[Market Insight] 'AI Value Investment Portfolio' Navigates Strong Market Headwinds with 73% Return

[July 2, 2026, 08:53 AM KST] This morning, the domestic stock market is showing an unsettling decline, stirring anxiety among investors. The KOSPI plummeted by 7.89% and the KOSDAQ by 6.74%, marking the beginning of July. Notably, the KOSPI 200 index experienced a drop of over 10%, indicating widespread panic selling across the market. Amidst these strong market headwinds, the 'AI Value Investment Portfolio' has demonstrated remarkable resilience, recording an impressive 73% return over the past three months. An initial capital of $10,000 has grown to well over $17,000, proving its differentiated performance in a rapidly changing market environment.

Assets Continue Solid Growth Trajectory

Over the last five trading days, the assets within the 'AI Value Investment Portfolio' have traced a consistent upward curve. Starting at approximately $16.24 million on June 25th, the assets briefly saw a correction to $15.77 million on June 29th after reaching $16.64 million on June 26th. However, it rebounded strongly to $16.39 million on June 30th, and impressively soared to $17.37 million on July 1st. This suggests that despite short-term market volatility, the fundamental growth potential of the portfolio's core holdings is outweighing market anxieties.

Core Holdings: A Blend of Valuation Appeal and Growth Drivers

Currently, the 'AI Value Investment Portfolio' is concentrating its investments in leading AI technology and semiconductor companies, even amidst a highly volatile market. At the heart of the portfolio is NVIDIA (NVIDIA Corporation). The surge in AI chip demand, its continuous growth potential, and a low PEG ratio (0.59) are key elements supporting NVIDIA's strong growth momentum. The current price of $200.09 is higher than its purchase prices in April ($216.61, $201.68), but it still presents attractive valuation appeal.

Micron Technology (Micron) also warrants attention. Its exceptionally low PEG ratio (0.17) indicates significant undervaluation, and the current price of $1154.29 represents a substantial increase from its purchase price of $996.00. Broadcom (Broadcom), though its PER of 62.9 appears somewhat high, maintains an attractive valuation relative to its solid earnings growth, as evidenced by its low PEG ratio of 0.66. The current price is $377.75, higher than its purchase price of $326.03.

Meta Platforms (Meta), despite being in a mature phase with a PER of 20.5 and PEG of 0.80, demonstrates stable value supported by its robust earnings growth rate. Amazon (Amazon.com, Inc.) has a high growth potential with a PER of 31.7 and PEG of 1.83, but its valuation feels relatively stretched. Advanced Micro Devices (AMD) faces valuation pressure relative to its growth, with a high PER of 192.4 and PEG of 1.25, yet its strong competitiveness in the AI market remains noteworthy. The current price of $580.91 represents a significant increase from its purchase price of $198.62.

Additionally, the portfolio holds SOXL (Direxion Daily Semiconductor Bu), a leveraged product designed to capitalize on semiconductor sector volatility. While its PER of 57.4 and PEG of 1.07 suggest high volatility, active trading has been employed to realize some profits and rebalance the portfolio.

Recent Trades: Seizing Opportunities and Managing Risk

Reviewing recent trades reveals that the 'AI Value Investment Portfolio' follows clear principles in its trading strategy. On June 26th, 1.28 shares of NVIDIA were purchased, driven by its strong growth momentum from soaring AI chip demand and its low PEG ratio (0.59). This was an aggressive increase in position size, based on the judgment that significant upside potential existed relative to the current stock price.

Conversely, SOXL has also seen consistent partial profit-taking and portfolio rebalancing. 0.90 shares were sold on June 19th, and another 0.95 shares were sold on June 5th. These moves represent proactive risk management through profit realization from short-term surges and position management within the portfolio. Several partial sales of SOXL also occurred in April, indicating a strategic choice considering the volatile nature of leveraged products.

On June 5th, 0.25 shares of Micron Technology (Micron) were purchased, capitalizing on its exceptionally low PEG ratio (0.17) and overwhelming valuation discount.

Market Volatility: A Potential Opportunity

The global financial markets are currently experiencing high volatility due to various factors. The sharp decline in the Korean market amplifies this anxiety, while the US market remains in a wait-and-see mode without a clear direction. The 6% drop in the Philadelphia Semiconductor Index reflects a decline in investor sentiment across the sector. However, even in this environment, the 'AI Value Investment Portfolio' focuses on the fundamental growth of AI technology and the intrinsic value of key companies, demonstrating the potential to leverage temporary market downturns as opportunities for long-term, low-cost accumulation.

The slight upward trend in cryptocurrencies like Bitcoin and Ethereum, along with the rise in US 10-year Treasury yields, reflects the complex market currents. While future market direction may vary based on macroeconomic indicators, corporate earnings announcements, and geopolitical risks, the 'AI Value Investment Portfolio' is expected to navigate this period wisely, driven by its ability to select stocks that combine valuation appeal with growth potential.

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