AI Value Investment Portfolio Posts 83% Return Amid Market Volatility, Showing Robustness

[June 4, 2026, Korea Stock Market Close (20:00 KST)] On June 4, 2026, global financial markets showed mixed trends, stirring investor sentiment. The KOSPI declined 1.84%, continuing its sluggish performance, while the KOSDAQ rebounded with a 2.31% gain, led by tech stocks. In the US market, the Dow Jones Industrial Average surged 1.73%, but the Nasdaq Composite closed slightly down by 0.09%, indicating mixed results. Amidst this market environment, the AI Value Investment Portfolio has surpassed the initial $10,000 capital to over $18,000, recording a remarkable +83.24% return and offering unique insights to investors.

Asset Trend: Five Consecutive Trading Days of Gains, Solidifying 83% Return

Examining the portfolio's asset flow over the last five trading days reveals its pronounced robustness. Starting at $16,836.63 on May 29, the total assets steadily trended upwards to $16,845.607 on June 1, then to $17,201.403 on June 2. By June 3, it reached $18,102.311, and today (June 4), it closed at $18,323.955. Even with all assets fully invested without any cash holdings, this represents an increase of approximately $1,500, or 8.8%, in just five trading days, contributing to the impressive cumulative return of 83%. This suggests that despite short-term market volatility, the positive fundamentals and growth potential of key holdings are offsetting market anxieties and translating into profits.

Holdings Analysis: Revaluation of Key Players in the AI Ecosystem

The stocks currently constituting the portfolio were selected based on clear strategic criteria. The focus is on semiconductor and platform companies, considered the core drivers of the AI era, following a thorough analysis of their intrinsic value relative to stock price using valuation metrics. NVIDIA (NVDA) shows an Earnings Per Share (EPS) of $6.53, with a Price-to-Earnings (P/E) ratio of 32.9x and a Price/Earnings to Growth (PEG) ratio of 0.66x. This indicates a reasonable valuation relative to its strong growth potential, making it the largest holding driving the portfolio's growth. Notably, recent trading activity shows that aggressively increasing its weight based on surging AI chip demand and sustained growth potential has been effective. Broadcom (AVGO) also maintains a valuation supporting consistent earnings growth, with an EPS of $5.99, P/E of 80.0x, and PEG of 1.05x. Meta Platforms (META), with an EPS of $27.47, trades at a P/E of 22.7x and a PEG of 0.86x, continuing its technological innovation at an attractive valuation. In contrast, SOXL (Direxion Daily Semiconductor Bu) shows a high valuation with a P/E of 211.2x and a PEG of 1.32x. However, this reflects its nature as a leveraged product for a specific industry sector. As seen in past trading records, frequent strategic trades are made for short-term profit realization and portfolio rebalancing.

Holdings Overview

Symbol	Quantity	Cost Basis (per share)	Current Price (per share)	P/E	PEG	EPS
NVIDIA (NVDA)	24.4673	$182.49	$214.75	32.9	0.66	$6.53
SOXL	19.0066	$61.36	$280.54	211.2	1.32	N/A
Broadcom (AVGO)	5.6714	$326.03	$479.23	80.0	1.05	$5.99
AMD (AMD)	7.1745	$198.62	$542.52	182.1	1.31	$2.98
Meta Platforms (META)	0.9839	$653.56	$622.98	22.7	0.86	$27.47
Amazon (AMZN)	2.0571	$208.39	$250.02	31.6	1.83	$7.90

Recent Trade Review: A Delicate Balance of Rebalancing and Opportunity Seizing

The portfolio's recent trading history reflects a flexible response strategy based on market movements, valuations, and fundamental analysis. The decision to increase holdings in NVIDIA (NVDA) in late April was a proactive move to capture the clear trend of surging AI chip demand and the high growth potential indicated by its low PEG ratio. Conversely, frequent sales of SOXL are aimed at realizing partial profits from sharp short-term rallies and rebalancing portfolio weights. This approach leverages high volatility while emphasizing prudent risk management through profit-taking rather than aggressive chasing of gains. Furthermore, the purchase of Broadcom (AVGO) in mid-April is interpreted as a positive signal, anticipating further upside given strong fundamentals and sector outlook. These trading patterns demonstrate a masterful balance between 'maintaining balance' and 'seizing opportunities,' managing risk according to market conditions while increasing exposure to assets with significant growth potential.

Recent Trading Activity

Date	Type	Symbol	Quantity	Price (per share)
2026-04-27	Buy	NVIDIA (NVDA)	0.5926	$216.61
2026-04-24	Sell	SOXL	1.0003	$128.32
2026-04-17	Buy	NVIDIA (NVDA)	0.9338	$201.68
2026-04-16	Sell	SOXL	1.0530	$88.37
2026-04-15	Sell	SOXL	1.1084	$85.96
2026-04-13	Sell	SOXL	1.1668	$80.56
2026-04-13	Buy	Broadcom (AVGO)	0.4946	$379.75
2026-04-10	Buy	NVIDIA (NVDA)	0.6942	$188.63
2026-04-10	Sell	SOXL	1.2282	$76.39
2026-04-09	Sell	Meta Platforms (META)	0.0518	$628.39

Market Outlook: Expectation for Simultaneous Growth in Macroeconomic Indicators and Tech Sector

The current market presents a mixed picture with various macroeconomic indicators such as interest rates, oil prices, and exchange rates, yet investor interest in the technology sector remains strong. A slight decline in US 10-year Treasury yields supports risk appetite, while WTI and Brent crude oil have turned downward, partially easing inflation concerns. The USD/KRW exchange rate has surpassed 1,530 won, showing some instability, which could influence foreign investor flows into the Korean stock market. The Volatility Index (VIX) decreased by 4.86%, signaling market stability. The advancements in AI technology and the expansion of its industrial ecosystem are expected to further strengthen the fundamentals of technology stocks in the long term. In this context, the 'AI Value Investment Portfolio' will continue its strategy of carefully analyzing individual companies' intrinsic value and growth potential to capture market opportunities and manage risks. While market uncertainties always exist, data-driven analysis and a firm investment philosophy will serve as an unwavering compass in unpredictable market conditions.

※ This report analyzes the simulated performance of the AI Value Investment Portfolio and is not an investment recommendation. Actual investments should be made at your own discretion and risk.