Paasa Balanced Growth
Paasa Balanced Growth
Medium risk
Index funds
Designed for those who appreciate both growth and security, this portfolio positions you for long-term success while navigating volatility.
With 70% allocated to equities, it taps into the world’s most innovative companies, primarily through the S&P 500 and the NASDAQ 100, which together form 60% of the portfolio. The large exposure to U.S. markets reflects a strong belief in the power of American companies to drive global growth, particularly in tech, with 10% allocated to emerging markets (EIMI) to capture opportunities in rising economies.
The remaining 30% ensures resilience, offering safety through diversified bonds. U.S. Aggregate Bonds (IUAA) and Treasury Bonds (IBTA) provide stability, while corporate bonds (LQDA) add a touch of credit risk for better yield.
This structure allows you to participate in world-changing companies while maintaining a solid financial foundation, designed to weather volatility while keeping an eye on long-term value.
Designed for those who appreciate both growth and security, this portfolio positions you for long-term success while navigating volatility.
With 70% allocated to equities, it taps into the world’s most innovative companies, primarily through the S&P 500 and the NASDAQ 100, which together form 60% of the portfolio. The large exposure to U.S. markets reflects a strong belief in the power of American companies to drive global growth, particularly in tech, with 10% allocated to emerging markets (EIMI) to capture opportunities in rising economies.
The remaining 30% ensures resilience, offering safety through diversified bonds. U.S. Aggregate Bonds (IUAA) and Treasury Bonds (IBTA) provide stability, while corporate bonds (LQDA) add a touch of credit risk for better yield.
This structure allows you to participate in world-changing companies while maintaining a solid financial foundation, designed to weather volatility while keeping an eye on long-term value.
1Y return
1Y return
17.90%
17.90%
5Y annualized
5Y annualized
9.72%
9.72%
Volatility
2.39%
Volatility
2.39%
Max. drawdown
24.69%
Max. drawdown
24.69%
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 Balanced Growth
Paasa Balanced Growth
Paasa Balanced Growth
S&P 500
S&P 500
S&P 500
Funds
Top holdings
Sectors
Regions
Ratios
70% equity
30% bonds
iShares Core S&P 500 UCITS ETF
CSPX • U.S stocks ETF
50%
iShares NASDAQ 100 UCITS ETF
CNDX • Technology ETF
10%
iShares Core MSCI EM IMI UCITS ETF
EIMI • Emerging markets ETF
10%
iShares USD Corp Bond UCITS ETF
LQDE • U.S total bond market ETF
10%
iShares US Aggregate Bond UCITS ETF
IUAA • U.S corporate bond ETF
10%
iShares USD Treasury Bond 1-3yr UCITS ETF
IBTA • U.S treasury 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
70% equity
30% bonds
iShares Core S&P 500 UCITS ETF
CSPX • U.S stocks ETF
50%
iShares NASDAQ 100 UCITS ETF
CNDX • Technology ETF
10%
iShares Core MSCI EM IMI UCITS ETF
EIMI • Emerging markets ETF
10%
iShares USD Corp Bond UCITS ETF
LQDE • U.S total bond market ETF
10%
iShares US Aggregate Bond UCITS…
IUAA • U.S corporate bond ETF
10%
iShares USD Treasury Bond 1-3yr…
IBTA • U.S treasury 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
70% equity
30% bonds
iShares Core S&P 500 UCITS ETF
CSPX • U.S stocks ETF
50%
iShares NASDAQ 100 UCITS ETF
CNDX • Technology ETF
10%
iShares Core MSCI EM IMI UCITS ETF
EIMI • Emerging markets ETF
10%
iShares USD Corp Bond UCITS ETF
LQDE • U.S total bond market ETF
10%
iShares US Aggregate Bond UCITS ETF
IUAA • U.S corporate bond ETF
10%
iShares USD Treasury Bond 1-3yr UCITS ETF
IBTA • U.S treasury 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.