AI Portfolio Leads Market with 68% Return
AI Value Investment Portfolio Leads Market with 68% Return
May 31, 2026, 2:11 PM (KST) — On the last day of May, global markets showed mixed performance, with South Korea's KOSPI recording a strong upward trend of over 3% and capturing market attention. The AI Value Investment Portfolio, which has seen steady growth since the beginning of the year, has achieved an impressive 68% return, delivering a hopeful message to investors. Started with approximately $10,000, this portfolio has now surpassed $16,000, demonstrating a distinct character irrespective of market conditions.
[Today's Market Trends] As of this moment, the KOSPI index stands at 8476.15, surging 290.86 points (+3.55%) from the previous day to break through the 8400 mark. In contrast, the KOSDAQ fell to 1074.8, down 29.56 points (-2.68%), showing weakness. US markets were mixed but closed with slight gains overall. The S&P 500 closed at 7580.06 (+0.22%), the Nasdaq Composite at 26972.62 (+0.20%), and the Dow Jones at 51032.46 (+0.72%). The Philadelphia Semiconductor Index was nearly flat at 12829.382, while WTI and Brent crude oil prices fell to $87.36 (-1.73%) and $91.12 (-2.76%) respectively. The won/dollar exchange rate rose slightly to 1507.13 won.
[AI Value Investment Portfolio Performance] The portfolio currently holds a total asset value of $16,836.631, achieving an overwhelming return of +68.37% compared to the initial investment of $10,000. Observing the asset fluctuation trend over the last 5 days, it rose from $15,741 on May 26th to $16,476 on the 28th, and continued its upward momentum, reaching $16,836 on the 29th. This indicates that the ability to select stocks combining both value and growth is shining through, even amidst rapidly changing market environments.
Portfolio Holdings Analysis: Uncovering Hidden Value
The current holdings were selected based on a thorough consideration of valuation metrics and growth potential. For Nvidia (NVDA), 24.467 shares were purchased at an average price of $182.49, and the stock has since risen to $214.25. A P/E ratio of 32.8x and a PEG ratio of 0.66x still present attractive valuations, considering its explosive growth. An EPS of $6.53 supports its solid earnings foundation.
Broadcom (AVGO), another strong player in the AI semiconductor sector, was acquired at $326.03 per share for 5.671 shares and is currently trading at $426.58. With a P/E ratio of 83.3x and a PEG ratio of 0.93x, it is reasonably valued relative to its growth potential, and an EPS of $5.12 demonstrates consistent profit-generating capability. Specifically, Direxion Daily Semiconductor Bu (SOXL), despite its high P/E ratio (169.1x), shows a PEG ratio of 0.84x, offsetting valuation concerns with high growth potential. AMD (AMD) at a P/E of 172.7x and PEG of 1.25x is somewhat highly valued but reflects strong market expectations.
Big tech stocks Meta (META) and Amazon.com (AMZN) also form the core of the portfolio. META exhibits stable value stock characteristics with a P/E of 23.1x and a PEG of 0.92x, and its EPS of $27.51 still boasts high profitability. AMZN, while relatively more valued with a P/E of 31.6x and a PEG of 1.83x, maintains consistent growth momentum.
| Ticker | Quantity | Purchase Price (Avg.) | Current Price | P/E Ratio | PEG Ratio | EPS |
|---|---|---|---|---|---|---|
| Nvidia (NVDA) | 24.467 shares | $182.49 | $214.25 | 32.8 | 0.66 | $6.53 |
| Direxion Daily Semiconductor Bu (SOXL) | 19.007 shares | $61.36 | $224.63 | 169.1 | 0.84 | - |
| Broadcom (AVGO) | 5.671 shares | $326.03 | $426.58 | 83.3 | 0.93 | $5.12 |
| AMD (AMD) | 7.175 shares | $198.62 | $518.09 | 172.7 | 1.25 | $3.00 |
| Meta Platforms (META) | 0.984 shares | $653.56 | $635.29 | 23.1 | 0.92 | $27.51 |
| Amazon (AMZN) | 2.057 shares | $208.39 | $274.00 | 31.6 | 1.83 | $8.66 |
Recent Trading Review: Seizing Opportunities and Managing Risks
Recent trading activities reflect strategic moves made in consideration of market conditions and portfolio balance. The aggressive increase in Nvidia (NVDA) position at the end of April (adding 0.593 shares) was a result of valuing its strong AI chip demand, sustained growth potential, and low PEG ratio. Conversely, some profit-taking was executed for Direxion Daily Semiconductor Bu (SOXL) from April 13th to April 24th (total of 4.52 shares sold) to maintain portfolio balance following a short-term rally. This demonstrates sophisticated risk management, maintaining an aggressive investment stance by leveraging high volatility while avoiding excessive concentration.
Additionally, the purchase of Broadcom (AVGO) on April 13th was a decision anticipating further upside amid strong fundamentals and a positive outlook for the semiconductor sector. The partial sale of Meta (META) was also part of portfolio balance adjustment following recent short-term gains.
| Date | Type | Ticker | Quantity | Price | Reason |
|---|---|---|---|---|---|
| 2026-04-27 | Buy | Nvidia (NVDA) | 0.593 shares | $216.61 | Aggressive position increase considering surging AI chip demand, sustained growth potential, and low PEG ratio. |
| 2026-04-24 | Sell | SOXL | 1.000 shares | $128.32 | Maintain portfolio balance due to short-term rally. |
| 2026-04-17 | Buy | Nvidia (NVDA) | 0.934 shares | $201.68 | Strong growth potential due to surging AI chip demand and low PEG ratio. |
| 2024-04-16 | Sell | SOXL | 1.053 shares | $88.37 | Partial portfolio balance adjustment following recent sharp short-term gains. |
| 2026-04-15 | Sell | SOXL | 1.108 shares | $85.96 | Partial profit-taking and portfolio balance maintenance due to sharp short-term rally. |
| 2026-04-13 | Sell | SOXL | 1.167 shares | $80.56 | Partial profit-taking and portfolio balance maintenance upon nearing target price. |
| 2026-04-13 | Buy | Broadcom (AVGO) | 0.495 shares | $379.75 | Anticipating further upside amid strong fundamentals and positive outlook for the semiconductor sector. |
| 2026-04-10 | Buy | Nvidia (NVDA) | 0.694 shares | $188.63 | Decision to purchase more shares considering surging AI chip demand, robust momentum, and attractive PEG valuation. Expected to reach target price within the next 3 months. |
| 2026-04-10 | Sell | SOXL | 1.228 shares | $76.39 | Partial profit-taking and portfolio balance adjustment due to short-term rally. Aggressive investment strategy leveraging high volatility is maintained. |
| 2026-04-09 | Sell | Meta Platforms (META) | 0.052 shares | $628.39 | For portfolio balance adjustment and partial profit-taking following recent gains. |
Market Outlook: The Enduring Power of Value Investing in the AI Era
The current market is primarily driven by the advancements in artificial intelligence (AI) technology and the subsequent innovation across industries. Within this macroeconomic trend, this portfolio takes a long-term approach by selecting stocks with strong growth potential in AI-related core companies, alongside those with reasonable valuations. Although individual stock volatility may exist, the strategy of prioritizing 'value' based on fundamentals is expected to establish a solid profit base that remains unshaken by market fluctuations. We will continue to closely monitor the pace of AI technological development and companies' innovation efforts, pursuing investments that uncover hidden value.
※ This report analyzes the simulated operational performance of the AI Value Investment Portfolio and does not constitute investment advice. Actual investments should be made at your own judgment and responsibility.
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