Paasa Safe Growth
Paasa Safe Growth
Low risk
Preservation
Index funds
A 50/50 equity-to-bond split reduces overall portfolio volatility. Perfect for those who want to preserve capital.
Equities are anchored by a 40% allocation to the S&P 500 (CSPX), tapping into America’s largest companies. A 10% slice in a World ETF (SWDA) brings global diversification, covering developed markets worldwide.
The remaining 50% is dedicated to accumulating bond ETFs, ensuring a solid foundation of stability. With 30% in a US Aggregate Bond ETF (IUAA) for broad market coverage, 5% in short-term U.S. Treasuries (IBTA) for safety, and 10% in corporate bonds (LQDA) for added yield, this fixed-income allocation hedges risk without sacrificing return potential.
A 50/50 equity-to-bond split reduces overall portfolio volatility. Perfect for those who want to preserve capital.
Equities are anchored by a 40% allocation to the S&P 500 (CSPX), tapping into America’s largest companies. A 10% slice in a World ETF (SWDA) brings global diversification, covering developed markets worldwide.
The remaining 50% is dedicated to accumulating bond ETFs, ensuring a solid foundation of stability. With 30% in a US Aggregate Bond ETF (IUAA) for broad market coverage, 5% in short-term U.S. Treasuries (IBTA) for safety, and 10% in corporate bonds (LQDA) for added yield, this fixed-income allocation hedges risk without sacrificing return potential.
1Y return
1Y return
13.19%
13.19%
5Y annualized
5Y annualized
7.00%
7.00%
Volatility
2.13%
Volatility
2.13%
Max. drawdown
19.46%
Max. drawdown
19.46%
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 Safe Growth
Paasa Safe Growth
Paasa Safe Growth
S&P 500
S&P 500
S&P 500
Funds
Top holdings
Sectors
Regions
Ratios
50% equity
50% bonds
iShares Core S&P 500 UCITS ETF
CSPX • U.S stocks ETF
40%
iShares US Aggregate Bond UCITS ETF
IUAA • U.S corporate bond ETF
30%
iShares Core MSCI World UCITS ETF USD
SWDA • Global markets ETF
10%
iShares USD Corp Bond UCITS ETF
LQDE • U.S total bond market 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
50% equity
50% bonds
iShares Core S&P 500 UCITS ETF
CSPX • U.S stocks ETF
40%
iShares US Aggregate Bond UCITS…
IUAA • U.S corporate bond ETF
30%
iShares Core MSCI World UCITS E…
SWDA • Global markets ETF
10%
iShares USD Corp Bond UCITS ETF
LQDE • U.S total bond market 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
50% equity
50% bonds
iShares Core S&P 500 UCITS ETF
CSPX • U.S stocks ETF
40%
iShares US Aggregate Bond UCITS ETF
IUAA • U.S corporate bond ETF
30%
iShares Core MSCI World UCITS ETF…
SWDA • Global markets ETF
10%
iShares USD Corp Bond UCITS ETF
LQDE • U.S total bond market ETF
10%
iShares USD Treasury Bond 1-3yr UCI…
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.