Investment Report: AI Portfolio Achieves 67% Return

[AI Portfolio Analysis] PER/PEG Value Portfolio Achieves 67% Return... Portfolio Review Amid Strong AI Chip Performance

Lead: AI Portfolio Records 67% Return Amid Mixed Market Conditions

At 9:57 AM on May 28, 2026, the Korean stock market opened lower, reflecting a general decline in investor sentiment. The KOSPI fell 0.53% to 8185.29 points, while the KOSDAQ plunged 2.54% to 1104.36 points, both showing a downward trend. The US stock market also experienced mixed performance, with the S&P 500 index showing only a slight gain of 0.02%, and the tech-heavy Nasdaq Composite posting a negligible rise of 0.07%. Amidst this market environment, the 'PER/PEG Value Portfolio,' composed primarily of AI technology stocks, has performed commendably, achieving an impressive return of approximately 67.05% from an initial capital of $10,000 to its current value of $16,705.309. The portfolio's active trading strategy, which capitalized on the volatility of AI chip leader Nvidia (NVDA) and the semiconductor leveraged ETF SOXL, stood out.

Portfolio Performance: 67% Asset Growth, Steady Upward Trend

The portfolio, with an initial investment of $10,000, has reached a total asset value of $16,705.309, achieving a high return of 67.05%. The 0% cash balance indicates that all capital is actively invested. Observing the asset trend over the last five days, it shows a positive momentum, rising from $15,480.576 on May 21 to $16,705.309 on May 27, an increase of about 7.2%. This suggests that the core holdings within the portfolio are maintaining robust performance despite short-term market volatility. The aggressive investment strategy, minimizing cash holdings, is analyzed as a key contributor to achieving such high returns.

Holdings Analysis: Combining Valuation Attractiveness and Growth Potential

This portfolio focuses its investments primarily on technology and semiconductor-related companies, including Nvidia (NVDA), SOXL, Broadcom (AVGO), AMD, Meta (META), and Amazon (AMZN). The PER (Price-to-Earnings Ratio) and PEG (Price/Earnings to Growth Ratio) metrics are crucial for assessing the valuation attractiveness of each stock. Nvidia, a leader in the AI chip market, has a PER of 32.9 and a PEG of 0.66, indicating high growth potential relative to its current stock price. SOXL, while showing a high PER of 170.0, has a PEG of 0.85, reflecting a strategy to leverage the semiconductor sector's high growth through leverage. Broadcom (PER 81.9, PEG 0.92) and Meta (PER 22.3, PEG 0.88) also demonstrate growth potential within reasonable valuations. AMD (PER 166.9, PEG 1.21) shows a somewhat high PEG, but its potential for market share expansion amid intensifying competition in the AI semiconductor market is noteworthy. Amazon (PER 31.7, PEG 1.83) provides stable contributions to the portfolio, underpinned by steady growth in its cloud and e-commerce segments. Overall, while these are high-growth stocks, the selection appears to favor those whose valuations are not excessively burdened, considering future growth as indicated by their PEG ratios.

Stock	Quantity Held (Shares)	Average Purchase Price (USD)	Current Price (USD)	PER	PEG	EPS (USD)
Nvidia (NVDA)	24.47	182.49	214.86	32.9	0.66	6.53
SOXL (Direxion Daily Semiconductor Bu)	19.01	61.36	225.79	170.0	0.85	-
Broadcom (AVGO)	5.67	326.03	422.01	81.9	0.92	5.15
AMD (AMD)	7.17	198.62	503.89	166.9	1.21	3.02
Meta (META)	0.98	653.56	612.34	22.3	0.88	27.49
Amazon (AMZN)	2.06	208.39	265.29	31.7	1.83	8.38

Recent Trading Activity: Leveraging Volatility and Rebalancing Holdings

Recent trading activity reflects the portfolio's dynamic management strategy. In April, the portfolio executed multiple partial sales of SOXL during its short-term surges, aiming to realize profits and rebalance the portfolio. SOXL, being a highly volatile leveraged product, was managed with a strategy to lock in gains and capitalize on its price swings. Conversely, Nvidia saw multiple purchases, with its position being expanded based on the surge in AI chip demand and its sustained growth potential. The low PEG ratio was specifically cited as a key purchasing reason, highlighting its attractiveness as a growth stock. On April 13, Broadcom was acquired, anticipating further upside driven by the positive outlook for the semiconductor sector. On April 9, a partial sale of Meta was conducted to adjust portfolio balance, demonstrating a meticulous approach to trading.

Date	Type	Stock	Quantity (Shares)	Price (USD)	Reason
2026-04-27	Buy	Nvidia (NVDA)	0.59	216.61	Increasing position due to surging AI chip demand and sustained growth potential, considering low PEG ratio.
2026-04-24	Sell	SOXL	1.00	128.32	Maintaining portfolio balance following a short-term price surge.
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 was approached.
2026-04-13	Buy	Broadcom (AVGO)	0.49	379.75	Anticipating further upside given strong fundamentals and positive semiconductor sector outlook.
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	Partial profit-taking and portfolio balance adjustment following short-term surge.
2026-04-09	Sell	Meta (META)	0.05	628.39	Partial profit-taking and portfolio balance adjustment following recent gains.

Market Outlook: Seeking Opportunities Amid Volatility

The current market displays uncertainty, with declines in the Korean stock market juxtaposed against mixed performance in US markets. The fall in the Philadelphia Semiconductor Index (-1.36%) could heighten caution towards the broader tech sector. However, movements in commodity prices, such as the rise in WTI crude oil (+2.05%), could reignite global inflation concerns. While the slight decline in US 10-year Treasury yields (4.481%) has not entirely extinguished expectations for interest rate cuts, investors must remain vigilant of various factors, including the interest rate trajectory and geopolitical risks. The downturn in the virtual asset market, including Bitcoin (-1.24%) and Ethereum (-1.53%), is also impacting investor sentiment. In this market environment, the 'PER/PEG Value Portfolio' is expected to continue its stable performance, driven by the structural growth of the AI sector. However, given the portfolio's holdings of high-volatility stocks and ETFs, proactive portfolio rebalancing in response to changing market conditions will be crucial.

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