Paasa Corporate Bonds

Paasa Corporate Bonds

Low risk

Preservation

Corporate bonds

The portfolio combines high-income potential with risk diversification. Its heavy allocation to high-yield bonds enhances returns, while emerging market debt introduces geographic diversity. The smaller allocation to investment-grade bonds provides a safety cushion against market volatility or economic downturns.


  • High-Yield Corporate Bonds (60%)

    iShares $ High Yield Corp Bond UCITS ETF offers exposure to non-investment-grade corporate bonds, providing attractive yields with higher credit risk. These bonds are issued by established corporations seeking to fund growth or refinance debt, appealing to yield-seeking investors.


  • Emerging Market Corporate Bonds (30%)

    iShares J.P. Morgan $ EM Corp Bond UCITS ETF focuses on bonds from corporations in emerging markets. This allocation diversifies credit risk geographically and capitalizes on the higher growth potential and improving creditworthiness of emerging economies.

  • Investment-Grade Corporate Bonds (10%)

    iShares $ Corp Bond UCITS ETF delivers stability through bonds with higher credit ratings, offering a lower-risk component to balance the portfolio’s riskier assets.

The portfolio combines high-income potential with risk diversification. Its heavy allocation to high-yield bonds enhances returns, while emerging market debt introduces geographic diversity. The smaller allocation to investment-grade bonds provides a safety cushion against market volatility or economic downturns.


  • High-Yield Corporate Bonds (60%)

    iShares $ High Yield Corp Bond UCITS ETF offers exposure to non-investment-grade corporate bonds, providing attractive yields with higher credit risk. These bonds are issued by established corporations seeking to fund growth or refinance debt, appealing to yield-seeking investors.


  • Emerging Market Corporate Bonds (30%)

    iShares J.P. Morgan $ EM Corp Bond UCITS ETF focuses on bonds from corporations in emerging markets. This allocation diversifies credit risk geographically and capitalizes on the higher growth potential and improving creditworthiness of emerging economies.

  • Investment-Grade Corporate Bonds (10%)

    iShares $ Corp Bond UCITS ETF delivers stability through bonds with higher credit ratings, offering a lower-risk component to balance the portfolio’s riskier assets.

Top sector

Utilities

Holdings

Portfolio expense ratio

0.34%

Paasa fee

0.90%

1Y return

1Y return

7.83%

7.83%

5Y annualized

5Y annualized

2.92%

2.92%

Divident yield

Divident yield

6.12% / yr

6.12% / yr

Volatility

1.29%

Volatility

1.29%

Volatility

1.29%

Max. drawdown

18.32%

Max. drawdown

18.32%

Max. drawdown

18.32%

Performance data is accurate as of Jan 7, 2025. The performance figures presented are gross of fees, excluding any transactional fees from brokerage services, advisory or platform fees associated with Paasa.

Paasa Corporate Bonds

Paasa Corporate Bonds

Paasa Corporate Bonds

S&P 500

S&P 500

S&P 500

Funds

Top holdings

Sectors

Regions

Ratios

0% equity

100% bonds

iShares $ High Yield Corp Bond UCITS ETF USD (Acc)

IHYA • U.S corporate bond ETF

60%

iShares J.P. Morgan $ EM Corp Bond UCITS ETF USD (Acc)

EMCP • U.S corporate bond ETF

30%

iShares $ Corp Bond UCITS ETF USD (Acc)

LQDA • 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

0% equity

100% bonds

iShares $ High Yield Corp Bond UCITS ETF USD (Acc)

IHYA • U.S corporate bond ETF

60%

iShares J.P. Morgan $ EM Corp Bond UCITS ETF USD (Acc)

EMCP • U.S corporate bond ETF

30%

iShares Core MSCI World UCITS ETF…

LQDA • 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

0% equity

100% bonds

iShares $ High Yield Corp Bond UCITS ETF USD (Acc)

IHYA • U.S corporate bond ETF

60%

iShares US Aggregate Bond UCITS…

EMCP • U.S corporate bond ETF

30%

iShares Core MSCI World UCITS E…

LQDA • 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.