KOSPI 7000 Era: Investment Report Shows AI Value Portfolio Achieves 58% Return

KOSPI 7000 Marks... AI Value Portfolio Settles at 58% Return Amidst 'K-Premium' Surge and Broad Market Rally

Just earlier this month, the Korean stock market, which was traversing a sluggish phase, is now recording explosive gains, chanting about 'breaking out of the box range.' On July 23, 2026, the KOSPI soared to the 7096.89 line intraday, showing a 4.40% surge, while the KOSDAQ also recorded a rise of over 5%, maximizing investor sentiment. As the won/dollar exchange rate fell to the mid-1,400 won range, raising expectations for foreign capital inflows, the 'AI Value Investment Portfolio' achieved a solid return of 58.07% against initial capital in tandem with this global momentum, currently maintaining total assets of $15,806.

Examining the asset flow over the last 5 days reveals a clever interplay between the portfolio's defensive nature and aggressive profit-taking strategy. After cashing out on the 17th, the portfolio moved sideways regardless of the index until the 22nd, then rebounded on the 23rd to recover over $1,600 in value. This suggests it is not merely a passive strategy riding the market winds. Even as the U.S. 10-year Treasury yield surpassed 4.7% and the Volatility Index (VIX) surged 14% to 18.97, sounding 'Risk-Off' alarms, this portfolio maintained upward momentum by controlling downside risk based on valuation grounds.

Holding Diagnosis: "Harmony Between Aggressive Growth and Value Appeal"

Analyzing the valuation of current holdings reveals a management philosophy aiming to capture both undervaluation and high growth. For Nvidia (NVDA) and AMD, while price movements relative to EPS may differ, they have not lost their allure in indicators suggesting long-term growth potential. In particular, Nvidia's PER of 32.5 and PEG of 0.57 remain sufficient to meet market expectations. On the other hand, Micron (MU), with a relatively cheap PER of 21.7 and an overwhelmingly low PEG of 0.14 relative to growth, is cited as the stock with the highest expected future return. Broadcom (AVGO) also records a high PER of 66.2, but its PEG of 0.43 confirms the market's trust that it holds commensurate value. Meanwhile, SOXL, which has a strong thematic ETF character, shows a relatively moderate valuation at a PER of 27.4, serving to absorb volatility.

Ticker	Qty	Avg Price	Current Price	PER
AVGO (Broadcom)	5.67	$326.03	$396.81	66.2
AMD	7.17	$198.62	$552.33	185.3
MU (Micron)	0.25	$996.00	$959.48	21.7
NVDA (Nvidia)	25.76	$183.15	$212.06	32.5
AMZN (Amazon)	1.95	$208.39	$244.85	29.3
SOXL	16.30	$61.36	$160.99	27.4
TQQQ	2.86	$76.34	$70.28	36.0
META	0.89	$653.56	$627.17	23.4

Strategic Trading Review: "Portfolio Rebalancing in Response to Sharp Rises"

Trading records over the past week demonstrate the operator's cool-headed response to expanding market volatility. The recent decision on the 17th to partially sell Meta (META) was part of portfolio risk management that went beyond simple profit-taking. Considering the environment of widening daily volatility and intense competition for ad retention, a portion of the highest-returning assets was cashed out to bolster total capital defense. This flow aligns with the logic emphasized earlier on the 3rd when Amazon (AMZN) and Meta were sold to "maintain portfolio balance." Conversely, the purchase of TQQQ to capture the Nasdaq index-based rally while maintaining aggression serves as an example of proper timing between defense and offense. In particular, the continuous expansion of weighting in key stocks like Nvidia throughout April and June demonstrated a will not to miss the structural momentum of surging AI chip demand.

Date	Type	Ticker	Qty	Price
2026-07-17	Sell	META	0.05	$664.54
2026-07-10	Buy	TQQQ	2.86	$76.34
2026-07-10	Sell	SOXL	0.86	$192.45
2026-07-03	Sell	AMZN	0.10	$242.67
2026-07-03	Sell	META	0.05	$582.90
2026-06-26	Buy	NVDA	1.29	$195.74
2026-06-19	Sell	SOXL	0.90	$279.29
2026-06-05	Buy	MU	0.25	$996.00

Market Outlook: Sharpening the 'Valuation' Sword Amidst Volatility at Highs

Currently, the market shows a significant 'Delta' movement, with the Korean market showing strength while Nasdaq 100 and S&P 500 futures undergo correction. However, fears of rising interest rates and the surge in VIX could act as a volatility bomb at any moment. In such times, the return defense capability shown by the 'AI Value Investment Portfolio' and its stock selection prowess based on valuation indicators remain valid. Selling off overheated tech stocks and reallocating weight to value stocks like Micron (MU), which remains in the undervalued range, is expected to serve as solid fertilizer for the next upward rally.

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