AI Value Investment Portfolio Records 52.95% Return, Defending Highs in Investment Report

[Daily Market Insight] AI Semiconductors Draw Upward Curve Without Valuation 'Parachute'

Global financial markets are regaining momentum driven by the 'AI Momentum' led by U.S. semiconductors. On the 9th, the Nasdaq and the Philadelphia Semiconductor Index (SOX) surged by over 1.3% and 2.5%, respectively, during the session, fully entering a bullish phase. Conversely, the domestic stock market closed in a weak flat line for both KOSPI and KOSDAQ due to the recovery of the Won's value and valuation concerns regarding tech stocks, creating a stark contrast. In this polarized market, the 'AI Value Investment Portfolio,' which concentrated investments on semiconductor 'strong players' led by Nvidia, is recording notable performance. The portfolio led a 52.95% rise against initial investment, succeeding in preserving assets by managing volatility near the highs.

Performance Flow: Targeting Highs, Blocking Risks at Lows

The portfolio's asset flow over the last 5 days is not merely a one-sided ascent, but the product of sophisticated risk management. After reallocating surplus funds, including some leveraged index ETFs, between the 3rd and 4th to prepare for market volatility, the portfolio hit a high of $15,470 on the 5th, catching the explosive rebound of the semiconductor sector. Although the upward momentum of the semiconductor sector has cooled somewhat recently, adjusting assets to $15,295 as of the 7th, this demonstrates that strategies for profit-taking and portfolio rebalancing are functioning stably within a bull market.

Holdings Diagnosis: Coexistence of 'Explosive Growth' and 'Solid Fundamentals'

Semiconductor companies dominate the core positions of this portfolio. In particular, Nvidia (Current Price $218.99, PER 33.5) and Broadcom (Current Price $420.56) serve as the dual axes driving market AI investment sentiment. While both stocks have somewhat elevated current PER figures, based on the PEG ratio—which reflects the relationship between profitability and stock price—they are at levels that sufficiently account for future growth. Micron (Current Price $881.47) showcases overwhelming valuation appeal with a PER of 19.9 and a PEG of 0.13, maintaining its essence as a 'value stock.' AMD, despite a high PER, maintains a PEG of 1.13, signaling an earnings turnaround driven by the expansion of the AI server market. Meanwhile, Meta and Amazon are serving as sturdy 'safety valves' for the portfolio, leveraging the solid EPS characteristic of mega-cap tech stocks.

Recent Trade Review: 'Sector Rotation' for Semiconductor Dominance

The portfolio manager's recent trading patterns demonstrate consistency in 'selection and concentration.' Notably, between late July and early August, funds were reallocated by reducing the weight of TQQQ, which tracks the broader Nasdaq, and rotating it into SOXL, which is specialized in the semiconductor sector. This was a strategic decision based on valuation analysis showing that the PEG metric of the SOXX (Semiconductor Index) is significantly undervalued compared to the Nasdaq, rather than a simple bet. Additionally, on August 7th, the manager sold portions of SOXL and TQQQ to clearly execute 'daily volatility management' and 'profit-taking.' This is interpreted as an effort to optimize returns while controlling risk, guarding against extreme overheating even amidst the AI fervor.

Market Outlook: Sustainability of 'Goldilocks' Momentum

The stabilization of the U.S. 10-year Treasury yield in the late 4.6% range and the drop in the VIX fear index below 15 are positive signals indicating global liquidity remains healthy. While the 3% surge in gold prices suggests a coexistence of defensive asset preference, the current market leadership is clearly concentrated on AI and semiconductors. Given the valuation soundness (PEG-based) of the portfolio's core holdings, the 'season of AI semiconductors' is expected to continue for the time being. However, as valuation burdens may arise in certain segments due to short-term surges, a strategy managing risk by appropriately mixing 'leading stocks (Pic)' and 'market indices (Index),' like this portfolio, appears to be valid.

Major Holdings Status

Ticker	Quantity	Avg. Buy Price	Current Price	PER
AVGO (Broadcom)	5.67	$326.03	$420.56	70.0
AMD	7.17	$198.62	$489.28	123.6
MU (Micron)	0.25	$996.00	$881.47	19.9
NVDA (Nvidia)	25.76	$183.15	$218.99	33.5
AMZN (Amazon)	1.95	$208.39	$272.26	21.9
META	0.64	$653.56	$589.90	22.2
TQQQ	1.19	$76.34	$72.03	32.8
SOXL	17.99	$71.22	$132.33	46.6

Recent Trading History

Date	Type	Symbol	Qty	Price	Reason
2026-08-07	Sell	SOXL	0.95	$132.33	Daily volatility management & profit-taking, risk adjustment
2026-08-07	Sell	TQQQ	0.51	$72.03	Semiconductor valuation advantage, fund reallocation
2026-07-31	Buy	SOXL	1.57	$114.72	Undervalued semiconductor index, leverage upside potential
2026-07-31	Sell	META	0.11	$539.03	Concerns over AI monetization delay, rotation to AI/semiconductor sector
2026-07-24	Buy	SOXL	1.07	$157.50	Maximizing leverage returns based on undervaluation

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