AI Investment Report Achieves 47% Return

[AI Investment Report] PER/PEG Value Portfolio Hits 47% Return Amidst AI Frenzy... Semiconductor Focus Strategy Proves Effective

AI Portfolio Analysis Team | 2026-05-21 00:02:03 (KST)

Fueled by the explosive growth of Artificial Intelligence (AI) technology, the 'PER/PEG Value Portfolio' is capturing market attention by achieving a robust return of 47.13% against its initial capital of $10,000. The recent surge in tech stocks, particularly those led by AI chip frontrunner Nvidia (NVDA), has been identified as the primary driver of the portfolio's performance. However, indicators such as the weakness in the domestic stock market and declining oil prices suggest potential market volatility.

Portfolio Performance: Solid Asset Growth

The PER/PEG Value Portfolio, which began with an initial capital of $10,000, has now reached a total asset value of $14,712.991, achieving a cumulative return of 47.13%. Maintaining an aggressive investment stance with 0% cash allocation, the portfolio's assets saw a rise from $14,712.991 on May 20th to $16,185.538 on May 15th over the last five trading days, followed by a slight adjustment. This indicates effective responses to market volatility and timely profit-taking. Notably, the strong performance of the AI-related semiconductor sector has been the main factor driving the overall portfolio returns.

Holdings Analysis: Focus on AI Semiconductors, Underscoring Valuation Appeal

This portfolio concentrates its investments in semiconductor and big tech companies closely linked to AI technological innovation. The valuation metrics for key holdings are as follows: Nvidia (NVDA), the dominant force in the AI chip market, trades at a PER of 45.0 and a PEG of 0.71, presenting a reasonable valuation relative to its growth prospects and forming the core of the portfolio. Positive outlooks stemming from the expansion of AI and data center markets are supporting its stock price. SOXL (Direxion Daily Semiconductor Bull 3X Shares) shows a high PER of 114.3, but a PEG of 0.78 reflects the overall growth momentum of the semiconductor sector, and recent sell trades indicate active volatility management. Broadcom (AVGO) maintains a steady upward trend with a PER of 80.0 and a PEG of 0.92, supported by its robust fundamentals. AMD (AMD) has entered a slightly higher valuation range with a PER of 138.9 and a PEG of 1.01, yet it continues to attract investor interest due to expectations of strengthening competitiveness in the AI chip market. Meta Platforms (META) boasts a relatively undervalued valuation among big tech companies with a PER of 21.9 and a PEG of 0.88, while Amazon (AMZN) reflects high growth expectations as a growth stock with a PER of 31.6 and a PEG of 1.83.

Symbol	Quantity (Shares)	Average Purchase Price ($)	Current Price ($)	PER	PEG	EPS ($)
Nvidia (NVDA)	24.47	182.49	220.61	45.0	0.71	4.90
SOXL	19.01	61.36	151.89	114.3	0.78	N/A
Broadcom (AVGO)	5.67	326.03	411.07	80.0	0.92	5.14
AMD (AMD)	7.17	198.62	414.05	138.9	1.01	2.98
Meta Platforms (META)	0.98	653.56	602.61	21.9	0.88	27.48
Amazon (AMZN)	2.06	208.39	259.34	31.6	1.83	8.20

Recent Transactions: Managing Volatility and Increasing Exposure

Recent transactions reveal an aggressive strategy to increase Nvidia's (NVDA) weighting, driven by the surge in AI chip demand and its sustained growth potential. Nvidia was purchased multiple times in April (27th, 17th, 10th) to maximize exposure to the AI theme. A specific outlook was even stated for the April 10th purchase: 'Expectation of reaching target price within the next 3 months.' Conversely, SOXL saw partial profit-taking (April 27th, 24th, 16th, 15th, 13th, 10th) during short-term surges to maintain portfolio balance, a prudent approach considering the high volatility of leveraged products. On April 13th, Broadcom (AVGO) was purchased, diversifying the semiconductor sector within the portfolio. Meta Platforms (META) also saw partial profit-taking on April 9th to adjust its portfolio weight. Overall, the strategy is characterized by strong conviction in the AI semiconductor sector, leveraging short-term market fluctuations while consistently adjusting positions.

Date	Type	Symbol	Quantity (Shares)	Price ($)	Reason
2026-04-27	Buy	Nvidia (NVDA)	0.59	216.61	Aggressively increasing position considering surging AI chip demand, sustained growth potential, and low PEG ratio.
2026-04-24	Sell	SOXL	1.00	128.32	Maintaining portfolio balance 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 recent sharp short-term gains.
2026-04-15	Sell	SOXL	1.11	85.96	Partial profit-taking and portfolio balance maintenance due to short-term surge.
2026-04-13	Sell	SOXL	1.17	80.56	Partial profit-taking and portfolio balance maintenance as target price is approached.
2026-04-13	Buy	Broadcom (AVGO)	0.49	379.75	Expecting further upside amidst 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, solid momentum, and attractive PEG valuation. Expectation to reach target price within the next 3 months.
2026-04-10	Sell	SOXL	1.23	76.39	Partial profit-taking and portfolio balance adjustment due to short-term surge. Aggressive investment stance utilizing high volatility is maintained.
2026-04-09	Sell	Meta Platforms (META)	0.05	628.39	For partial profit-taking and portfolio balance adjustment following recent gains.

Market Outlook: Continued Tech Strength vs. Macroeconomic Uncertainties

The current market is being led by the robust performance of US tech stocks, especially AI-related semiconductor companies. While the S&P 500, Nasdaq Composite, and Dow Jones indices all closed higher, the Philadelphia Semiconductor Index recorded a significant gain of 4.49%, reaffirming the AI frenzy. This aligns positively with the portfolio's core strategy. The decline in US 10-year Treasury yields and the Won/Dollar exchange rate falling below the 1500 mark are also creating a favorable environment for tech investments. The cryptocurrency market, including Bitcoin and Ethereum, is showing a gentle upward trend. However, the domestic stock market showed relative weakness with KOSPI and KOSDAQ indices falling 0.86% and 2.61%, respectively. Furthermore, the sharp drops in WTI and Brent crude oil prices (8.25% and 5.44% respectively) suggest potential concerns about a global economic slowdown or a possible de-escalation of geopolitical risks, which could introduce market volatility. While the VIX index's decline reflects short-term market stability, vigilance against unexpected external shocks, such as the oil price drop, remains essential.

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