Investment Report: AI Portfolio Achieves 54.88% Return

AI Portfolio Analysis: PER/PEG Value Portfolio Achieves 54.88% Return

[Market Status Summary]

On May 23, 2026, the Korean stock market showed mixed performance. The KOSPI closed up 32.12 points (0.41%) at 7847.71, while the KOSDAQ surged by 55.16 points (4.99%) to close at 1161.13. The US stock market also continued its strength, with major indices like the Dow Jones and S&P 500 recording slight gains. Notably, the Philadelphia Semiconductor Index rose by 1.99%, supporting the strong performance of tech stocks. The won/dollar exchange rate increased by 1.07% to 1520.53 won, indicating a weakening won, and international oil prices saw a slight rise. The cryptocurrency market showed weakness, with Bitcoin and Ethereum declining by 2.69% and 3.07% respectively.

Portfolio Performance: Remarkable 54.88% Return Recorded

The AI portfolio, 'PER/PEG Value Portfolio,' has grown its initial capital of $10,000 to $15,488.039, achieving an astounding total return of 54.88%. This performance was observed over approximately six weeks of data from April 9, 2026, to May 22, 2026, during which the total assets showed a consistent upward trend. Despite a brief dip to around $14,713 on May 20, the portfolio recovered and surpassed $15,488 on May 22, continuing its robust growth. The portfolio is currently fully invested with no cash holdings, demonstrating an aggressive growth strategy.

Holdings Analysis: Focused on High-Growth Tech Stocks Centered on AI

The 'PER/PEG Value Portfolio' is currently concentrated on high-growth technology stocks primarily related to AI and semiconductors. The core holding is NVIDIA (NVDA), with 24.47 shares held at an average purchase price of $182.49, currently valued at $219.51. Its P/E ratio is 33.7x and P/E/G ratio is 0.71x, indicating a reasonable valuation relative to its growth potential. SOXL (Direxion Daily Semiconductor Bu), a semiconductor sector leveraged ETF, is also held with 19.01 shares at a current price of $178.39, showing a P/E of 134.3x and a P/E/G of 0.80x. Broadcom (AVGO) is held with 5.67 shares, and AMD with 7.17 shares, recording P/E ratios of 80.7x (P/E/G 0.91x) and 149.4x (P/E/G 1.08x) respectively. Meta Platforms (META) and Amazon (AMZN) are held with 0.98 shares and 2.06 shares, respectively. Meta trades at a relatively lower valuation with a P/E of 22.1x (P/E/G 0.87x), while Amazon has a P/E of 31.7x (P/E/G 1.83x). While P/E ratios are generally high, a significant number of stocks show P/E/G ratios below 1x, indicating high growth potential is being factored into their valuations.

Stock	Quantity	Avg. Purchase Price	Current Price	P/E	P/E/G	EPS
NVIDIA (NVDA)	24.467 shares	$182.49	$219.51	33.7	0.71	$6.52
SOXL (Direxion Daily Semiconductor Bu)	19.007 shares	$61.36	$178.39	134.3	0.80	-
Broadcom (AVGO)	5.671 shares	$326.03	$414.57	80.7	0.91	$5.14
AMD (AMD)	7.175 shares	$198.62	$449.59	149.4	1.08	$3.01
Meta Platforms (META)	0.984 shares	$653.56	$607.38	22.1	0.87	$27.51
Amazon (AMZN)	2.057 shares	$208.39	$268.46	31.7	1.83	$8.48

Recent Transactions: Capitalizing on Volatility and Rebalancing Portfolio

The portfolio's recent trading activity has been concentrated over the past month, primarily focusing on increasing NVIDIA (NVDA) positions and adjusting SOXL holdings. Between April 10 and April 27, 2026, three buy transactions were made for NVIDIA, with an aggressive increase in weighting on April 27, considering surging AI chip demand and its low P/E/G ratio. Conversely, five sell transactions for SOXL occurred from April 10 to April 24. These were analyzed as profit-taking measures and portfolio rebalancing actions following a short-term surge. On April 13, Broadcom (AVGO) was bought additionally, and on April 9, a portion of Meta Platforms (META) was sold to realize profits. This trading pattern reflects a nimble asset allocation strategy that considers valuation and market momentum even within high-growth stocks.

Date	Type	Stock	Quantity	Price	Reason
2026-04-27	Buy	NVIDIA (NVDA)	0.593 shares	$216.61	Aggressive weighting increase considering surging AI chip demand, sustained growth potential, and low P/E/G ratio.
2026-04-24	Sell	SOXL	1.000 shares	$128.32	Portfolio balance maintenance following a short-term rise.
2026-04-17	Buy	NVIDIA (NVDA)	0.934 shares	$201.68	Strong growth potential due to surging AI chip demand and low P/E/G ratio.
2026-04-16	Sell	SOXL	1.053 shares	$88.37	Partial portfolio rebalancing following recent short-term surge.
2026-04-15	Sell	SOXL	1.108 shares	$85.96	Partial profit-taking and portfolio balance maintenance after short-term surge.
2026-04-13	Sell	SOXL	1.167 shares	$80.56	Partial profit realization nearing target price and portfolio balance maintenance.
2026-04-13	Buy	Broadcom (AVGO)	0.495 shares	$379.75	Further upside expected due to strong fundamentals and positive outlook for the semiconductor sector.
2026-04-10	Buy	NVIDIA (NVDA)	0.694 shares	$188.63	Decision to buy more considering surging AI chip demand, solid momentum, and attractive P/E/G valuation. Target price expected within 3 months.
2026-04-10	Sell	SOXL	1.228 shares	$76.39	Partial profit-taking and portfolio rebalancing after short-term surge. Aggressive investment stance leveraging high volatility remains.
2026-04-09	Sell	Meta Platforms (META)	0.052 shares	$628.39	For partial profit-taking and portfolio balance adjustment following recent gains.

Market Outlook: Continued Tech Stock Strength and Importance of Volatility Management

The current market is characterized by a notable strength in technology stocks, particularly those in the AI sector. The rapid rise of the Philadelphia Semiconductor Index exemplifies this trend. However, upward pressure on the won/dollar exchange rate and rising oil prices could fuel inflation concerns. Weakness in the cryptocurrency market may also affect overall investor sentiment. Close monitoring of macroeconomic indicators, including interest rate fluctuations and geopolitical risks, will be essential. A strategy that effectively manages volatility based on valuation analysis, considering both P/E and P/E/G ratios, is required. While the AI portfolio is already focused on high-growth potential stocks, the possibility of risk management through adjustments in highly volatile assets like SOXL cannot be ruled out depending on market conditions.

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