AI Value Investment Portfolio: The Secret to a 50% Return in a Volatile Market

[NEW YORK] On the afternoon of August 11, 2026, amidst mixed trading on the New York Stock Exchange, the 'AI Value Investment Portfolio' has captured significant attention by achieving an impressive return of over 50%. Unlike the domestic market where the KOSPI and KOSDAQ saw gains, major U.S. indices exhibited a mixed performance. The S&P 500 and Nasdaq Composite edged up slightly, while the Dow Jones declined, indicating a lack of clear direction. Despite this volatility, the portfolio has maintained a robust growth trend.

Stable Performance Trend, Achieving 50% Return

Examining the asset trend over the past five days, the 'AI Value Investment Portfolio' showed stable fluctuations around the $15,000 mark, ultimately closing at $15,096.98. This represents a remarkable return of 50.97% compared to the initial capital of $10,000. While there were minor dips in the last few days, these are interpreted as natural adjustments to the overall market volatility. The portfolio maintains a cash position of $162.108, closely monitoring market conditions.

Analysis of Key Holdings: Balancing Valuation and Growth

The success of this portfolio is attributed to stock selection based on rigorous valuation and growth potential. AI and semiconductor-related companies form the core of the portfolio.

Major Holdings

Stock	Quantity	Purchase Price	Current Price	P/E Ratio
Broadcom (AVGO)	5.67 shares	$326.03	$422.40	70.4
AMD (AMD)	7.17 shares	$198.62	$469.56	123.6
Micron (MU)	0.25 shares	$996.00	$861.00	19.8
Nvidia (NVDA)	25.75 shares	$183.15	$217.55	33.3
Amazon (AMZN)	1.95 shares	$208.39	$278.09	22.4
Meta (META)	0.64 shares	$653.56	$594.92	22.3
TQQQ (ProShares UltraPro QQQ)	1.19 shares	$76.34	$73.80	33.6
SOXL (Direxion Daily Semiconductor Bu)	17.98 shares	$71.22	$130.00	45.8

The core of this portfolio lies in evaluating companies' intrinsic value using valuation metrics, particularly P/E and PEG ratios. For instance, Micron (MU) shows a relatively lower valuation compared to other semiconductor companies with a P/E of 19.8x, and a very low PEG ratio (0.13) suggests a modest valuation relative to its growth prospects. Nvidia (NVDA), while having a high P/E of 33.3x, is still considered an attractive investment given its consistent earnings growth, reflected in its PEG ratio of 0.60.

The leveraged product SOXL is currently trading at $130.00, a significant increase from its purchase price of $71.22, driving the portfolio's returns. This is attributed to the overall strength in the semiconductor sector and the emergence of undervaluation in this segment. Stocks like AMD, with a high P/E of 123.6x, can be interpreted as reflecting high growth potential. Amazon (AMZN) and Meta (META) exhibit relatively stable valuations for tech stocks at P/E ratios of 22.4x and 22.3x respectively. However, Meta's current price decline may reflect concerns about intensified competition in advertising revenue.

Recent Trades: Strategic Fund Reallocation

Recent trading activity demonstrates the portfolio's flexible operational strategy. The sale of some SOXL and TQQQ holdings on August 7th is interpreted as a measure for volatility management. Specifically, reallocating funds from TQQQ to SOXL and individual semiconductor stocks suggests an intention to capitalize on the relative undervaluation of the semiconductor sector over the broader Nasdaq index.

In late July trades, the decision was made to increase investment in SOXL based on the assessment that the semiconductor sector (SOXX) was significantly undervalued relative to its forward PEG. This strategy aimed to maximize additional upside potential through leverage. The partial sale of Meta was a move to rotate funds towards higher-growth AI/semiconductor sectors amidst concerns about intensified competition in advertising revenue and delays in AI monetization.

Recent Trading History

Date	Type	Stock	Quantity	Price	Reason
2026-08-07	Sell	SOXL	0.94 shares	$132.33	Daily volatility management and partial profit-taking, risk adjustment within the portfolio.
2026-08-07	Sell	TQQQ	0.51 shares	$72.03	Valuation advantage of semiconductors over Nasdaq; reallocating funds to more attractive SOXL and individual semiconductor stocks.
2026-07-31	Buy	SOXL	1.56 shares	$114.72	Semiconductor sector (SOXX) PEG at 0.625 is significantly undervalued compared to forward PEG (1.54), indicating substantial upside potential through leverage.
2026-07-31	Sell	TQQQ	0.30 shares	$63.30	Due to significant undervaluation and superior growth of the semiconductor index (SOXX) compared to the underlying index (QQQ), concentrating funds into AI semiconductor leverage (SOXL).
2026-07-31	Sell	META	0.11 shares	$539.03	Rotation to higher-growth AI/semiconductor sectors due to concerns about intensified advertising revenue competition and AI monetization delays, and its high dividend yield.
2026-07-31	Sell	SOXL	0.86 shares	$114.72	Realizing partial gains from the sharp rise in the semiconductor sector and rebalancing the portfolio.
2026-07-24	Buy	SOXL	1.07 shares	$157.50	Significant undervaluation of the underlying asset (SOXX) PEG (0.81) compared to forward PEG (1.46), expecting maximized leveraged returns. Continued strength in the semiconductor sector.
2026-07-24	Sell	META	0.13 shares	$606.10	Reducing exposure due to concerns about intensified competition in the advertising market and delays in AI monetization. Sector rotation to high-growth sectors.
2026-07-24	Sell	TQQQ	0.85 shares	$66.30	Reallocating funds due to the superior valuation and growth of semiconductors (SOXL) compared to Nasdaq. Weakening momentum and sector rotation.
2026-07-17	Sell	META	0.04 shares	$664.54	Portfolio risk adjustment due to widening daily volatility and concerns about intensified competition in advertising.

Market Outlook: Seizing Opportunities Amidst Volatility

The current market environment is largely uneventful, with U.S. 10-year Treasury yields stabilizing around 4.68% and oil prices holding steady above $80. The Volatility Index (VIX) also shows stability around 15. The cryptocurrency market has seen a decline in both Bitcoin and Ethereum, indicating somewhat subdued investor sentiment.

In this market landscape, the 'AI Value Investment Portfolio' is focusing on the strong growth potential of the AI and semiconductor sectors, employing a strategy that actively leverages valuation attractiveness. While holding leveraged products like SOXL inherently involves high volatility, further portfolio adjustments may be necessary depending on future market direction. However, the performance to date suggests that a combination of rigorous valuation analysis and insightful market trend recognition can generate substantial returns even in challenging market conditions. Attention will continue to be drawn to the movements of this portfolio.

※ This report analyzes the simulated trading performance of the AI Value Investment Portfolio and does not constitute investment advice. Actual investments should be made at the investor's own discretion and responsibility.