AI Portfolio Performance Results Revealed

[AI Portfolio Analysis]

AI Portfolio Achieves 52% Return; Seeks Volatility Management Amid Semiconductor Concentration

As of May 18, 2026, the AI-driven 'PER/PEG Value Portfolio' has achieved a significant return of 52.35% against its initial capital of $10,000, bringing its total assets to $15,235.315. Amidst a mixed market performance on this day, the portfolio maintained robust results through concentrated investments in the semiconductor sector and active value-based trading strategies.

Portfolio Performance and Asset Trend

The portfolio is currently fully invested with no cash holdings and has continued an upward trend over the past five trading days while managing its asset volatility. After experiencing a slight adjustment from $15,852.294 on May 12th, the assets, which dipped to $15,749.644 by May 14th, rebounded to $16,185.538 on May 15th, showing a positive momentum. As of May 18th, the total assets stand at $15,235.315, marking an accumulated return of 52.35% over the investment period.

Holding Analysis: Focus on AI and Semiconductors

The portfolio consists of six stocks: NVIDIA (NVDA), SOXL (Direxion Daily Semiconductor Bull 3X Shares), Broadcom (AVGO), AMD (AMD), Meta (META), and Amazon (AMZN), with a high concentration in AI chip manufacturing and related semiconductor sectors. A value investment strategy is evident, comprehensively considering the PER (Price-to-Earnings Ratio) and PEG (Price/Earnings to Growth Ratio) metrics for individual stocks.

NVIDIA, with a PER of 46.1 and a PEG of 0.72, is still highly regarded for its growth potential. Broadcom (PER 82.7, PEG 0.93) and AMD (PER 140.9, PEG 1.02) also appear to offset valuation pressures with their strong growth rates. SOXL shows a high PER of 123.6, but reflects its growth with a PEG of 0.81. Meta (PER 22.3, PEG 0.89) and Amazon (PER 31.6, PEG 1.83) exhibit characteristics of stable value stocks with relatively lower PER and PEG ratios. However, the high PER for SOXL and AMD could pose a risk factor for future market volatility.

Current Holdings

Stock	Quantity (Shares)	Average Cost Basis ($)	Current Price ($)	PER	PEG	EPS ($)
NVIDIA (NVDA)	24.47	182.49	225.32	46.1	0.72	4.89
SOXL	19.01	61.36	164.18	123.6	0.81	-
Broadcom (AVGO)	5.67	326.03	425.19	82.7	0.93	5.14
AMD (AMD)	7.17	198.62	424.10	140.9	1.02	3.01
Meta (META)	0.98	653.56	614.23	22.3	0.89	27.52
Amazon (AMZN)	2.06	208.39	264.14	31.6	1.83	8.35

Recent Trades: Value-Based Portfolio Adjustments

Over the past month, the portfolio has primarily engaged in repeated buying of NVIDIA and selling of SOXL, adjusting its composition based on valuation and market conditions. In late April, aggressive buying of NVIDIA occurred, driven by surging AI chip demand, continued growth potential, and a low PEG ratio. Conversely, SOXL was repeatedly sold in tranches to realize profits from its short-term surge and maintain portfolio balance. This strategy is interpreted as an attempt to capitalize on the high volatility of leveraged products for profit and manage risk exposure according to market conditions.

Recent Trade History

Date	Type	Stock	Quantity (Shares)	Average Buy/Sell Price ($)	Reason
2026-04-27	Buy	NVIDIA (NVDA)	0.59	216.61	Aggressive position increase considering surging AI chip demand, sustained growth potential, and low PEG ratio.
2026-04-24	Sell	SOXL	1.00	128.32	Portfolio balance maintenance following a short-term rise.
2026-04-17	Buy	NVIDIA (NVDA)	0.93	201.68	Strong growth potential due to surging AI chip demand and low PEG ratio.
2026-04-16	Sell	SOXL	1.05	88.37	Partial portfolio balance adjustment following a recent sharp short-term rise.
2026-04-15	Sell	SOXL	1.11	85.96	Partial profit realization and portfolio balance maintenance due to a sharp short-term rise.
2026-04-13	Sell	SOXL	1.17	80.56	Partial profit-taking as target price was approached and portfolio balance maintenance.
2026-04-13	Buy	Broadcom (AVGO)	0.49	379.75	Further upside expected amid strong fundamentals and positive outlook for the semiconductor sector.
2026-04-10	Buy	NVIDIA (NVDA)	0.69	188.63	Decision to buy more, considering surging AI chip demand, strong momentum, and attractive PEG valuation. Target price expected within the next 3 months.
2026-04-10	Sell	SOXL	1.23	76.39	Partial profit-taking due to short-term surge and portfolio balance adjustment. Aggressive investment stance leveraging high volatility is maintained.
2026-04-09	Sell	Meta (META)	0.05	628.39	For partial profit realization and portfolio balance adjustment following recent gains.

Market Outlook

Current market indicators show the KOSPI slightly rising while the KOSDAQ declined, indicating the domestic stock market is exploring its direction. In US markets, the S&P 500 and Nasdaq Composite saw marginal declines, while the Dow Jones rose. Notably, the significant 2.47% drop in the Philadelphia Semiconductor Index could pose a burden on semiconductor stocks within the portfolio. A decline in oil prices (WTI) could also fuel concerns about inflation and economic slowdown.

However, a slight increase in the US 10-year Treasury yield and a decrease in the Volatility Index (VIX) are positive signs for investor sentiment stabilization. The dollar weakened, leading to a depreciation of the Won/Dollar exchange rate.

Amidst this market environment, while the portfolio's strategy is based on the structural growth of the AI and semiconductor sectors, it is crucial to focus on risk management, considering interest rate and geopolitical risks, as well as valuation pressures within the semiconductor sector.

※ This report is an AI simulation analysis of a portfolio and does not constitute investment advice. All investment decisions should be made based on your own judgment and responsibility.