AI Portfolio Outperforms Market with 77% Returns

AI Value Investment Portfolio: Strong Performance Amidst Mixed Markets, Boosted by Semiconductor Tailwinds

On June 21, 2026, ahead of the weekend, domestic and international stock markets showed somewhat divergent trends. The KOSPI closed slightly down, while the KOSDAQ plummeted over 3%, displaying sluggish performance. In contrast, U.S. markets, with the S&P 500 and Nasdaq Composite showing robust gains, captured investor attention. Notably, the Philadelphia Semiconductor Index's surge of over 6% fueled a tech stock rally, uplifting the overall market sentiment. Amidst this market environment, the **AI Value Investment Portfolio**, tracked in this column, recorded a remarkable return exceeding 77%, maintaining solid performance despite volatility. The initial investment of $10,000 has now surpassed $17,000, once again proving the strength of an aggressive growth stock investment strategy.

The Narrative of Asset Fluctuations: A Clear Upward Curve Amidst Volatility

Over the past five trading days, the portfolio's asset trajectory resembled a roller coaster. Starting at approximately $16,000 on June 15, assets broke through $17,000 on the 16th, signaling a positive start. However, they experienced a slight dip on the 17th, entering a consolidation phase. On the 18th, assets fell back into the $16,000 range, undergoing a temporary correction, but began a strong rebound from the 19th onwards, closing above $17,700 by the end of the day. Despite this short-term volatility, the portfolio's overall returns have consistently traced an upward curve, showing a gain of over 10% in the last ten-plus days. This is analyzed as a combined result of strong upward momentum in individual stocks and a prudent position sizing strategy.

Analysis of Key Holdings: The Core of the AI Era, Re-evaluating Valuation Attractiveness

The primary drivers of the current portfolio are undoubtedly AI-related technology stocks. Nvidia (NVDA) continues to represent a significant portion of the portfolio, underpinned by its robust growth. Its current P/E ratio of approximately 32x is considered reasonable given the powerful growth story driven by surging AI chip demand. The very low PEG ratio of 0.65 suggests that the stock's valuation is attractive relative to its growth rate. Broadcom (AVGO), despite a P/E ratio exceeding 68x, has a PEG ratio of 0.75, indicating that its valuation burden is relatively manageable. Micron (MU) boasts an impressive valuation appeal with a P/E of 53x and a low PEG ratio of 0.36.

Meanwhile, Advanced Micro Devices (AMD) exhibits a high P/E ratio above 179x, but its PEG ratio of 1.29 is deemed acceptable when considering its growth prospects. Meta Platforms (META) has a P/E of 21x and a PEG of 0.83, exhibiting characteristics of a stable value stock. Amazon (AMZN), with a P/E of 31.5x and a PEG of 1.83, can be considered to have a somewhat high valuation relative to its growth. This illustrates that a strategy of balancing growth with current stock prices, using the PEG ratio rather than just the absolute P/E figure, has been effectively employed.

Review of Recent Trades: The Subtle Balance of Profit-Taking and Position Adjustment

The portfolio's recent trading activity demonstrates a meticulous response to market conditions and changes in stock-specific momentum. On June 19, a partial reduction in the position of SOXL (Direxion Daily Semiconductor Bu) was interpreted as a strategic decision to maintain portfolio balance and secure short-term profits. Concurrently, the aggressive purchase of Micron (MU) on June 5 was based on strong conviction in its extremely low PEG ratio and valuation attractiveness. The sale of SOXL on the same day was also part of profit-taking following a short-term surge and portfolio rebalancing. The decisions to buy Nvidia (NVDA) in late April and Broadcom (AVGO) in mid-April reflect a long-term perspective based on the strong growth potential of the AI and semiconductor sectors and their low PEG ratios.

Market Outlook: Sustainability of the Semiconductor Rally and the Portfolio's Direction

Today's market was characterized by the strength of technology stocks, particularly in the semiconductor sector. This indicates a sustained expectation for accelerated AI technology development and increased related investments. However, the significant decline in the KOSDAQ market suggests the possibility of a stock-specific market environment and that overall market investor sentiment has not yet fully recovered. The downward trend in the won/dollar exchange rate, signaling stability in the foreign exchange market, is a positive sign. A slight decrease in U.S. 10-year Treasury yields could create a favorable environment for tech stocks. The decline in gold futures prices and the weakness in Bitcoin and Ethereum suggest a temporary weakening of preference for safe-haven assets. The rise in the Volatility Index (VIX) serves as a warning of potential market uncertainties.

Going forward, the AI Value Investment Portfolio will continue its strategy of investing in growth stocks with high valuation appeal, while focusing on risk management through careful position adjustments in response to market changes. Specifically, the plan is to refine investment strategies by closely monitoring the earnings announcements and future outlooks of key companies that have driven the Philadelphia Semiconductor Index's rally. Balancing long-term growth potential with current valuation levels will be the core driver of this portfolio.

Recent Transaction History

※ This report analyzes the simulated operation of the AI Value Investment Portfolio and is not an investment recommendation. Actual investment decisions should be made at the investor's own judgment and responsibility.