July 15 Investment Report: AI Value Portfolio +54.9%

AI Value Portfolio: Solid Returns Amidst Market Volatility

On July 15, 2026, as the KOSPI broke through the 7,000 mark to record a historic surge, global equity markets are radiating intense heat, fueled by expectations for U.S. Federal Reserve monetary policy and strong momentum in the semiconductor industry. In this turbulent market environment, the AI Value Portfolio, which seeks a balance between valuation and growth, is charting a steady upward trajectory with a cumulative return of 54.89% and total assets of $15,489 since its inception. While the day's rise in KOSDAQ and NASDAQ prompted a re-evaluation of semiconductor and tech-related stocks within the portfolio, this strategy captures 'value' based on rigorous numerical analysis rather than simply following trends.

At the Intersection of Growth and Value: A 54% Return Record

The portfolio's asset flow over the past 5 days demonstrates that it is not merely tracking the market. Assets grew steadily from the 8th to the 10th, peaking at $16,408, before adjusting to $15,489 on the 14th. This result stems from strategic moves to realize partial profits and rebalance portfolio balance during a period of expanding market volatility. Despite a divergence in the rise of the KOSPI and NASDAQ, the portfolio achieved performance exceeding market returns through focused investment on the semiconductor value chain and appropriate rebalancing.

Key Holdings Diagnosis: Hidden Value Revealed by PEG Ratios

The process for selecting holdings involved finding 'true undervaluation' by considering earnings growth rates through the PEG (Price/Earnings-to-Growth) indicator, rather than simply looking at outwardly high PER (Price/Earnings Ratio). An analysis of major traded stocks is as follows.

Ticker	Qty	Purchase Price	Current Price	PER
NVIDIA (NVDA)	25.76	$183.15	$203.53	31.1
AMD (AMD)	7.17	$198.62	$534.39	178.7
Micron (MU)	0.25	$996.00	$937.00	22.1
Broadcom (AVGO)	5.67	$326.03	$384.05	64.1
Meta (META)	0.93	$653.56	$656.73	23.9
Amazon (AMZN)	1.95	$208.39	$247.31	29.6

In particular, Micron Technology (MU) shows a very low PEG ratio of just 0.14 against a PER of approximately 22.1, indicating that the current stock price is absurdly undervalued relative to its growth potential. In contrast, AMD, which records a high PER, suggests that growth potential—driven by the surge in AI chip demand—has not yet been fully reflected in the stock price, or conversely, that excessive expectations may be priced in, given its PEG ratio of 1.34. NVIDIA and Broadcom also show high PERs, but with PEG indicators at or below 1.0, they remain in attractive valuation ranges when growth speed is taken into account.

The Pulse of Strategic Trading: The Aesthetics of Momentum and Rebalancing

Recent transaction history proves that this portfolio is operated elastically, moving beyond simple buying and selling to match the rhythm of the market. On July 10, as the strong trend centered on tech large-caps continued, TQQQ, a leveraged ETF based on the NASDAQ 100, was aggressively bought to capture upward momentum. Conversely, the decision to sell part of SOXL (Semiconductor Leveraged ETF) on the same day to realize profits from the rapid surge is noteworthy.

Date	Type	Symbol	Qty	Price	Reason
2026-07-10	Buy	TQQQ	2.86	$76.34	Continuation of tech large-cap strength, capturing NASDAQ index-based rise
2026-07-10	Sell	SOXL	0.86	$192.45	Profit realization after short-term surge and volatility adjustment
2026-07-03	Sell	AMZN	0.10	$242.67	Portfolio balance adjustment and partial profit realization
2026-06-26	Buy	NVDA	1.29	$195.74	Surge in AI chip demand, valuation appeal due to low PEG ratio
2026-06-05	Buy	MU	0.25	$996.00	Very low PEG ratio, overwhelming valuation undervaluation

Last month, the portfolio aggressively increased its weighting in Micron and NVIDIA, citing low PEG ratios and AI growth momentum respectively, while demonstrating wise 'pair trading' by gradually reducing the weight of SOXL whenever it surged short-term. This is the result of meticulous risk management to protect the portfolio from short-term volatility while maintaining a strong industry outlook for the semiconductor sector.

Market Outlook: Valuation Compass Finding a Path in the Fog

Currently, the market shows a clear tech-centric strength, with NASDAQ 100 futures surging 1.56%. The Philadelphia Semiconductor Index also rose 2.54%, reflecting aggressive investment sentiment. However, the fact that the Volatility Index (VIX) has lowered to 16.5 suggests the market may be entering an overheating phase. During such times, valuation indicators like PER and PEG serve as important compasses. This portfolio maintains a strategy centered on companies backed by growth potential (low PEG) despite high PERs, aiming to harvest corporate 'value' appreciation rather than being swayed by market 'price' volatility. Moving forward, as a re-evaluation of valuations is expected due to global interest rates and exchange rate fluctuations, an operation centering on stocks with solid earnings momentum and undervalued value is likely to remain effective.

※ This report analyzes the simulated operation history of the AI Value Portfolio and does not constitute investment advice. Actual investments should be made at your own discretion and responsibility.