August 4 Investment Report: AI Value Investment Portfolio Up 41.7%
AI Value Investment Portfolio Achieves Robust 41.71% Return Amidst Turbulent Market
August 4, 2026, 4:48 AM (KST) – Amidst a volatile global stock market, the 'AI Value Investment Portfolio' is capturing investor attention with a solid return of 41.71%. While the KOSPI saw a sharp 5.96% decline, signaling a shaky start, the KOSDAQ surged 7.83%, underscoring the strength of technology stocks. The U.S. market also followed a positive, tech-centric trend, with the S&P 500, Nasdaq Composite, and Dow Jones all posting gains of over 1%. However, the won/dollar exchange rate showed some stability alongside a drop in oil prices.
Asset Growth Amidst Volatility, Steadfast Upward Trend
Examining the asset trend over the past five days, the 'AI Value Investment Portfolio' maintained a positive trajectory, reaching $14,170.724 as of August 3rd. Despite a temporary correction in late July, the portfolio quickly recovered, driving a high return of 41.71% against an initial investment capital of $10,000. Notably, it demonstrated resilience against market fluctuations by overcoming a brief downturn on July 29th and 30th, recovering to $13,911.005 by the 31st.
Key Holdings: Balancing Valuation and Growth Potential
The 'AI Value Investment Portfolio' is constructed around companies with high growth potential driven by advancements in AI technology. Nvidia (NVDA) shows a P/E of 30.8x and a PEG of 0.55x, indicating that its valuation is not overly burdensome given its strong growth prospects. Micron Technology (MU) presents a clear value proposition with a P/E of 18.6x and a low PEG of 0.12x, suggesting positive earnings improvement is expected due to rising demand for AI data centers. Advanced Micro Devices (AMD) has a high P/E of 158.7x, but its PEG of 1.12x implies significant room for continued growth. Broadcom (AVGO) demonstrates stable growth with a P/E of 65.0x and a PEG of 0.44x. Amazon (AMZN), while having a somewhat high valuation relative to its growth (P/E 21.8x, PEG 1.46x), continues to pursue growth through expansion in cloud and AI services.
Leveraged products such as ProShares UltraPro QQQ (TQQQ) and Direxion Daily Semiconductor Bull 3X Shares (SOXL) also play a crucial role in the portfolio. SOXL, with a P/E of 19.5x and a PEG of 0.63x, effectively captures the strength of the semiconductor sector and drives high returns. TQQQ is betting on the upward trend of the Nasdaq index with a P/E of 33.1x and a PEG of 1.43x.
| Symbol | Quantity | Purchase Price | Current Price | P/E Ratio | PEG Ratio | EPS |
|---|---|---|---|---|---|---|
| Broadcom (AVGO) | 5.671388696847641 shares | $326.03 | $389.28 | 65.0 | 0.44 | $5.99 |
| Advanced Micro Devices (AMD) | 7.174504254514948 shares | $198.62 | $476.15 | 158.7 | 1.12 | $3.00 |
| Micron Technology (MU) | 0.2506545987639194 shares | $996.00 | $823.03 | 18.6 | 0.12 | $44.28 |
| Nvidia (NVDA) | 25.75548468122103 shares | $183.15 | $200.75 | 30.8 | 0.55 | $6.52 |
| Amazon (AMZN) | 1.954283440629588 shares | $208.39 | $271.58 | 21.8 | 1.46 | $12.44 |
| Meta Platforms (META) | 0.6415517275752814 shares | $653.56 | $556.71 | 21.0 | 0.83 | $26.56 |
| ProShares UltraPro QQQ (TQQQ) | 1.704527060548052 shares | $76.34 | $64.62 | 33.1 | 1.43 | - |
| Direxion Daily Semiconductor Bull 3X Shares (SOXL) | 18.93363220931255 shares | $71.22 | $114.72 | 19.5 | 0.63 | - |
Sector Rotation and Valuation Adjustment, Strategic Moves
Recent trading activity indicates that the 'AI Value Investment Portfolio' is actively adjusting its positions in response to changing market conditions. In late July, investment in SOXL, a leveraged AI semiconductor ETF, was increased based on the undervalued valuation and growth potential of the semiconductor index (SOXX). This shift involved reducing holdings in Meta Platforms (META) and ProShares UltraPro QQQ (TQQQ), which previously had high weightings. Concerns over intensifying competition in advertising revenue and delays in AI monetization have cast doubt on Meta's growth prospects, while the move aims to capitalize on the strong momentum in the semiconductor sector.
Specifically, the purchase of SOXL accompanied by sales of TQQQ and META on July 31st demonstrates a clear strategy to concentrate capital in areas with higher growth potential within the technology sector. Furthermore, some profit-taking from SOXL is interpreted as a move to manage volatility from a rapid surge and rebalance the portfolio's allocation. A similar pattern of SOXL purchases and TQQQ/META sales occurred on July 24th, underscoring a consistent strategy of focused investment in the AI and semiconductor sectors, which are the core of the portfolio.
| Date | Type | Symbol | Quantity | Price | Reason |
|---|---|---|---|---|---|
| 2026-07-31 | Buy | SOXL | 1.566299491314023 shares | $114.72 | Semiconductor (SOXX) PEG of 0.625 is significantly undervalued compared to fair PEG (1.54), offering substantial upside potential through leverage. |
| 2026-07-31 | Sell | TQQQ | 0.3007988930378916 shares | $63.30 | Concentrating capital into AI semiconductor leverage (SOXL) due to superior valuation and growth of semiconductor index (SOXX) compared to underlying index (QQQ). |
| 2026-07-31 | Sell | META | 0.1132150107485791 shares | $539.03 | Rotation into AI/semiconductor sectors with higher growth due to concerns over intensified advertising competition and delayed AI monetization, coupled with a high dividend yield. |
| 2026-07-31 | Sell | SOXL | 0.8683666358999265 shares | $114.72 | Partial profit-taking due to rapid rise in semiconductor sector and portfolio reallocation. |
| 2026-07-24 | Buy | SOXL | 1.071530154713071 shares | $157.50 | High expectation for leveraged returns as underlying asset (SOXX) PEG (0.81) is significantly undervalued against fair PEG (1.56). Continued strength in semiconductor sector. |
| 2026-07-24 | Sell | META | 0.133194130292446 shares | $606.10 | Partial reduction in position due to concerns over intensified competition in the advertising market and delayed AI monetization. Sector rotation into high-growth areas. |
| 2026-07-24 | Sell | TQQQ | 0.8594254086796902 shares | $66.30 | Capital reallocation due to superior valuation and growth of semiconductors (SOXL) compared to Nasdaq. Weakening momentum and sector rotation. |
| 2026-07-17 | Sell | META | 0.04673478255875298 shares | $664.54 | Portfolio risk adjustment due to increased daily volatility and concerns over intensified competition in advertising revenue. |
| 2026-07-10 | Buy | TQQQ | 2.864751362265634 shares | $76.34 | Aggressively capturing further upside in the Nasdaq index amidst continued strength in large-cap technology stocks. |
| 2026-07-10 | Sell | SOXL | 0.8576738191202875 shares | $192.45 | Partial profit-taking after a short-term surge and portfolio volatility adjustment. |
Hidden Opportunities in the Market: Confidence in AI and Semiconductor Sectors
The current market is navigating a complex landscape of macroeconomic uncertainties and geopolitical risks. However, the 'AI Value Investment Portfolio' remains focused on the overarching trend of AI technological advancement, consistently generating performance through meticulous selection of stocks based on valuation and growth potential, and flexible portfolio adjustments. The sustained interest and investment in the semiconductor sector, in particular, can be seen as a strategic bet on the key drivers of the future AI era. While market volatility presents both opportunities and threats, this strategy is expected to manage risks and capitalize on growth opportunities through robust analysis and agile execution.
※ This report analyzes the simulated performance of the AI Value Investment Portfolio and does not constitute investment advice. Actual investments should be made at your own discretion and responsibility.
Curious about detailed portfolio breakdowns?
Subscribe to our newsletter below to receive detailed investment reports daily.
쿠팡 파트너스 활동의 일환으로 일정 수수료를 제공받습니다