AI Investment Report Records 'Overwhelming' 68% Returns

AI Portfolio Analysis Report: 'PER/PEG Value Portfolio' Achieves 'Overwhelming' 68% Returns Amidst Profit-Taking and Increased Growth Stock Allocation

[May 30, 2026] The AI simulation portfolio, operating under the name 'PER/PEG Value Portfolio' and focusing on the artificial intelligence (AI) sector, has achieved a remarkable 68.37% return on its initial capital of $10,000, reaching a total asset value of $16,836.63 as of May 29. Notably, in the last five days, assets grew by approximately 6.9%, from $15,741.63 to $16,836.63, continuing a robust growth trend. In the domestic stock market, the KOSPI surged 3.55%, leading the market, while the KOSDAQ fell 2.68%, showing a divergent performance. The US stock market showed mixed results but generally saw slight gains, maintaining expectations for strong tech stock performance.

Portfolio Performance and Asset Trend

The 'PER/PEG Value Portfolio,' which recorded total assets of $16,836.63 and a +68.37% return, maintains a '0%' cash allocation, investing all assets in its holdings. While this strategy presents a challenge in immediate response to market volatility, it signals an aggressive pursuit of growth under the fund manager's conviction. The asset fluctuation trend over the last five days is as follows:

Date	Total Assets (USD)
2026-05-29	16,836.631
2026-05-28	16,476.854
2026-05-27	16,705.309
2026-05-26	15,741.636
2026-05-25	15,741.636

Analysis of Key Holdings: Balancing Valuation and Growth

The portfolio's core holdings consist of semiconductor companies such as NVIDIA (NVDA), Broadcom (AVGO), and AMD, alongside Big Tech firms like Meta (META) and Amazon (AMZN). NVIDIA, a leader in the AI chip market, is currently trading at a P/E ratio of 32.8x and a PEG ratio of 0.66x, indicating an attractive valuation considering its growth prospects. This suggests that direct benefits from AI technological advancements, coupled with the company's solid earnings growth, are supporting its stock price appreciation.

SOXL, a leveraged ETF for the semiconductor sector, shows a high P/E ratio of 169.1x but a PEG ratio of 0.84x, still considered reasonable given its growth potential. Broadcom (AVGO) is also growing based on solid fundamentals with a P/E of 83.3x and PEG of 0.93x. AMD, with high growth expectations, faces a slightly higher valuation burden at a P/E of 172.7x and PEG of 1.25x. Meta (META) continues its growth momentum with stable profitability, trading at a P/E of 23.1x and PEG of 0.92x. Amazon (AMZN) has a relatively high PEG of 1.83x compared to its P/E of 31.6x, suggesting its valuation is somewhat elevated relative to its growth potential.

Current Holdings

Ticker	Quantity (Shares)	Purchase Price (USD)	Current Price (USD)	P/E	PEG	EPS (USD)
NVIDIA (NVDA)	24.47	182.49	214.25	32.8	0.66	6.53
SOXL	19.01	61.36	224.63	169.1	0.84	-
Broadcom (AVGO)	5.67	326.03	426.58	83.3	0.93	5.12
AMD	7.17	198.62	518.09	172.7	1.25	3.00
Meta (META)	0.98	653.56	635.29	23.1	0.92	27.51
Amazon (AMZN)	2.06	208.39	274.00	31.6	1.83	8.66

Recent Transactions: Strategy of Profit-Taking and Increasing Growth Stock Allocation

The transaction history over the past month illustrates the portfolio management's core strategy. Frequent selling of SOXL and consistent buying of NVIDIA (NVDA) can be interpreted as an effort to capture profits while securing future growth drivers. The series of SOXL sales in mid-April aimed to realize profits from short-term surges and maintain portfolio balance, a common risk management strategy for highly volatile leveraged products.

Conversely, continuous purchases of NVIDIA (NVDA) were based on surging AI chip demand, sustained growth potential, and an attractive low PEG ratio. Purchase orders on April 10, April 17, and April 27 demonstrate a clear intention to aggressively increase exposure to NVIDIA, the primary beneficiary of AI industry growth. Furthermore, the purchase of Broadcom (AVGO) on April 13 reflects expectations for further upside in fundamentally strong companies within a positive semiconductor sector outlook. The minor sale of Meta (META) is seen as a partial profit-taking measure following its recent gains.

Recent Transactions

Date	Type	Ticker	Quantity (Shares)	Price (USD)	Reason
2026-04-27	Buy	NVIDIA (NVDA)	0.59	216.61	Aggressive allocation increase considering surging AI chip demand, sustained growth potential, and low PEG ratio
2026-04-24	Sell	SOXL	1.00	128.32	Maintain portfolio balance following recent short-term gains
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 rise
2026-04-15	Sell	SOXL	1.11	85.96	Partial profit-taking and portfolio balance maintenance following recent sharp short-term rise
2026-04-13	Sell	SOXL	1.17	80.56	Partial profit realization upon approaching target price and portfolio balance maintenance
2026-04-13	Buy	Broadcom (AVGO)	0.49	379.75	Expectation for 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 realization and portfolio balance adjustment following sharp short-term rise. Maintaining aggressive investment stance utilizing high volatility.
2026-04-09	Sell	Meta (META)	0.05	628.39	Partial profit realization and portfolio balance adjustment following recent gains

Market Outlook and Implications

The current market shows clear differentiation by sector, with the KOSPI strengthening while the KOSDAQ declines. The US market, led by technology stocks, maintained a slight upward trend, indicating continued investor interest in the AI and semiconductor sectors. Oil prices saw a slight decrease but remained stable, with WTI and Brent crude at around $87 and $91 per barrel, respectively. The Volatility Index (VIX) declined, reflecting market stability, and US 10-year Treasury yields remained flat, with no clear signals yet for interest rate hikes or cuts. Cryptocurrencies like Bitcoin and Ethereum saw modest gains, suggesting a partial recovery in investor sentiment.

The success of the 'PER/PEG Value Portfolio' demonstrates the effectiveness of a clear investment direction in the AI and semiconductor sectors, coupled with skillful stock selection that comprehensively considers both valuation and growth potential. However, the aggressive strategy of deploying all assets into investments necessitates careful consideration of risk management in the event of future market corrections.

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