Investment Report: AI Portfolio Achieves 64% Return

[Investment Analysis Report] AI Portfolio Surges Ahead, Notching 64% Return Amid Market Rally

As of May 29, 2026, 11:21 AM KST, domestic and international stock markets are showing mixed trends, capturing investor attention. Notably, the Korean stock market saw the KOSPI record a clear 3.55% surge, leading the market, while the KOSDAQ declined by 2.68%, presenting a contrasting picture. In the US market, the S&P 500 and Nasdaq Composite maintained a slight upward trend, staying in positive territory, while the Dow Jones remained nearly flat. Amidst this market landscape, the 'PER/PEG Value Portfolio' has achieved an astonishing 64.77% return, with total assets currently at $16,476.854 against an initial capital of $10,000. The portfolio is fully invested with $0 cash on hand.

Portfolio Performance and Asset Trend

This portfolio has maintained a positive momentum over the past five trading days. Assets that started at $15,488.039 on May 22nd experienced a slight dip on the 25th and 26th, but rose to a new high of $16,705.309 on the 27th. After a minor adjustment, the assets settled at $16,476.854 on the 28th, maintaining the current level. This asset growth suggests that the strong performance of its holdings, coupled with an active trading strategy, has been effective. The rally in AI and semiconductor-related tech stocks has been identified as a primary driver for the portfolio's overall returns.

Key Holdings Analysis: Valuation and Growth Potential

The core of the current portfolio consists of stocks such as Nvidia (NVDA), SOXL, Broadcom (AVGO), AMD, Meta (META), and Amazon (AMZN). These companies possess high growth potential based on their core technologies in the AI era. An evaluation of their valuations using PER and PEG ratios indicates that some stocks are attractively priced when considering their growth prospects.

Current Holdings

Ticker	Quantity	Average Cost Basis (USD)	Current Price (USD)	PER	PEG	EPS (USD)
Nvidia (NVDA)	24.467 shares	$182.49	$212.60	32.6	0.66	$6.53
SOXL (Direxion Daily Semiconductor Bu)	19.007 shares	$61.36	$217.98	164.1	0.84	-
Broadcom (AVGO)	5.671 shares	$326.03	$421.86	81.9	0.92	$5.15
AMD (AMD)	7.175 shares	$198.62	$495.54	164.1	1.21	$3.02
Meta (META)	0.984 shares	$653.56	$635.255	23.1	0.88	$27.51
Amazon (AMZN)	2.057 shares	$208.39	$271.85	31.6	1.83	$8.59

Nvidia shows strong growth potential with a solid PER of 32.6 and a very low PEG ratio of 0.66. SOXL, while having a high PER of 164.1, is a leveraged ETF for the semiconductor sector, carrying potential for significant upside along with high volatility. Broadcom (PER 81.9, PEG 0.92) and AMD (PER 164.1, PEG 1.21) are also drawing market attention, growing based on their respective technological capabilities amidst the AI semiconductor race. Meta (PER 23.1) has room for re-evaluation with a relatively low PER and PEG (0.88), and Amazon (PER 31.6), despite a somewhat high PEG of 1.83, reflects the steady growth in its e-commerce and cloud businesses.

Recent Trading Activity and Strategy

The portfolio has actively managed trades recently, responding to market shifts. Driven by a strong belief in the surging demand and growth potential for AI chips, Nvidia (NVDA) holdings have been consistently increased. An additional 0.59 shares were bought in late April, and 0.93 shares in mid-April, demonstrating confidence in Nvidia.

Conversely, SOXL has seen regular sales upon short-term rallies to maintain portfolio balance and realize profits. Throughout mid to late April, SOXL was sold multiple times, indicating a strategy that balances aggressive investment utilizing high volatility with risk management. In early April, funds obtained from SOXL sales were partially reinvested in Broadcom (AVGO), showcasing a strategy of diversifying into companies with strong fundamentals.

Recent Trading Activity

Date	Type	Ticker	Quantity	Price (USD)	Rationale
2026-04-27	Buy	Nvidia (NVDA)	0.5926 shares	$216.61	Aggressive position increase considering surging AI chip demand, continued growth potential, and low PEG ratio.
2026-04-24	Sell	SOXL	1.0003 shares	$128.32	Portfolio balance maintenance following short-term gains.
2026-04-17	Buy	Nvidia (NVDA)	0.9338 shares	$201.68	Strong growth potential due to surging AI chip demand and low PEG ratio.
2026-04-16	Sell	SOXL	1.0530 shares	$88.37	Portfolio balance adjustment following recent short-term surge.
2026-04-15	Sell	SOXL	1.1084 shares	$85.96	Partial profit-taking and portfolio balance maintenance following short-term surge.
2026-04-13	Sell	SOXL	1.1668 shares	$80.56	Partial profit-taking as target price was approached and portfolio balance maintenance.
2026-04-13	Buy	Broadcom (AVGO)	0.4946 shares	$379.75	Expectation of further upside driven by strong fundamentals and positive outlook for the semiconductor sector.
2026-04-10	Buy	Nvidia (NVDA)	0.6942 shares	$188.63	Decision to buy more considering surging AI chip demand, solid momentum, and attractive PEG valuation. Target price expected within the next 3 months.
2026-04-10	Sell	SOXL	1.2282 shares	$76.39	Partial profit-taking and portfolio balance adjustment following short-term surge. Aggressive investment strategy utilizing high volatility is maintained.
2026-04-09	Sell	Meta (META)	0.0518 shares	$628.39	Partial profit-taking and portfolio balance adjustment following recent gains.

Market Outlook and Investment Opinion

The current market is characterized by the strength of the KOSPI, while major US indices continue their tech-driven rallies. However, the sluggishness in the KOSDAQ market and declines in some commodity prices (WTI, Brent crude) are raising caution. A slight decrease in US 10-year Treasury yields (4.455%) is partially supporting risk appetite, and the Volatility Index (VIX) remains stable. The cryptocurrency market, including Bitcoin and Ethereum, is also showing slight gains, positively impacting investor sentiment.

The positive outlook for the AI and semiconductor sectors is expected to persist. Earnings reports from major tech companies, led by Nvidia, and news on new technology development can serve as catalysts for further stock price increases in related companies. However, products with high leverage, such as SOXL, are more sensitive to market volatility and require careful observation. The portfolio's robust returns demonstrate the effectiveness of an investment strategy that accurately captures AI technology trends while balancing valuation and growth potential. Moving forward, it is expected that the portfolio will continue to pursue profit maximization through flexible adjustments, closely analyzing market conditions and changes in individual stock fundamentals.

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