AI Portfolio Achieves Astonishing 60% Returns

July 3, 2026: Balancing Market Trends with the 'AI Value Investment Portfolio'

This morning, July 3rd, the domestic stock market navigated a mixed trading session, reminiscent of walking through a dense fog in the early hours. While the KOSPI surged over 5% to break the 8000-point mark, demonstrating a strong upward trend, the KOSDAQ saw only a minor rebound, exhibiting relative weakness. The mood on Wall Street also presented a mixed picture. The Dow Jones Industrial Average closed higher despite weakness in tech stocks, while the tech-heavy Nasdaq Composite fell, adding to investor complexity. Amidst this volatility, the 'AI Value Investment Portfolio' showcased remarkable resilience, defying market trends by recording an astonishing return of approximately 61.55% as of July 2nd.

Asset Rollercoaster Charts Upward Trajectory with Positive Momentum

Observing the portfolio's asset trends over the past five trading days reveals a prominent positive momentum despite its rollercoaster-like volatility. Starting at approximately $16.65 million on June 26th, the assets dipped slightly to $15.77 million on June 29th, only to surge sharply to $16.39 million on June 30th and $17.37 million on July 1st. This indicates a sustained positive momentum, trending upwards overall, even after a brief pause at $16,154.717 on July 2nd. The sharp rise on July 1st is interpreted as a reflection of strong performance in key portfolio holdings or positive market sentiment overall. This asset growth, achieved with near-zero cash holdings, proves the effectiveness of an aggressive investment strategy.

Key Holdings: A Blend of Valuation Appeal and Growth Potential

Currently, the 'AI Value Investment Portfolio' is delivering high returns driven by major tech stocks, with the valuation metrics for each stock consistently maintaining an attractive level. For instance, NVIDIA, despite its high P/E ratio, presents compelling growth-based valuation appeal with a PEG ratio of 0.61, making it a strong investment point considering the surge in AI chip demand and its continuous growth potential. AMD's P/E ratio stands high at 182.1, but its PEG ratio of 1.30 is considered manageable when factoring in its growth prospects. Micron Technology (MU) has a P/E ratio of only 23.3, but its PEG ratio of 0.15 demonstrates overwhelmingly undervalued potential, which is highly noteworthy.

Conversely, Broadcom (AVGO) reflects its growth with a P/E of 61.4 and PEG of 0.69. Amazon (AMZN) appears to have a slightly higher valuation burden relative to its growth, with a P/E of 31.6 and PEG of 1.83. Meta Platforms (META) maintains a solid valuation with a P/E of 22.3 and PEG of 0.81. Notably, while the Philadelphia Semiconductor Index (SOXL) fell over 5%, SOXL's current price ($217.55) and P/E ($46.8) within this portfolio show significant volatility compared to past trading points, indicating the characteristics of leveraged ETFs and a strengthening trend of individual stock performance.

Recent Trades Reviewed: Strategic Position Adjustments and Opportunity Seizing

A review of recent trading activities reveals that this portfolio has executed strategic trades strictly based on valuation and growth potential. The additional purchase of NVIDIA on June 26th is interpreted as an intention to capture strong growth momentum driven by surging AI chip demand and its low PEG ratio. In contrast, the partial sale of SOXL on June 19th was for short-term profit realization and portfolio rebalancing. The purchase of Micron Technology (MU) on June 5th was a move aimed at capitalizing on overwhelming valuation undervaluation, with a focus on its very low PEG ratio.

The repeated partial profit-taking from SOXL and portfolio rebalancing in previous transactions demonstrate a cautious approach to high-volatility leveraged products and an emphasis on flexible responses to market conditions. The consistent buying of NVIDIA is also understood as an aggressive strategy to increase weight, considering the long-term growth of the AI market and the company's unique position.

Market Outlook: Continuous Stock Selection Amidst Volatility

The current market is exploring directionality amidst mixed signals from key indicators. The downward trend in the won-dollar exchange rate indicates stabilization in the foreign exchange market, which is a positive sign, but the rise in U.S. 10-year Treasury yields could put pressure on investor sentiment. Oil prices remain stable without significant fluctuations, and the rise in gold futures prices suggests some degree of safe-haven asset preference. The cryptocurrency market, including Bitcoin and Ethereum, has seen slight gains, reflecting interest in risk assets.

From a macroeconomic perspective, the market is expected to react sensitively to complex factors such as interest rates, exchange rates, and oil prices. The decline in the Nasdaq Composite, centered on tech stocks, and the significant drop in the Philadelphia Semiconductor Index raise caution towards specific sectors, but conversely, they also present opportunities in undervalued, high-quality tech stocks. The successful performance of the 'AI Value Investment Portfolio' is ultimately based on its excellent valuation analysis capabilities and its foresight in reading long-term market trends. While market volatility may continue, the portfolio's strategy is expected to offer valuable insights at a time when discerning quality stocks becomes increasingly important.

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