AI Value Investment Report Gains Traction with 68% Return

AI Value Portfolio Shines with 68% Return Amidst Volatility Management

June 1, 2026 - On the first day of June, global markets showed mixed performance, with South Korea's KOSPI index recording a notable gain of over 3%, drawing market attention. In contrast, the KOSDAQ experienced a decline of more than 2%, presenting a contrasting trend.

Amidst this volatility, the 'AI Value Investment Portfolio' achieved a remarkable feat, growing its initial capital of $10,000 to $16,845.607, a staggering 68.46% return. This success was driven by an aggressive investment stance, maintaining a 0% cash position.

Asset Trajectory: Steady Climb Through Rollercoaster Markets

Examining the asset's trend over the last five trading days reveals a dynamic performance for the 'AI Value Investment Portfolio.' The asset, valued at $15,741.636 on May 26th, surged to $16,705.309 on the 27th, before a brief pause at $16,476.854 on the 28th. It then rebounded to $16,836.631 on the 29th and continued its robust upward trajectory, reaching $16,845.607 as of June 1st.

The total asset value of $16,845.607 represents a substantial 68.46% return on the initial $10,000 investment, demonstrating the portfolio's consistent value appreciation across diverse market conditions. This suggests the effective operation of its rigorous stock selection and risk management strategies.

AI Ecosystem Core: Blending Valuation Appeal with Growth Potential

The current core holdings of the portfolio include technology stocks leading the AI ecosystem, such as NVIDIA (NVDA), Broadcom (AVGO), and AMD (AMD). NVIDIA, trading at $211.14, shows a P/E ratio of 32.4x and a PEG ratio of 0.65x against an EPS of $6.52. This indicates that its valuation is modest relative to the strong growth momentum driven by surging AI chip demand, pointing to potential for continued upside.

Broadcom (AVGO) also maintains a reasonable valuation at $446.77, with a P/E of 86.9x and a PEG of 0.97x, supported by robust fundamentals and industry outlooks. AMD, at $516.1, has a P/E of 172.6x and a PEG of 1.24x, reflecting high growth expectations. Similar to NVIDIA, its position within the AI market suggests further growth potential.

The Direxion Daily Semiconductor Bull 3X Shares ETF (SOXL) is priced at $224.34, with a P/E of 168.9x and a PEG of 0.81x, showcasing the volatility of the semiconductor sector amplified by high leverage. Meta Platforms (META) trades at $632.51, with a P/E of 23.0x and a PEG of 0.91x, exhibiting characteristics of a stable value stock. Amazon (AMZN), at $270.64, has a P/E of 31.7x and a PEG of 1.83x, suggesting its valuation is somewhat high relative to its growth prospects.

Strategic Trading: Capitalizing on Volatility and Scaling Positions

Recent trading activity highlights the portfolio's sophisticated management. Frequent sell-offs in SOXL clearly demonstrate a strategy focused on capturing short-term gains from its high volatility. Throughout April, as SOXL rapidly climbed from the $80s to the $130s, multiple phased sales were executed to secure profits and maintain portfolio balance.

Conversely, consistent buying of NVIDIA (NVDA) confirms an aggressive strategy to increase its weighting, based on the surge in AI chip demand and its low PEG ratio. Purchases initiated at $188.63 on April 9th continued up to $216.61 on April 27th, underscoring confidence in a stock with high growth potential.

This trading pattern illustrates that the flexible management strategy, which consistently generates returns amidst high volatility while simultaneously concentrating on long-term growth themes, is a key factor in the success of the 'AI Value Investment Portfolio.'

Today's Market Indicators and Future Outlook

Today's market presented a mixed picture. The KOSPI rose strongly to 8788.38 (+3.68%), while the KOSDAQ fell to 1050.03 (-2.30%). Major US indices searched for direction amidst mixed performance, though the Nasdaq Composite (+0.32%) and the Philadelphia Semiconductor Index (+1.22%) showed relative strength. Notably, WTI crude oil prices surged to $94.04 (+7.65%), a factor that could fuel inflation concerns. The US 10-year Treasury yield increased to 4.503% (+1.12%), and the KRW/USD exchange rate rose to 1509.29 won (+0.94%), continuing the trend of a stronger dollar. Gold futures (-1.40%) and Bitcoin (-3.23%) declined, suggesting some risk aversion in the market.

The current market appears to be seeking a balance between the continuous advancement of AI technology and macroeconomic indicators. The 'AI Value Investment Portfolio' is adeptly turning volatility into opportunity, steadily accumulating performance. Moving forward, a meticulous analysis of key companies within the AI ecosystem, combined with a flexible strategy responsive to market conditions, will likely remain crucial.

※ This report analyzes the simulated performance of the AI Value Investment Portfolio and is not an investment recommendation. Actual investments should be made based on your own judgment and responsibility.