AI Value Investment Report: Stays Strong Despite 63% Return Amidst 'Breather'

'AI Value Investment Portfolio' Remains Robust Amidst AI 'Breather'

June 24, 2026

On the 24th local time, while the New York stock market showed mixed performance, the Korean stock market recorded a distinct upward trend, continuing its strong rally for two consecutive days. The KOSPI, in particular, surged over 3% to break through the 8400 mark, and the KOSDAQ also rose nearly 2%, driving investor sentiment. Amidst this market environment, the 'AI Value Investment Portfolio' has proven its resilience, maintaining an impressive 63% return on initial capital despite recent asset declines.

Asset Fluctuations and Return Trend: A 'Breather' Amidst Upside

While the 'AI Value Investment Portfolio' experienced volatility in its asset flow over the past five trading days, the overall upward trend remained unbroken. Total assets, which stood at $16,443.44 on June 18, rose to $17,741.15 on the 19th, peaked at $18,035.38 on the 23rd, and then slightly decreased to $16,300.26 as of the 24th. This represents a decline of approximately 10% compared to the previous day, signaling a 'breather' phase as the prior day's momentum slowed. However, even considering this short-term correction, a 63% return on an initial capital of $10,000 remains a remarkable achievement, demonstrating the effective combination of long-term growth potential in its holdings and strategic trading timing.

Portfolio Holdings Analysis: Balancing Valuation and Growth

The current 'AI Value Investment Portfolio' focuses on key companies related to AI and semiconductors, consistently assessing their valuation attractiveness through PER (Price-to-Earnings Ratio) and PEG (Price/Earnings to Growth) metrics.

Nvidia (NVDA), a cornerstone of the portfolio, is currently trading at $200.04 with a PER of 30.7 and a PEG of 0.64. This suggests that Nvidia's growth is relatively undervalued compared to its current stock price. Broadcom (AVGO), at $380.15 with a PER of 63.3 and PEG of 0.71, maintains valuation appeal despite a high PER, underpinned by the company's solid earnings growth, as indicated by its low PEG. Advanced Micro Devices (AMD) is trading at $519.85 with a PER of 172.1 and PEG of 1.33, indicating some valuation pressure, but this is interpreted as reflecting strong market expectations and future growth potential. Meta Platforms (META) is at $562.20 with a PER of 20.5 and PEG of 0.81, showing relatively stable valuation for a growth stock.

Amazon (AMZN) is priced at $234.11 with a PER of 31.6 and PEG of 1.83, showing a slightly higher valuation relative to its growth. Micron Technology (MU) boasts attractive metrics at $1051.77 with a PER of 49.8 and PEG of 0.38, representing significant undervaluation. The leveraged semiconductor ETF SOXL (Direxion Daily Semiconductor Bu), trading at $231.42, can experience significant price swings with market volatility but currently supports the portfolio's upward momentum with a PER of 49.8 and PEG of 1.20.

Stock	Quantity	Purchase Price	Current Price	PER
Nvidia (NVDA)	24.46731121296774 shares	$182.49	$200.04	30.7
Broadcom (AVGO)	5.671388696847641 shares	$326.03	$380.15	63.3
Advanced Micro Devices (AMD)	7.174504254514948 shares	$198.62	$519.85	172.1
Meta Platforms (META)	0.9838901591316416 shares	$653.56	$562.20	20.5
Amazon (AMZN)	2.057140463820619 shares	$208.39	$234.11	31.6
Micron Technology (MU)	0.2506545987639194 shares	$996.00	$1051.77	49.8
SOXL	17.15347638240575 shares	$61.36	$231.42	49.8

Recent Trading Review: Flexible Portfolio Rebalancing

Reviewing recent transactions, the 'AI Value Investment Portfolio' has focused on flexibly responding to short-term market movements and rebalancing the portfolio. The partial sale of SOXL on June 19th was a strategic decision for profit-taking following a short-term surge and portfolio weight adjustment. This mirrors a similar move on June 5th with SOXL, indicating risk management during overheated periods. Furthermore, the purchase of Micron Technology (MU) on June 5th demonstrates foresight in capturing value due to its low PEG ratio and significant undervaluation.

The additional purchase of Nvidia (NVDA) in late April and early May was an aggressive increase in allocation based on surging AI chip demand, sustained growth potential, and a low PEG ratio. This signifies the portfolio's strategy of boldly seizing investment opportunities in stocks with clear growth momentum. Overall, recent trades indicate portfolio management through realizing profits amidst short-term market volatility and reinvesting in undervalued value stocks or promising growth stocks.

Date	Type	Stock	Quantity	Price	Reason
2026-06-19	Sell	SOXL	0.902814546442408 shares	$279.29	Maintain portfolio balance and realize partial short-term gains
2026-06-05	Buy	MU	0.2506545987639194 shares	$996.00	Very low PEG ratio, significant valuation undervaluation
2026-06-05	Sell	SOXL	0.950331101518324 shares	$262.70	Realize partial gains from short-term surge and adjust portfolio balance
2026-04-27	Buy	NVDA	0.5926075899866126 shares	$216.61	Considering surging AI chip demand, sustained growth potential, and low PEG ratio
2026-04-24	Sell	SOXL	1.000348527914025 shares	$128.32	Maintain portfolio balance following short-term rise
2026-04-17	Buy	NVDA	0.933821971712646 shares	$201.68	Strong growth potential due to surging AI chip demand and low PEG ratio
2026-04-16	Sell	SOXL	1.052998450435816 shares	$88.37	Partial portfolio balance adjustment due to recent short-term surge
2026-04-15	Sell	SOXL	1.108419421511385 shares	$85.96	Realize partial gains from short-term surge and maintain portfolio balance
2026-04-13	Buy	AVGO	0.4945715096250202 shares	$379.75	Expectation of further gains amidst strong fundamentals and positive semiconductor sector outlook
2026-04-13	Sell	SOXL	1.166757285801458 shares	$80.56	Realize partial profits upon nearing target price and maintain portfolio balance

Market Outlook: Seeking Opportunities Amidst Volatility

Some economic indicators show mixed signals, with the Won-Dollar exchange rate on the rise and oil and gold prices declining. The US stock market also presented differentiation across sectors and stocks, with the S&P 500 slightly falling and the Nasdaq Composite seeing a correction, while the Dow Jones closed higher. This market environment suggests short-term uncertainty, but as demonstrated by the 'AI Value Investment Portfolio,' investing in companies with solid fundamentals and high growth potential remains a valid long-term strategy.

Moving forward, the portfolio is expected to continue its investment strategy of balancing value and growth by closely analyzing the valuation and growth prospects of core companies, rather than reacting to short-term market fluctuations. A decline in the Volatility Index (VIX) suggests that market volatility may gradually stabilize, which could be a positive signal for aggressive portfolio management. The possibility of investor sentiment towards tech stocks strengthening again, alongside declining interest rates, cannot be ruled out.

※ This report analyzes the simulated operation of the AI Value Investment Portfolio and is not an investment recommendation. Actual investments must be made based on your own judgment and responsibility.