AI Portfolio Analysis Report: 'PER/PEG Value Portfolio' Holds Its Own Amidst Market Decline

Author: Investment Analysis Specialist Reporter

Time of Report: 2026-05-15 16:54:04 (KST)

Lead: AI Portfolio Records 61% Return Amidst Broad Market Downturn

On May 15, 2026, amidst a widespread decline in investor sentiment and significant drops across major domestic and international stock markets, the AI-based portfolio 'PER/PEG Value Portfolio' continues to demonstrate robust performance. With an initial capital of $10,000, the portfolio has grown to a total asset value of $16,185.54, achieving a substantial return of 61.86%. This result underscores the portfolio's ability to select stocks combining both value and growth potential even during a market downturn.

Portfolio Performance: Superior Defense Against Market Decline and Steady Asset Growth

The Korean stock market experienced a slump today, with the KOSPI index falling sharply by 6.12% and the KOSDAQ index down 5.14%. The U.S. market also showed weakness, with the S&P 500 index down 0.99% and the Nasdaq Composite down 1.27%. Despite this macroeconomic environment, the 'PER/PEG Value Portfolio' has steadily increased its assets from $15,494.02 to $16,185.54 over the past five trading days. Notably, it recorded a net asset increase of approximately $700 over four days from May 11 to May 15, demonstrating relative resilience against the market decline. This performance is remarkable considering the portfolio is fully invested with no cash holdings.

Holdings Analysis: Focus on AI and Semiconductor Sectors, Valuation Attractiveness

This portfolio employs a strategy of concentrated investment in companies related to AI and semiconductors. The current prices and valuation metrics of its major holdings are as follows:

Stock	Quantity	Average Purchase Price	Current Price	PER	PEG	EPS
NVIDIA (NVDA)	24.47 shares	$182.49	$235.74	48.1	0.75	$4.90
SOXL (Direxion Daily Semiconductor Bu)	19.01 shares	$61.36	$186.19	140.2	0.88	N/A
Broadcom (AVGO)	5.67 shares	$326.03	$439.79	85.4	0.96	$5.15
AMD (AMD)	7.17 shares	$198.62	$449.70	149.4	1.08	$3.01
Meta Platforms (META)	0.98 shares	$653.56	$618.43	22.5	0.89	$27.52
Amazon (AMZN)	2.06 shares	$208.39	$267.22	32.0	1.86	$8.36

NVIDIA (NVDA) continues to show a high PER, but its PEG ratio of 0.75 suggests potential undervaluation relative to its growth. SOXL, a leveraged product, exhibits a high PER but a favorable PEG ratio. Broadcom (AVGO) and AMD (AMD) also show PEG ratios that reflect growth prospects relative to their high PERs. Meta Platforms (META) maintains a relatively low PER and a healthy PEG ratio, demonstrating its value stock characteristics. Amazon (AMZN) has a high PEG ratio, indicating analysis suggests slower growth. Overall, the portfolio's composition is notable for its focus on growth stocks in the AI and semiconductor sectors.

Recent Trading Activity: Volatility Exploitation and Position Adjustment Strategy

Recent trading history reveals an aggressive move to increase NVIDIA (NVDA) holdings, driven by the high demand for AI chips and its growth potential. NVIDIA was purchased on April 10, 17, and 27. Specifically, on April 27, 0.59 shares were added at $216.61, reflecting a strong belief in the surge in AI chip demand and sustained growth potential. Conversely, for SOXL, a strategy of taking partial profits and maintaining portfolio balance has been employed during short-term rallies. Multiple SOXL sales occurred between April 10 and April 24, indicating a strategy to profit from volatility. This suggests a flexible approach of securing gains from high-volatility products and reinvesting in stocks with clear growth prospects. An additional purchase of Broadcom (AVGO) on April 13 further signals a bet on the positive outlook within the semiconductor sector.

Date	Type	Stock	Quantity	Price	Reason
2026-04-27	Buy	NVDA	0.59 shares	$216.61	Aggressively increasing position, considering surge in AI chip demand, sustained growth potential, and low PEG ratio.
2026-04-24	Sell	SOXL	1.00 shares	$128.32	Maintaining portfolio balance following a short-term rise.
2026-04-17	Buy	NVDA	0.93 shares	$201.68	Strong growth potential due to surge in AI chip demand and low PEG ratio.
2026-04-16	Sell	SOXL	1.05 shares	$88.37	Adjusting portfolio balance after recent short-term surge.
2026-04-15	Sell	SOXL	1.11 shares	$85.96	Taking partial profits and maintaining portfolio balance after short-term surge.
2026-04-13	Sell	SOXL	1.17 shares	$80.56	Taking partial profits and maintaining portfolio balance as target price was approached.
2026-04-13	Buy	AVGO	0.49 shares	$379.75	Expecting further upside given strong fundamentals and positive semiconductor sector outlook.
2026-04-10	Buy	NVDA	0.69 shares	$188.63	Decision to add shares considering surge in AI chip demand, solid momentum, and attractive PEG valuation. Expecting target price to be reached within 3 months.
2026-04-10	Sell	SOXL	1.23 shares	$76.39	Taking partial profits and rebalancing portfolio after short-term surge. Aggressive investment strategy exploiting high volatility maintained.
2026-04-09	Sell	META	0.05 shares	$628.39	Taking partial profits and rebalancing portfolio following recent rise.

Market Outlook: Continued Volatility, AI Sector in Focus

The current market conditions, indicated by rising U.S. 10-year Treasury yields (4.589%) and an increasing VIX volatility index (18.14), suggest heightened investor anxiety. The Won-Dollar exchange rate's rise to 1497 KRW also points to growing volatility in the foreign exchange market. Oil prices, with Brent crude on an upward trend, signal potential ongoing inflationary pressures from the energy sector. These complex macroeconomic indicators warn of continued market volatility in the near future. However, the AI and semiconductor sectors are recognized for their long-term growth potential despite short-term market adjustments. The 'PER/PEG Value Portfolio' is generating returns through a combination of value, growth, and strategic trading in this environment, and is expected to continue its analysis of key companies involved in AI technological advancements.

※ This report is an analysis of a simulated portfolio by AI and does not constitute investment advice. Actual investments should be made based on your own judgment and responsibility.