AI Value Investment Portfolio Surges 76%, Capitalizing on Opportunities Amid Volatility

June 17, 2026 12:51 (KST)

[Lead]

As global stock markets show mixed trends, the 'AI Value Investment Portfolio' is capturing market attention with solid returns exceeding 76%. The Korean stock market showed early strength but faced headwinds from the downturn in US markets, exhibiting differentiated movements. The KOSPI is trading up 1.58% at 8864.24, while the KOSDAQ is weak, down 0.20% at 1031.96. In contrast, the US market saw the Dow Jones rise 0.64%, but the S&P 500 fell 0.57% and the Nasdaq Composite dropped 1.15%, indicating a correction primarily in tech stocks. Amidst this market environment, the AI Value Investment Portfolio continues to perform well, driven by its ability to select stocks that combine valuation and growth potential.

Performance Trends

Over the past five trading days, the 'AI Value Investment Portfolio' has shown significant growth, with its asset value increasing from $14,796.612 to $17,641.652. Notably, between June 10th and June 16th, it recorded an asset increase of approximately 12%, demonstrating a sharp upward trend. The portfolio's continuous profit generation capability, even with full investment and no cash holdings, highlights its core competitive strength. The cumulative return of 76.42%, growing an initial capital of $10,000 to $17,641.652, is a result of precisely capturing intrinsic corporate value and future growth potential, rather than merely following market trends.

Holdings Analysis

The core of the current portfolio consists of semiconductor-related tech stocks such as NVIDIA (NVDA), Broadcom (AVGO), AMD (AMD), and Micron (MU). NVIDIA, with a P/E of 32.6x and P/G of 0.63x, still offers valuation appeal relative to its high earnings growth (EPS $6.52). Broadcom, with a P/E of 65.3x and P/G of 0.69x, is also highly valued for its growth potential based on solid earnings (EPS $6.03).

AMD trades at a P/E of 181.8x and P/G of 1.23x. While its current stock price might seem high, its very strong growth potential (EPS $3.01) suggests room for further upside depending on future earnings improvements. Meta Platforms (META) has a P/E of 21.6x and P/G of 0.82x, providing balance to the portfolio by generating stable profits (EPS $27.48) at a relatively low valuation. Amazon (AMZN) is valued at a P/E of 31.7x and P/G of 1.83x, considered somewhat high relative to its growth.

Micron (MU) is particularly noteworthy. It is significantly undervalued with a P/E of 51.3x and a P/G of 0.34x. Given its high earnings level (EPS $21.22), its valuation is highly attractive. Coupled with a positive outlook for the semiconductor sector, Micron could see a strong rebound if its earnings improvement gains traction. SOXL (Direxion Daily Semiconductor Bu), a leveraged product, trades at a P/E of 58.7x and P/G of 1.25x, making it sensitive to market volatility.

[Current Holdings]

Recent Trade Review

Recent transactions show that the decision to purchase Micron (MU) on June 5th was highly encouraging. At that time, Micron's P/G ratio was a very low 0.34, indicating significant undervaluation relative to its growth. The adjustment of SOXL holdings by selling a portion after its short-term surge was a wise investment decision to rebalance the portfolio in preparation for market volatility. Continuous buying of NVIDIA (NVDA) and Broadcom (AVGO) since mid-April reflects an intent to capitalize on the surge in AI chip demand and the strong growth potential of the semiconductor sector. The aggressive increase in NVIDIA's weighting was based on its low P/G ratio and sustained growth prospects, indicating a long-term investment perspective. Periodic partial profit-taking from SOXL appears to be a strategic move to manage excessive risk exposure from rapid gains and consistently secure profits.

[Recent Transaction History]

Market Outlook

The decline in the US 10-year Treasury yield to 4.438% and a slight stabilization in the Volatility Index (VIX) to 16.29 suggest a potential easing of market risk appetite. While oil prices were mixed, gold futures rose, indicating some preference for safe-haven assets. The cryptocurrency market, including Bitcoin and Ethereum, has seen declines, reflecting weakened investor sentiment.

Amidst these complex market conditions, the strategy of the 'AI Value Investment Portfolio' appears to remain effective. Valuation analysis using P/E and P/G ratios serves as a crucial criterion for identifying companies that combine growth and profitability. Selective investment in stocks with clear undervaluation, like Micron, and sustained tracking of growth leaders such as NVIDIA and Broadcom, are expected to yield effective results in the future market. In a highly volatile market environment, a prudent approach based on valuation, combined with bold investment when opportunities arise, is more critical than ever.

※ This report analyzes the mock operation results of the AI Value Investment Portfolio and is not investment advice. Actual investments should be made at your own judgment and responsibility.