AI Investment Report: 57% Return Achieved

[AI Investment Analysis]

May 26, 2026

The AI-powered portfolio, 'PER/PEG Value Portfolio,' is capturing investor attention by achieving a remarkable 57.42% return to date. This portfolio, which grew an initial capital of $10,000 to $15,741.63, is successfully navigating market trends with an aggressive, semiconductor-centric value investment strategy.

AI Portfolio Performance and Asset Trends

The PER/PEG Value Portfolio has shown positive asset growth from late April to mid-May 2026. Examining the asset trend over the last five trading days, it experienced a temporary dip to approximately $14,713 on May 20th but quickly recovered, reaching $15,741.63 as of May 25th. All current assets are fully invested, with a 0% cash balance. This robust performance is attributed to the strong rally in the semiconductor sector and the significant gains in key portfolio holdings. The total return of 57.42% substantially outperforms the market average.

In-Depth Holdings Analysis: Value-Based Growth Stock Investing

This portfolio follows a strategy of investing in undervalued growth stocks by utilizing PER (Price-to-Earnings Ratio) and PEG (Price/Earnings to Growth Ratio) indicators. Current holdings are primarily concentrated in AI and semiconductor-related companies, most of which exhibit attractive valuations and strong growth potential.

Symbol	Quantity (Shares)	Avg. Purchase Price ($)	Current Price ($)	PER	PEG	EPS ($)
NVIDIA (NVDA)	24.47	182.49	215.33	33.0	0.66	6.52
SOXL (Direxion Daily Semiconductor Bu)	19.01	61.36	190.56	143.4	0.82	-
Broadcom (AVGO)	5.67	326.03	414.14	80.6	0.90	5.14
AMD (AMD)	7.17	198.62	467.51	156.4	1.12	2.99
Meta Platforms (META)	0.98	653.56	610.26	22.2	0.88	27.52
Amazon (AMZN)	2.06	208.39	266.32	31.6	1.83	8.42

Notably, NVIDIA (NVDA) shows high growth potential with a low PEG ratio of 0.66 while offering a relatively reasonable valuation at a PER of 33.0. Despite high PERs, SOXL, Broadcom (AVGO), and AMD maintain low PEG ratios, appealing as growth stocks. Meta Platforms (META) provides stable returns with a relatively low PER and PEG, while Amazon (AMZN), despite its higher PEG ratio, plays a balancing role in the portfolio, considering its market dominance and growth potential.

Recent Transactions: Strategic Weight Adjustment and Profit-Taking

Recent portfolio activity has focused on taking profits from SOXL's rapid short-term surge and increasing exposure to NVIDIA (NVDA). This strategy appears aimed at managing the risk associated with SOXL's high volatility, maintaining portfolio balance, and capitalizing on NVIDIA's attractive valuation amid increasing AI chip demand and sustained growth potential.

Date	Type	Symbol	Quantity (Shares)	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	Maintaining portfolio balance following a short-term surge
2026-04-17	Buy	NVIDIA (NVDA)	0.93	201.68	Surging AI chip demand and strong growth potential due to 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	Taking partial profits and maintaining portfolio balance following a short-term surge
2026-04-13	Sell	SOXL	1.17	80.56	Taking partial profits as target price was approached and maintaining portfolio balance
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	Additional purchase considering surging AI chip demand, solid momentum, and attractive PEG valuation
2026-04-10	Sell	SOXL	1.23	76.39	Taking partial profits and adjusting portfolio balance following a short-term surge
2026-04-09	Sell	Meta Platforms (META)	0.05	628.39	Taking partial profits from recent gains and adjusting portfolio balance

Market Outlook: Potential for Continued Bullishness, Caution Advised on Volatility

The current market sentiment is broadly bullish. Both the KOSPI and KOSDAQ indices have seen significant gains, and major U.S. indices including the S&P 500, Nasdaq, and Dow Jones closed higher. Notably, the Philadelphia Semiconductor Index's 1.99% rise aligns with the portfolio's key investment theme, serving as a positive signal. The downward trend in the USD/KRW exchange rate could foster an environment conducive to foreign investor inflows. However, significant drops in WTI and Brent crude oil prices could trigger concerns about the energy sector and global economic slowdown, while declines in cryptocurrencies like Bitcoin and Ethereum may also impact short-term investment sentiment. A slight decrease in U.S. 10-year Treasury yields and stability in the VIX (Volatility Index) suggest the market is not exhibiting acute distress. Overall, while the upward trend in semiconductor-focused tech stocks is likely to continue, it is a time to remain mindful of potential volatility increases due to geopolitical issues or changes in macroeconomic indicators.

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