AI Investment Portfolio Shines with 66% Returns Amidst Volatility

AI Value Investment Portfolio Continues 66% Return Streak... A Strategy Standing Out Amidst Volatility

Early morning, June 27, 2026, global financial markets maintained a cautious stance without a clear direction. The domestic stock market also faced strong downward pressure, with the KOSPI plunging 5.81% and falling below the 8400 mark. In contrast, the US market showed relative resilience, with the S&P 500 index falling only 0.05%, while the Nasdaq Composite and Dow Jones Industrial Average closed with slight declines. The Volatility Index (VIX) dropping 2.54% to 18.41 suggests that market participants are anticipating a cautious trend rather than a sharp shock. Amidst this market environment, the 'AI Value Investment Portfolio' continues to deliver robust performance, reaching a total asset value of $16,649.69, an increase of 66.5% from its initial investment of $10,000. Despite having a '0' cash position, the portfolio managed to absorb the day's temporary market correction and maintain its asset size.

Performance Trend: Turning Volatility into Opportunity for Steady Asset Growth

Examining the asset trend over the last five days, the 'AI Value Investment Portfolio' saw an upward movement from $17,741.15 on June 22 to $18,035.38 on June 23, before experiencing gradual adjustments on the 24th and 25th. However, it showed a slight rebound on June 26, rising from $16,248.23 to $16,649.69, demonstrating stable recovery resilience despite the recent market downturn. This attests to strong confidence in the fundamentals of the core stocks within the portfolio and the effective application of strategies that leverage volatility. The current '0' cash position, with all assets fully invested, indicates the portfolio manager's conviction in the market situation.

Holdings Analysis: Balancing Valuation and Growth Potential

The 'AI Value Investment Portfolio' currently maintains a composition primarily focused on technology stocks, with a particular emphasis on companies in the Artificial Intelligence (AI) sector that possess strong growth potential along with reasonable valuations. Although the current prices of some stocks have fallen below their purchase prices due to the broader market correction, their long-term value warrants re-evaluation.

Nvidia (NVDA) is expected to see continuous growth driven by the strong momentum of surging AI chip demand. Its current P/E ratio of 29.9x and PEG ratio of 0.61x indicate an attractive valuation relative to its growth, justifying a steady increase in its weighting. Broadcom (AVGO), while having a high P/E ratio of 62.9x, is relatively reasonably valued at a PEG of 0.69x when considering its growth potential. Micron Technology (MU) shows a significantly undervalued status with a P/E of 27.4x and PEG of 0.31x, making it a stock poised for high returns with a future recovery in the semiconductor market. AMD (AMD) has a high P/E of 178.7x, but its PEG ratio of 1.25x reflects its growth prospects. Amazon (AMZN), with a P/E of 31.7x and PEG of 1.83x, carries some valuation pressure relative to its growth, but possesses additional growth potential through its expansion in cloud and AI services. Meta Platforms (META), while entering a mature stage with a P/E of 19.7x and PEG of 0.81x, adds stability to the portfolio through its consistently strong profitability. Lastly, SOXL, a semiconductor sector leveraged ETF, has experienced high volatility recently, and its current holdings are maintained through portfolio balance adjustments.

Stock	Quantity	Purchase Price (Avg.)	Current Price	P/E	PEG	EPS
Broadcom (AVGO)	5.67 shares	$326.03	$378.91	62.9	0.69	$6.02
AMD (AMD)	7.17 shares	$198.62	$532.57	178.7	1.25	$2.98
Meta Platforms (META)	0.98 shares	$653.56	$542.87	19.7	0.81	$27.52
Amazon (AMZN)	2.06 shares	$208.39	$227.01	31.7	1.83	$7.17
Micron Technology (MU)	0.25 shares	$996.00	$1213.56	27.4	0.31	$44.29
SOXL (Direxion Daily Semiconductor Bu)	17.15 shares	$61.36	$252.61	54.4	1.21	-
Nvidia (NVDA)	25.76 shares	$183.15	$195.74	29.9	0.61	$6.54

Recent Trading Review: A Blend of Opportunity Seizing and Risk Management

The recent trading history clearly illustrates how the 'AI Value Investment Portfolio' responds to market changes and maximizes returns. The additional purchase of Nvidia (NVDA) on June 26 was based on the assessment that its strong growth momentum from surging AI chip demand and its attractive valuation due to a low PEG ratio continue, reaffirming confidence in future growth. As seen in previous transactions, the partial sale of SOXL followed a clear strategy of realizing profits from short-term rallies and maintaining portfolio balance. Notably, the purchase of Micron (MU) on June 5 was an attempt to capture an opportunity of significant undervaluation based on its low PEG ratio. These trades demonstrate the portfolio's commitment to managing returns through fundamental analysis of individual stocks and flexible adaptation to market conditions.

Date	Type	Stock	Quantity	Price	Reason
2026-06-26	Buy	Nvidia (NVDA)	1.28 shares	$195.74	Strong growth momentum from surging AI chip demand and attractive valuation due to a low PEG ratio are highlighted. Significant upside potential exists relative to the current stock price.
2026-06-19	Sell	SOXL	0.90 shares	$279.29	Portfolio balance maintenance and partial realization of short-term gains.
2026-06-05	Buy	Micron Technology (MU)	0.25 shares	$996.00	Extremely low PEG ratio, overwhelming valuation undervaluation.
2026-06-05	Sell	SOXL	0.95 shares	$262.70	Partial profit-taking from short-term surge and portfolio balance adjustment.
2026-04-27	Buy	Nvidia (NVDA)	0.59 shares	$216.61	Aggressive weighting increase considering surging AI chip demand, sustained growth potential, and a low PEG ratio.
2026-04-24	Sell	SOXL	1.00 shares	$128.32	Portfolio balance maintenance following a short-term rise.
2026-04-17	Buy	Nvidia (NVDA)	0.93 shares	$201.68	Strong growth potential due to surging AI chip demand and a low PEG ratio.
2026-04-16	Sell	SOXL	1.05 shares	$88.37	Partial portfolio balance adjustment following recent sharp short-term gains.
2026-04-15	Sell	SOXL	1.10 shares	$85.96	Partial profit realization and portfolio balance maintenance following a sharp short-term surge.
2026-04-13	Sell	SOXL	1.16 shares	$80.56	Partial profit-taking and portfolio balance maintenance as it approached the target price.

Market Outlook: Navigating Caution to Find Opportunities

The current market is experiencing high volatility due to complex factors including interest rates, geopolitical risks, and the valuations of technology stocks. The Won/Dollar exchange rate remains high at over 1535 won, while oil prices are showing a downward trend. However, gold futures prices have risen by 1.80%, reflecting a preference for safe-haven assets. The slight decrease in the US 10-year Treasury yield to 4.372% suggests that expectations for interest rate cuts have not entirely disappeared. In this environment, the 'AI Value Investment Portfolio' is expected to continue investing in growth stocks with attractive valuations and leverage temporary market corrections as opportunities for bottom-fishing. This value investment strategy will likely shine brighter as the advancements in AI technology and subsequent improvements in corporate earnings become more tangible. The portfolio is projected to continue a strategy of cautious opportunity seeking, closely monitoring changes in interest rate policy and corporate earnings announcements.

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