AI Investment Report Shines with 77% Returns

AI Value Investment Portfolio: Separating the Wheat from the Chaff Amidst High Growth, Achieves 77% Return Amidst Market Contrasts

June 22, 2026, 20:14 (KST)

On June 22nd, as global stock markets showed mixed performance, the 'AI Value Investment Portfolio' continued its robust returns, maintaining a steady course amidst market volatility. The KOSPI rose 0.69% to surpass the 9100 mark, and the KOSDAQ also showed slight strength. In contrast, the US market saw the Nasdaq Composite plunge 1.32%, highlighting pressure for profit-taking in tech stocks. The S&P 500 remained flat, while the Dow Jones Industrial Average edged up 0.29%, displaying a contrasting trend. Amidst these market dichotomies, the 'AI Value Investment Portfolio' has grown its initial capital of $10,000 to over $17,741, achieving a remarkable cumulative return of 77.41%.

Assets Steadily Trend Upward Amidst Fluctuations

Examining the asset trend over the last five trading days reveals that the 'AI Value Investment Portfolio' has maintained a positive trajectory despite market ups and downs. After reaching $17,641 on June 16th, the total assets experienced a slight adjustment, dropping to $16,287 and $16,443 on the 17th and 18th respectively. However, it began to recover from the 19th onwards, exceeding $17,741 by the 22nd. This is interpreted as a synergistic outcome of the solid fundamentals of the portfolio's core holdings and strategic trading timing. The lack of asset fluctuation on the 19th and 22nd suggests a possibility of maintaining a cautious market stance and slightly increasing cash reserves in the short term.

Key Holdings: Reinterpreting Valuation

The core of the current 'AI Value Investment Portfolio' lies in a cautious yet bold approach to high-growth technology stocks. Notably, Nvidia (NVDA), with an Earnings Per Share (EPS) of $6.53, maintains an attractive valuation considering its growth prospects, trading at 32.3 times P/E and a PEG ratio of 0.65. Broadcom (AVGO) also trades at a P/E of 68.4x and a PEG of 0.75; its relatively low PEG despite a high P/E suggests ample room for stock price appreciation relative to its growth drivers. Advanced Micro Devices (AMD) shows a somewhat high valuation at a P/E of 178.5x and a PEG of 1.29x, but this is seen as reflecting strong new momentum and expectations for market share expansion.

Meta Platforms (META), based on an EPS of $27.48, demonstrates stable growth with a P/E of 21.0x and a PEG of 0.83x. Amazon (AMZN) carries a slight valuation burden relative to its growth, trading at a P/E of 31.7x and a PEG of 1.83x. Micron Technology (MU) stands out as a hidden gem in the portfolio, boasting a P/E of 53.5x and an overwhelmingly undervalued PEG ratio of 0.36x with an EPS of $21.21. SOXL, which leverages the semiconductor sector, also trades at a P/E of 60.1x and a PEG of 1.29x. Overall, it is evident that differentiated stock-specific strategies are being employed, considering a comprehensive assessment of valuation metrics.

Review of Key Trades: The Delicate Balance of Selling, Buying, and Selling Again

Recent transaction history offers insight into the 'AI Value Investment Portfolio's' sophisticated operational philosophy. Selling a portion of SOXL at the prevailing market price on June 19th was part of a strategy to realize short-term gains while maintaining portfolio balance. This aligns with the context of selling SOXL on June 5th to book profits from a short-term surge and rebalance the portfolio. The purchase of Micron Technology (MU) on June 5th, based on its extremely low PEG ratio and significant undervaluation, can be seen as an inclusion to the portfolio with a focus on long-term growth value. The steady increase in holdings of Nvidia (NVDA) and Broadcom (AVGO) since late April represents an aggressive investment strategy driven by soaring AI chip demand, sustained growth potential, and low PEG ratios, serving as a primary engine for the portfolio's overall returns.

Market Outlook: Sifting Through Tech Stocks, Volatility Presents Opportunity

While today's market showed mixed trends, the Nasdaq's correction signals the growing importance of discerning quality among high-growth technology stocks. Falling oil prices (-2~3%) and gold prices (-1.21%) hint at potential easing of inflation concerns, but the rise in US 10-year Treasury yields (+0.06%) continues to inject tension into the market. Despite a slight contraction in investor sentiment with the Volatility Index (VIX) rising 5.91%, the surge in the won-dollar exchange rate to the 1537 won level poses a potential burden on the domestic stock market. In this market environment, the 'AI Value Investment Portfolio' is expected to pursue stable returns through concentrated investment in stocks that combine valuation and growth, coupled with flexible responses to market conditions. The concurrent strength in Bitcoin and Ethereum demonstrates the resilience of risk appetite, while also potentially having a positive impact on market participants' investment sentiment.

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