AI Portfolio Achieves 48% Return Amid Market Downturn

AI Portfolio Defends 48% Return Amid Market Decline; Semiconductor Focus Pays Off

May 19, 2026, 10:37 PM (KST) – Amid a broad decline in global stock markets, the AI-managed 'PER/PEG Value Portfolio' achieved a strong performance, recording a high return of 48.76% against its initial capital of $10,000.

On this day, South Korea's KOSPI index fell 3.25% to 7271.66, and the KOSDAQ index dropped 2.41% to 1084.36. US markets also saw a contraction in investor sentiment, with the S&P 500 index down 0.67%, the Nasdaq Composite down 0.84%, and the Dow Jones Industrial Average down 0.65%. Nasdaq 100 futures and S&P 500 futures also showed a downward trend, each falling 0.75%. However, the Philadelphia Semiconductor Index rose slightly by 0.03%, indicating some resilience in individual sectors. Additionally, the USD/KRW exchange rate rose 0.97% to 1506.83, fueling concerns about foreign capital outflow. International oil prices (WTI -4.12%, Brent -0.86%) and gold futures (-1.53%) also declined, while the Volatility Index (VIX) rose 1.35%, reflecting market anxiety.

Portfolio Performance: Five-Day Correction, Total Assets Near $14,000

The AI portfolio currently holds total assets of $14,876.45, representing a significant return of 48.76% on the initial investment of $10,000. However, looking at the asset trend over the past five trading days, it started at $15,415.30 on May 13 and decreased to $14,876.45 on May 19, reflecting a market-wide correction phase with a drop of about 3.5%. The portfolio maintains a 100% invested status with no cash allocation, leaving it highly exposed to market volatility.

Asset Trend (Last 5 Days):

Holdings Analysis: Focused on Semiconductor Leaders Like Nvidia and Broadcom

The portfolio is heavily concentrated in technology stocks related to AI and semiconductors. Nvidia (NVDA) shows high valuation based on its growth potential with a PER of 45.5 and PEG of 0.71. Broadcom (AVGO) boasts solid fundamentals with a PER of 82.0 and PEG of 0.92. SOXL (Direxion Daily Semiconductor Bu), a leveraged ETF, records a PER of 114.2 and PEG of 0.79, indicating high volatility. AMD (AMD) is trading at a somewhat high valuation with a PER of 140.8 and PEG of 1.01, but its growth potential in the AI market is highly regarded. Amazon (AMZN) shows a relatively high PEG ratio of 1.83 with a PER of 31.6, while Meta Platforms (META) maintains a stable valuation based on strong profitability, with a PER of 22.2 and PEG of 0.88.

Current Holdings:

Recent Trading Activity: Adjusting SOXL Exposure, Increasing Nvidia Stake

Recent trading activity shows the AI portfolio gradually reducing its stake in the volatile SOXL ETF, seemingly taking some profits. Between mid-April and the end of April, SOXL was sold multiple times to maintain portfolio balance and capitalize on short-term surges. Conversely, Nvidia (NVDA) saw aggressive position increases, driven by surging AI chip demand, sustained growth potential, and an attractive PEG ratio. From April 10 to April 27, Nvidia shares were purchased multiple times, solidifying its position as a core holding. Broadcom (AVGO) also saw an additional purchase on April 13, reflecting a positive outlook on the semiconductor sector.

Recent Key Trades:

Market Outlook: Mixed Prospects for Tech Stocks Amid Volatility

The current market presents a mixed signal with an overall downturn, high USD/KRW rates, falling oil prices, and rising interest rates. However, the slight rise in the Philadelphia Semiconductor Index suggests that market interest in AI and advanced technology sectors remains strong. Given that the AI portfolio's core holdings are based on the growth of technology stocks, its performance will heavily depend on the future direction of the tech sector. Investors should prepare for market volatility while paying close attention to the long-term growth prospects of the AI and semiconductor industries.

※ This report is an analysis of a simulated portfolio by AI and does not constitute investment advice. All investment decisions should be made at your own discretion and responsibility.