Investment Report: AI Value Portfolio Delivers Resilient Returns Amidst Market Turmoil

June 6, 2026, 10:48 PM (KST)

Markets Roiled by Turmoil, 'AI Value Investment Portfolio' Proves Steadfast Resilience

On June 6, 2026, global financial markets were in turmoil, resembling a fierce storm. The KOSPI plummeted 5.54% to 8160, while the KOSDAQ also dropped 4.50%, precariously holding above the 1000 mark. U.S. markets were not spared; the Dow Jones Industrial Average fell 1.35% and the Nasdaq Composite slid 4.18%, unnerving investors. Notably, the Philadelphia Semiconductor Index plunged over 10%, signaling broad weakness in tech stocks. Amidst this macroeconomic anxiety, the won-dollar exchange rate climbed 1.68% to 1558 won, and the VIX volatility index surged a staggering 39.68%, starkly reflecting market participants' fear. Oil prices also declined, supporting a risk-off sentiment. In this chaotic trading environment, the 'AI Value Investment Portfolio' grew its initial capital of $10,000 to $17,612.106, achieving an astonishing return of 76.12%, proving the power of value investing to remain steadfast amidst turbulent times.

Portfolio Assets Hold Firm Amidst Waves of Volatility

Although this portfolio experienced rapid fluctuations over the past five trading days, it maintained an overall upward trend. Starting at $16,845.607 on June 1st, assets steadily climbed to $17,201.403 on June 2nd and $18,102.311 on June 3rd. It peaked at $18,323.955 on June 4th before a slight adjustment to $17,612.106 on June 5th, establishing its current asset level. These daily asset movements are analyzed as a combination of short-term shocks in the global market and profit-taking in select portfolio holdings. However, the approximate 4.5% asset growth over five trading days demonstrated a solid performance distinctly different from the broad market downturn. This suggests that stock selection based on thorough valuation analysis and strategic trading effectively hedged against volatility.

Core Holdings: Balancing Valuation and Growth

The core of this portfolio consists of stocks that possess growth drivers for the AI era while maintaining reasonable valuations. Nvidia (NVDA), the top pick, currently trades at $218.66, with a P/E ratio of 33.4x against an EPS of $6.54. Its PEG ratio of 0.66 indicates that its stock price remains attractive relative to its growth potential. Broadcom (AVGO), at $418.91, sports a P/E of 69.9x and a PEG of 1.05x, suggesting steady growth driven by solid fundamentals. AMD (AMD) trades at $523.20 with a P/E of 175.6x and a PEG of 1.31x, reflecting a higher valuation attributed to its strong potential for market share expansion in the AI semiconductor sector. Meta Platforms (META) is valued at $627.57 with a P/E of 22.8x and a PEG of 0.86x, maintaining an undervalued appeal despite increased AI investments. Amazon.com (AMZN) at $253.79 has a P/E of 31.6x and a PEG of 1.83x; while the PEG appears slightly high, it is considered manageable given the sustained growth in its cloud and AI businesses. Direxion Daily Semiconductor Bu (SOXL) is trading at $262.70 and has been a target for portfolio balance adjustments due to its recent volatile price swings. Micron Technology (MU) boasts an overwhelming valuation appeal at $996 with a P/E of 47.0x and a PEG of 0.37x, suggesting strong potential for upside momentum following its recent inclusion.

Recent Trading Activity: A Delicate Strategy Focused on 'Value'

Recent trading activity indicates that this portfolio moves cautiously, comprehensively considering valuation and market conditions. The strategic decision to purchase Micron Technology (MU) at $996 on June 5th was driven by its exceptionally low PEG ratio and significant undervaluation. Prior to this, some profit-taking and portfolio balancing occurred with Direxion Daily Semiconductor Bu (SOXL) on June 5th due to its recent sharp gains. This reflects a willingness to realize profits in overextended segments while potentially reallocating capital to other high-growth potential stocks. Aggressive increases in Nvidia (NVDA) since late April were based on surging AI chip demand, its sustained growth potential, and its low PEG ratio. Conversely, multiple sales of SOXL were primarily aimed at maintaining portfolio balance and realizing profits from short-term price increases. Additional purchases of Broadcom (AVGO) in mid-April were made in anticipation of further gains, supported by strong fundamentals and a positive outlook for the semiconductor sector.

Market Outlook: Seizing Opportunities Amidst Turbulence, Reaffirming the Importance of Valuation

Today's market sounded an alarm for investors with extreme volatility and significant corrections across tech stocks, attributed to strong profit-taking pressure in the overheated semiconductor sector. However, amidst this macroeconomic uncertainty, the 'AI Value Investment Portfolio' has achieved cumulative returns exceeding 76%, demonstrating the power of valuation-based investing. The P/E and PEG metrics served as crucial compasses, guiding the assessment of intrinsic corporate value without succumbing to market's short-term irrationality. The future market may be influenced by various factors, including interest rate volatility, geopolitical risks, and inflationary pressures. Nevertheless, AI technology innovation is an unstoppable trend, and within this trend, companies with solid fundamentals and reasonable valuations will continue to create opportunities amidst uncertainty. It is important to remember that market turbulence can, in fact, provide an opportunity to identify companies with true value.

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