Investment Report: AI Portfolio Achieves 52% Returns Amid Volatility

[Market Insight] July 5, 2026: AI Value Portfolio Navigates Volatility, Seizing Opportunities

On July 5, 2026, amid a mixed performance in New York markets, South Korea's KOSPI surged over 5%, capturing market attention. The KOSDAQ saw a slight rise, maintaining a strong positive trend, while the Dow Jones Industrial Average showed robust gains. Conversely, the Nasdaq Composite struggled. The Philadelphia Semiconductor Index's decline of over 5% clearly illustrated sector-specific disparities. Within this complex market environment, the AI Value Investment Portfolio is navigating smoothly, achieving an impressive cumulative return of approximately 52%. The asset size has grown significantly from an initial $10,000 to well over $15,000, sending positive signals to investors.

A Growth Curve Shining Amidst Asset Volatility

Examining the portfolio's asset trend over the last five trading days reveals a steady upward trajectory, despite minor adjustments. On July 3rd, assets stood at $15,207.381, followed by $16,154.717 on July 2nd and $17,372.369 on July 1st. Prior to this, figures were $16,396.177 on June 30th and $15,773.127 on June 29th, demonstrating a consistent upward trend. The brief dip in early July is interpreted as a result of overall market volatility and necessary adjustments to balance certain positions. Nevertheless, the cumulative return of 52.07% validates the strategy's effectiveness even in a challenging market landscape.

Core Holdings Reaffirm Valuation Appeal and Growth Drivers

The core of the current portfolio consists of leading big tech companies at the forefront of AI technology and related semiconductor firms. Broadcom (AVGO), while trading at a P/E of 59.9x, remains attractive given its PEG ratio of 0.69, indicating strong growth potential relative to its valuation. Its substantial EPS of $6.02 underscores the company's solid profitability. Advanced Micro Devices (AMD) trades at a very high P/E of 172.6x, but its PEG ratio of 1.30 suggests that this growth is well-reflected. Micron (MU), with an EPS of $3.00, a P/E of 22.1x, and a remarkable PEG of 0.15, continues to offer significant undervaluation appeal. Its current price of $975.56 is close to its purchase price of $996.00, making it a potential candidate for increased weighting. Nvidia (NVDA) maintains strong growth momentum without valuation concerns, trading at a P/E of 29.8x and a PEG of 0.61. Its EPS of $6.53 highlights its solidified dominance in the AI chip market. Influenced by the slight downturn in the Philadelphia Semiconductor Index, SOXL (Direxion Daily Semiconductor Bull 3X Shares) shows a significant gain from its purchase price. Its P/E of 39.1x and PEG of 0.98 suggest expectations for continued solid growth. Meta (META) maintains a stable valuation with a P/E of 21.2x and a PEG of 0.81, while Amazon (AMZN) at a P/E of 31.6x and PEG of 1.83 requires assessment considering its growth prospects.

Meticulous Rebalancing: Traces of Opportunity Seizing

Recent trading activity underscores the portfolio's refined operational strategy. The partial sale of Amazon (AMZN) and Meta (META) on July 3rd reflects adherence to principles of profit-taking on short-term rallies and portfolio balance adjustments, even amidst positive momentum. The additional purchase of Nvidia (NVDA) on June 26th signals confidence in its strong growth momentum, driven by surging AI chip demand and its low PEG ratio. Notably, the acquisition of Micron (MU) on June 5th was a bold move, capitalizing on its significant undervaluation, as confirmed by its exceptional PEG ratio of 0.15. Furthermore, partial profit-taking in SOXL illustrates efforts to stabilize the portfolio and respond to short-term volatility.

Reading the Market's Hidden Context

While the current market exhibits mixed signals, the fundamentals and valuation metrics of key technology companies continue to send positive signals. A depreciating Korean Won against the US Dollar could boost foreign investor sentiment, and WTI and Brent crude oil prices are showing stable trends. A decline in the Volatility Index (VIX) suggests easing market anxiety, while a slight rise in the 10-year US Treasury yield indicates activity in the bond market. Considering these macroeconomic indicators collectively, the AI Value Investment Portfolio is projected to sustain steady growth, primarily focusing on technology stocks with attractive valuations. However, close monitoring of global economic conditions and interest rate fluctuations remains essential.

Ticker	Quantity	Purchase Price	Current Price	P/E Ratio	PEG Ratio	EPS
Broadcom (AVGO)	5.67 shares	$326.03	$360.45	59.9	0.69	$6.02
AMD (AMD)	7.17 shares	$198.62	$517.82	172.6	1.30	$3.00
Micron (MU)	0.25 shares	$996.00	$975.56	22.1	0.15	$44.19
SOXL (SOXL)	17.15 shares	$61.36	$181.47	39.1	0.98	-
Nvidia (NVDA)	25.76 shares	$183.15	$194.83	29.8	0.61	$6.53
Meta (META)	0.93 shares	$653.56	$582.90	21.2	0.81	$27.51
Amazon (AMZN)	1.95 shares	$208.39	$242.67	31.6	1.83	$7.67

Date	Action	Ticker	Quantity	Price	Reason
2026-07-03	Sell	Amazon (AMZN)	0.10 shares	$242.67	Continued positive momentum; partial profit-taking and portfolio balance adjustment.
2026-07-03	Sell	Meta (META)	0.05 shares	$582.90	Portfolio balance maintenance and partial profit-taking due to short-term rally.
2026-06-26	Buy	Nvidia (NVDA)	1.29 shares	$195.74	Strong growth momentum due to surging AI chip demand and attractive valuation from low PEG ratio; significant upside potential relative to current price.
2026-06-19	Sell	SOXL (SOXL)	0.90 shares	$279.29	Portfolio balance maintenance and partial short-term profit-taking.
2026-06-05	Buy	Micron (MU)	0.25 shares	$996.00	Extremely low PEG ratio, significant valuation undervaluation.
2026-06-05	Sell	SOXL (SOXL)	0.95 shares	$262.70	Partial profit-taking due to short-term rally 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 low PEG ratio.
2026-04-24	Sell	SOXL (SOXL)	1.00 shares	$128.32	Portfolio balance maintenance following short-term rally.
2026-04-17	Buy	Nvidia (NVDA)	0.93 shares	$201.68	Strong growth potential due to surging AI chip demand and low PEG ratio.
2026-04-16	Sell	SOXL (SOXL)	1.05 shares	$88.37	Partial portfolio balance adjustment following recent short-term rally.

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