P 500

Funds

Top holdings

Sectors

Regions

Ratios

90% equity

10% bonds

iShares Core S&P 500 UCITS ETF

CSPX • U.S stocks ETF

50%

iShares NASDAQ 100 UCITS ETF

CNDX • Technology ETF

30%

iShares Core MSCI EM IMI UCITS ETF

EIMI • Emerging markets ETF

10%

iShares USD Corp Bond UCITS ETF

LQDE • U.S corporate bond ETF

10%

ETFs by iShares

This portfolio is comprised of ETFs managed by iShares. They've been a leader in the ETF marketplace for more than two decades, and as a part of BlackRock, their products are engineered by investment professionals with discipline and deep risk management expertise.

Irish domiciled ETFs

At Paasa we help you invest ETFs registered in Ireland. These ETFs are not subject to US estate taxes (40% of total net worth).


This simplifies estate planning for your heirs while providing same market access to US stocks and indices.

Funds

Top holdings

Sectors

Regions

Ratios

90% equity

10% bonds

iShares Core S&P 500 UCITS ETF

CSPX • U.S stocks ETF

50%

iShares NASDAQ 100 UCITS ETF

CNDX • Technology ETF

30%

iShares Core MSCI EM IMI UCITS ETF

EIMI • Emerging markets ETF

10%

iShares USD Corp Bond UCITS ETF

LQDE • U.S corporate bond ETF

10%

ETFs by iShares

This portfolio is comprised of ETFs managed by iShares. They've been a leader in the ETF marketplace for more than two decades, and as a

part of BlackRock, their products are engineered by investment professionals with discipline and deep risk management expertise.

Irish domiciled ETFs

At Paasa we help you invest ETFs registered in Ireland. These ETFs are not subject to US estate taxes (40% of total net worth).


This simplifies estate planning for your heirs while providing same market access to US stocks and indices.

Funds

Top holdings

Sectors

Regions

Ratios

90% equity

10% bonds

iShares Core S&P 500 UCITS ETF

CSPX • U.S stocks ETF

50%

iShares NASDAQ 100 UCITS ETF

CNDX • Technology ETF

30%

iShares Core MSCI EM IMI UCITS ETF

EIMI • Emerging markets ETF

10%

iShares USD Corp Bond UCITS ETF

LQDE • U.S corporate bond ETF

10%

ETFs by iShares

This portfolio is comprised of ETFs managed by iShares. They've been a leader in the ETF marketplace for more than two decades, and as a part of BlackRock, their products are engineered by investment professionals with discipline and deep risk management expertise.

Irish domiciled ETFs

At Paasa we help you invest ETFs registered in Ireland. These ETFs are not subject to US estate taxes (40% of total net worth).


This simplifies estate planning for your heirs while providing same market access to US stocks and indices.

Paasa is a financial technology company, not a bank or brokerage or financial advisor. All banking and
brokerage services are provided by our licensed partners. Advisory services lent by Navin Kumar
Choudhary, a SEBI Registered Investment Advisor INA0000A4922. RIA address: Unit 1101, Wing 1,
Greens Scociety, Aditya Birla Hospital Marg, Thergoan, Pune - 411033

360 S Baywood Ave.

San Jose, CA 95128, USA


© 2025 Paasa, Inc. All rights reserved.

Paasa is a financial technology company, not a bank or brokerage or financial advisor. All banking and
brokerage services are provided by our licensed partners. Advisory services lent by Navin Kumar
Choudhary, a SEBI Registered Investment Advisor INA0000A4922. RIA address: Unit 1101, Wing 1,
Greens Scociety, Aditya Birla Hospital Marg, Thergoan, Pune - 411033

360 S Baywood Ave.

San Jose, CA 95128, USA


© 2025 Paasa, Inc. All rights reserved.

Paasa is a financial technology company, not a bank or brokerage or financial advisor.

All banking and brokerage services are provided by our licensed partners. Advisory services lent by Navin Kumar Choudhary, a SEBI Registered Investment Advisor INA0000A4922. RIA address: Unit 1101, Wing 1, Greens Scociety, Aditya Birla Hospital Marg, Thergoan, Pune - 411033

360 S Baywood Ave.

San Jose, CA 95128, USA


© 2025 Paasa, Inc. All rights reserved.