PER/PEG Portfolio Achieves 57% Return in Investment Report

PER/PEG Value Portfolio Achieves 57% Return... AI and Semiconductor Sector Focus Strategy Proves Effective

May 14, 2026, 3:29 PM (KST) – Today, both domestic and international stock markets showed overall strength. The KOSPI closed up 1.75% at 7981.41, and the KOSDAQ rose 1.20% to 1191.09. U.S. markets also continued their positive trend, with the Dow Jones up 0.82%, the S&P 500 up 0.86%, and the Nasdaq Composite up 1.02%. The Philadelphia Semiconductor Index also climbed 0.84%, supporting the rally in tech stocks. The won/dollar exchange rate fell slightly to 1491.47 won, contributing to market stability. Amidst this bullish market, the 'PER/PEG Value Portfolio,' which focuses on AI and semiconductor sectors, has attracted investor attention by recording an impressive 57.5% return since its launch.

Portfolio Performance and Asset Trends

The PER/PEG Value Portfolio, which started with an initial capital of $10,000, has now achieved a high return of 57.5%, reaching a total asset value of $15,749.644. Particularly, examining the asset trend over the last five trading days reveals a steady upward trajectory, starting from $14,500.738 on May 8th and reaching $15,749.644 on the 14th. The 0% cash balance indicates that all funds within the portfolio are actively invested, demonstrating strong conviction in the current market conditions and holdings.

Holdings Analysis: Centered on AI and Semiconductor Companies

The current portfolio consists of a total of six stocks: NVIDIA (NVDA), SOXL, Broadcom (AVGO), AMD, Meta (META), and Amazon (AMZN). Among these, NVIDIA (NVDA), SOXL, Broadcom (AVGO), and AMD are leaders in AI chip development and the semiconductor industry, forming the core of the portfolio based on their high growth potential and valuation appeal.

NVIDIA (NVDA) currently has a P/E ratio of 46.1 and a P/G ratio of 0.70. Despite the high P/E, its P/G ratio, considering its growth prospects, is highly attractive. Its Earnings Per Share (EPS) stands at $4.90, showing consistent profit growth. SOXL, a leveraged ETF, plays a role in maximizing the upside of the semiconductor sector, with a P/E of 138.7 and a P/G of 0.89. Broadcom (AVGO) has a P/E of 81.2 and a P/G of 0.91, while AMD has a P/E of 149.5 and a P/G of 1.08. Although both stocks are currently trading at relatively high valuations, they are judged to have ample room for further upside given the positive industry outlook and growth potential.

Meta (META) shows a relatively lower P/E of 22.4 and a healthy P/G ratio of 0.88, with an EPS of $27.50, demonstrating robust profit-generating capabilities. Amazon (AMZN) has the highest P/G ratio among the holdings at 1.85, with a P/E of 32.4, but it provides balance to the portfolio based on the continued growth of its e-commerce and cloud businesses.

Recent Trading Activity: Strategic Position Adjustments and Profit-Taking

Over the past month, the portfolio's trading activity has been marked by increased positions in key growth stocks like NVIDIA (NVDA) and Broadcom (AVGO), driven by the surge in AI chip demand and positive semiconductor sector outlook, alongside short-term profit-taking in SOXL. At the end of April, NVIDIA (NVDA) saw an aggressive increase in its weighting, based on surging AI chip demand and its low P/G ratio, representing a strategic decision favoring companies expected to directly benefit from AI technological advancements.

Conversely, SOXL experienced multiple sell-offs to maintain portfolio balance and realize some profits following its sharp short-term gains. This demonstrates a balanced approach, leveraging high volatility while avoiding excessive risk exposure. On April 13th, additional purchases were made in Broadcom (AVGO), analyzed as a move based on strong fundamentals and a positive sector outlook.

Market Outlook

The overall market is currently maintaining a positive trend, driven by the strong performance of tech stocks, particularly those related to AI and semiconductors. Declining crude oil prices are partially easing concerns about inflationary pressures, while falling long-term U.S. Treasury yields are boosting risk appetite. The cryptocurrency market, including Bitcoin and Ethereum, is also showing strength, suggesting an overall improvement in investor sentiment. However, caution regarding high valuation levels still persists, making it crucial to manage portfolios by closely analyzing individual companies' fundamentals and growth narratives.

※ This report analyzes an AI-simulated portfolio and does not constitute investment advice. Actual investments should be made at your own judgment and risk.