AI Value Investing Portfolio Tops 71% Cumulative Return in Investment Report, Posting an Impressive Track Record

U.S. Markets Climb Steadily While Korean Markets Lag… Semiconductor-Focused 'AI Value Investing Portfolio' Posts +71% Return

As of the early hours of the 7th (Korea time), U.S. markets closed higher across the board, with the Dow Jones up 0.49% at 51,521, alongside gains in the Nasdaq and S&P 500. By contrast, the KOSPI fell 0.79% the previous day to around 6,886, and the KOSDAQ dropped 1.41%, leaving Korean markets in a somewhat frozen state. Amid this divergence in global market sentiment, the portfolio's cumulative return reached +71.13%, with total assets at $17,113, continuing its steady upward trajectory.

Breaking Through the '$16,000 Wall'

Looking at the asset trajectory, the portfolio started at $16,316 on September 30 and accelerated its climb in the first week of October. After reaching $16,378 on October 1 and $16,527 on the 2nd, it hit $16,951 on the 5th and surged to $17,113 on the 6th—adding roughly $700 in just three days. The gains were particularly driven by semiconductor stocks: as the Philadelphia Semiconductor Index rose 0.34%, leveraged products and individual chip stocks powered the portfolio's returns.

Holdings Check: Undervaluation Relative to Growth Is the Hidden Winning Edge

The portfolio's core is firmly rooted in semiconductors. Its largest holding, Nvidia, trades at a P/E of just 30.2, with a PEG of only 0.29 when adjusted for growth—suggesting the 'undervalued relative to growth' thesis still holds. Micron, with a P/E of 14.3 and a PEG of 0.16, is priced low relative to its profitability, having already proven the benefits of the HBM and memory supercycle. Broadcom, a powerhouse in broadband communication chips, carries a somewhat burdensome P/E of 46.3, but with a PEG of 0.35, its growth has yet to catch up with its stock price. AMD, however, trades at a P/E of 161, creating significant short-term valuation pressure, while Intel remains pre-turnaround, leaving volatility risk lingering relative to its earnings momentum. Amazon (P/E 20.2) and Meta (P/E 28) maintain relatively healthy multiples, providing ballast for the portfolio.

Stock	Quantity	Purchase Price	Current Price	P/E
Nvidia	26.59 shares	$184.21	$238.90	30.2
Micron	0.42 shares	$987.48	$1,063.96	14.3
Broadcom	5.67 shares	$326.03	$362.51	46.3
AMD	7.17 shares	$198.62	$631.75	161.2
Amazon	1.95 shares	$208.39	$251.40	20.2
Meta Platforms	0.55 shares	$653.56	$741.90	28.0
Intel	2.80 shares	$104.56	$116.19	-
SOXL	14.65 shares	$71.22	$164.27	-
TQQQ	1.19 shares	$76.34	$83.12	-

Trade Review: Trimming Leverage in Favor of Individual Stocks

The most notable pattern in recent trading has been the steady partial selling of SOXL. From the low-$130s in early August to the mid-$110s by mid-September, repeated profit-taking helped manage the volatility risk of the 3x leveraged ETF. The freed-up capital was redirected into undervalued individual stocks such as Micron and Broadcom—notably, the additional Micron purchase on September 18 was a classic value approach, based on a forward P/E in the 6x range and low growth-adjusted valuation. The partial Meta sale on August 21 can likewise be read as a rebalancing move in response to sector rotation.

Date	Type	Stock	Quantity	Price
2026-09-18	Buy	Micron	0.19 shares	$977.50
2026-09-18	Sell	SOXL	0.77 shares	$114.82
2026-08-28	Sell	SOXL	0.81 shares	$123.05
2026-08-21	Buy	Nvidia	0.84 shares	$216.85
2026-08-21	Sell	Meta Platforms	0.10 shares	$545.83
2026-08-21	Sell	Micron	0.03 shares	$974.33
2026-08-21	Sell	SOXL	0.85 shares	$122.21
2026-08-14	Buy	Intel	2.80 shares	$104.56
2026-08-14	Sell	SOXL	0.90 shares	$145.36
2026-08-07	Sell	SOXL	0.95 shares	$132.33

Market Outlook: Caution Amid Optimism

External indicators present a mix of positives and warnings. With the VIX down to 15.01, market sentiment has settled into stable territory, and the won/dollar exchange rate has slipped to the 1,338 range, improving conditions for foreign capital inflows. On the other hand, energy inflation pressures persist, with Brent crude hovering above $100 and WTI holding near $90, while the continued climb of the U.S. 10-year Treasury yield to 5.27% remains a variable capping growth-stock valuations. Bitcoin's 1.88% and Ethereum's 3.60% declines could also be read as small cracks in risk appetite. The portfolio's strategy of reducing leverage and reallocating toward undervalued stocks appears well-suited to this ambivalent environment.

※ This report analyzes the simulated operation of the AI Value Investing Portfolio and does not constitute investment advice. Actual investment decisions should be made at your own discretion and responsibility.