AI Portfolio Leads Market with 60% Returns

AI Value Investment Portfolio Surpasses 60% Returns, Takes Center Stage in Market

As of the morning of June 15, 2026, global stock markets are buzzing with activity, mirroring the vibrant summer heat gripping the Northern Hemisphere. The KOSPI surged over 5% to break through the 8,500 mark, while major US indices also continued their strong upward trend, stimulating investor sentiment. Amidst this market momentum, the 'AI Value Investment Portfolio,' focused on AI technology stocks, has captured market attention by growing an initial capital of $10,000 to over $16,000, achieving an astonishing return of 60.54%. This performance demonstrates a remarkable ability to select stocks that combine both value and growth, remaining resilient even in a volatile market for tech stocks.

Asset Fluctuation Trend: A Breathless 5-Day Rally

The asset flow of this portfolio over the past five trading days has been nothing short of dynamic. Starting at approximately $15,154 on June 8, total assets rebounded to $16,008 on June 9 before taking a brief pause at $15,683 on the 10th. Despite a slight dip to $14,796 on the 11th, the portfolio soared back to $16,053 on the 12th, achieving a cumulative return exceeding 60%. This trend suggests that the portfolio's core holdings are supported by fundamental improvements and positive market outlooks, even amidst short-term volatility.

Holding Analysis: The Pitfalls of Valuation and the Opportunities of Growth

The success of the AI Value Investment Portfolio is primarily attributed to its exceptional stock selection capabilities. Nvidia (NVDA), a cornerstone of the portfolio, currently trading at $204.87, shows a P/E ratio of 31.3x and a PEG ratio of 0.63x, indicating that its remarkable growth is being digested at a reasonable valuation through rapid profit increases. Broadcom (AVGO), at $385.57, has a P/E of 64.2x and a PEG of 0.70x; despite a high P/E, the low PEG ratio suggests continued attractive growth potential. Advanced Micro Devices (AMD) trades at $488.45 with a P/E of 163.9x and a PEG of 1.18x, indicating high growth but with a somewhat burdensome valuation. Meta Platforms (META) at $568.43, with a P/E of 20.7x and a PEG of 0.83x, presents a stable profile with growth added on top of a solid earnings base. Amazon (AMZN) at $241.51 has a P/E of 31.7x and a PEG of 1.83x; while the PEG is slightly high, it has room for improvement as AI-based service expansion accelerates. Notably, Micron Technology (MU) at $995.87 boasts an impressive undervaluation with a P/E of 47.0x and an overwhelming PEG of 0.34x, positioning it in an optimal valuation state.

Thus, each stock balances the portfolio by reflecting growth at different levels through its P/E and PEG metrics. The strategy of diversifying between aggressive growth stocks and those with attractive valuations while simultaneously managing risk is particularly noteworthy.

Recent Trading Review: Maximizing Returns Through Strategic Moves

Recent trading activity highlights the sophistication of the portfolio's management. On June 5, Micron (MU) was purchased due to its extremely low PEG ratio and significant valuation undervaluation, securing future upside potential. On the same day, a portion of SOXL (Direxion Daily Semiconductor Bu) was reduced to realize some gains from its recent sharp rise and rebalance the portfolio. This move underscored risk management for the volatile semiconductor ETF and reaffirmed the portfolio's core principle of focusing on individual stock fundamentals.

The aggressive increase in Nvidia (NVDA) holdings from late April to early May was a confident bet based on the surging demand for AI chips, its sustained growth potential, and an attractive PEG ratio. Conversely, multiple sales of SOXL were executed with the clear objectives of realizing profits from short-term surges and maintaining portfolio balance. This demonstrates an effort to capture optimal timing by closely monitoring market conditions and changes in individual stock fundamentals, rather than simply chasing momentum.

Market Outlook: Interest Rates, Oil Prices, and the Future of AI

The current market shows stable interest rates (US 10-year Treasury at 4.487%) and oil prices (WTI at $80.21, Brent at $82.97), with continued strong interest in AI-related technology stocks. The slight dip in the USD/KRW exchange rate to 1,514 won indicates potential positive foreign capital inflow, while the rise in gold futures prices suggests that the preference for safe-haven assets has not entirely dissipated. The decline in the Volatility Index (VIX) also indicates that market participants perceive short-term uncertainties as low.

The performance demonstrated by the AI Value Investment Portfolio clearly illustrates how the current market is valuing technological innovation, particularly the growth potential of the AI sector. Moving forward, a strategy that builds upon these AI trends while diligently examining fundamentals and valuations is expected to play a crucial role in maintaining high returns.

Current Holdings

Recent Transactions (April - June 2026)

※ 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 judgment and risk.