AI Portfolio Navigates Turmoil, Achieves 80% Return in Investment Report

On June 23, 2026, the global financial markets, amidst a general downturn, sent mixed signals, demanding investor caution.

AI Value Investment Portfolio Achieves 80% Return Amidst Turbulent Market

On this day, the KOSPI and KOSDAQ markets recorded sharp declines of 9.99% and 7.94% respectively, significantly dampening investor sentiment. U.S. stock markets also saw a downward trend, with Nasdaq Composite and Nasdaq 100 futures falling by over 2%, indicating a correction movement led by tech stocks. Despite this macroeconomic volatility, the AI Value Investment Portfolio has successfully navigated the market's rough waves, achieving an impressive return of approximately 80.35%, growing from an initial capital of $10,000 to the current $18,035.382.

Steady Growth Trajectory Amidst Asset Volatility

Over the past five business days, the portfolio showed steady asset growth, increasing from $16,287.396 to $18,035.382. Notably, the $156.05 increase from June 17th to 18th, and the $1,298.25 rise from June 18th to 19th, suggest that individual stock fundamentals and strategic trading shone through amidst temporary market instability. After a brief period of stagnation post-June 19th, assets resumed their upward trend with a $294.228 increase on June 23rd.

Core Holdings Balance Valuation and Growth

The core holdings of the portfolio continue to deliver strong performance based on robust fundamentals. Nvidia (NVDA), in particular, maintains its dominant leadership in the AI chip market with attractive valuation indicators such as a P/E of 32.0 and a PEG ratio of 0.65. Broadcom (AVGO), while having a relatively higher P/E of 65.4, remains attractive in terms of value considering its growth, with a PEG ratio of 0.71. Micron Technology (MU) shows remarkable undervaluation with a PEG ratio of 0.36, despite a P/E of 57.1. Meanwhile, Meta Platforms (META) demonstrates its stance as a stable growth stock with a P/E of 20.5 and PEG of 0.81, while Amazon (AMZN) shows momentum as a growth stock with a P/E of 31.6 and PEG of 1.83. AMD (AMD), enhancing its competitiveness in advanced data processing and AI accelerators, is priced at a P/E of 185.1 and PEG of 1.29, reflecting growth expectations, yet still possesses ample room for further upside given recent technological innovations. SOXL, which leverages the semiconductor sector, has a P/E of 64.8 and PEG of 1.30; while subject to high short-term volatility, it serves to amplify the portfolio's upward momentum depending on market conditions.

Recent Trades: Strategic Balance and Opportunity Seizure

A review of recent portfolio transactions reveals strategic investment principles. The partial sale of SOXL on June 19th is interpreted as profit-taking after a short-term surge and a measure to maintain portfolio balance. On June 5th, an additional purchase of Micron Technology (MU), boasting a very low PEG ratio, further solidified the portfolio's value investment stance. The consistent buying of Nvidia (NVDA) from late April to mid-April, alongside partial sales of SOXL, demonstrates a seasoned strategy of adjusting weights and responding to market volatility, underpinned by conviction in AI growth stocks. The purchase of Broadcom (AVGO) on April 13th is assessed as a proactive investment based on strong fundamentals and a positive outlook for the semiconductor sector.

Market Outlook: Seeking Opportunities Amidst Volatility

The current market is expected to maintain high volatility due to various factors including geopolitical risks, potential interest rate fluctuations, and valuation pressures on technology stocks. The decline in WTI and Brent crude oil prices, along with falling gold futures, partially reflects risk aversion. The slight rise in U.S. 10-year Treasury yields adds to the uncertainty regarding future market direction. However, despite the rising volatility index (VIX), the AI Value Investment Portfolio is outperforming the market average with overwhelming returns, focusing on technology stocks with solid fundamentals. Moving forward, this portfolio will continue to pursue stable asset growth by selecting stocks with high growth potential and reasonable valuations, and by employing strategies that respond flexibly to market conditions.

※ This report analyzes the simulated performance of an AI value investment portfolio and is not investment advice. Actual investment decisions should be made at the investor's own discretion and responsibility.