Amid KOSPI Surge, 'AI Value Investment Portfolio' Report Proves Its Edge with 55% Returns

KOSPI Surges 3%, as 'AI Value Portfolio's 55% Returns Highlight the Gap

On August 13, 2026, the Seoul market brought cheers to investors. The KOSPI's surge of over 3.5% during the session, recovering the 6,800 mark, signals the market's confidence in sustaining the bullish momentum. Amid this broader market trend, the 'AI Value Investment Portfolio,' which uses valuation and growth as its benchmarks, is drawing attention for its steady rise. Achieving a return rate exceeding 55% on initial capital, this portfolio demonstrates that a fundamentals-based approach—rather than blind thematic investing—yields results in a volatile market. The portfolio's total assets currently stand at $15,526, maintaining a stable trajectory.

Harmony of Valuation Edge and Momentum

The asset flow of this portfolio over the last 5 days suggests it is not merely riding the market rally, but is the result of active risk management and sector rotation. On August 7, as volatility within the portfolio widened, selling some leveraged ETFs and TQQQ to realize profits and hoard cash served as crucial dry powder for this recent surge session. Consequently, the asset growth from $15,096 to $15,526 over the past five days shows that concentrated positions in the semiconductor sector—deemed undervalued—maintained their fundamentals and rebounded even as external factors caused adjustments.

Holdings Diagnosis: Prices Aligning with Growth

A closer look at the valuations of the holdings reveals that the strategy is not simply about defending expensive stock prices, but about identifying stocks trading in reasonable ranges relative to their growth speed (EPS Growth).

Ticker	Qty	Avg Buy Price	Current Price	PER
Broadcom (AVGO)	5.67	$326.03	$416.05	69.5
AMD	7.17	$198.62	$482.93	123.5
Micron (MU)	0.25	$996.00	$911.29	20.6
NVIDIA (NVDA)	25.76	$183.15	$224.09	34.4
Amazon (AMZN)	1.95	$208.39	$267.28	21.5
Meta (META)	0.64	$653.56	$578.85	21.8
TQQQ	1.19	$76.34	$74.60	34.0
SOXL	17.99	$71.22	$142.16	50.1

Particularly noteworthy are the PEG indicators of Micron, NVIDIA, and Broadcom. For instance, Micron has a PER of approximately 20.6x, which is low for a tech stock, and a PEG of 0.13 indicates the stock is absurdly undervalued relative to its growth. Conversely, AMD maintains a PEG of around 1.01 despite its high PER, suggesting current price levels are based on earnings growth rather than a bubble. This implies the portfolio does not stubbornly chase 'low PER stocks' but selects companies offering 'Growth at a Reasonable Price' based on PEG. Meanwhile, Meta was recently sold to execute a sector rotation into other AI semiconductor stocks due to concerns over intensifying ad revenue competition and delayed AI monetization; the fact that its current price has adjusted below the buy price supports the validity of that risk management decision.

Interpretation of Strategic Trading: Effective Use of 'Leverage'

Trading history over the past week reveals the portfolio manager's aggressive yet sharp sense. The consecutive buying of SOXL (Semiconductor Leveraged ETF) since late July resulted from identifying that the semiconductor index (SOXX) PEG was significantly undervalued compared to its fair PEG. Conversely, reallocating funds from TQQQ to SOXL reflected confidence in the semiconductor sector's valuation superiority and growth potential relative to the broader Nasdaq.

Date	Type	Symbol	Qty	Price
2026-08-07	Sell	SOXL	0.95	$132.33
2026-08-07	Sell	TQQQ	0.51	$72.03
2026-07-31	Buy	SOXL	1.57	$114.72
2026-07-31	Sell	TQQQ	0.30	$63.30
2026-07-31	Sell	META	0.11	$539.03
2026-07-24	Buy	SOXL	1.07	$157.50

The sales on August 7 were conducted for daily volatility management and profit realization, but this appears to be a position adjustment aimed at securing a more attractive entry opportunity rather than simple loss prevention. The fact that SOXL's current price ($142.16) is higher than the late-July average buy price shows that the leveraged ETF bet secured defensiveness through valuation analysis. On the day, the Dow Jones fell slightly while Nasdaq100 futures and the Philadelphia Semiconductor Index rose 1.27% and 2.15% respectively, marking a clear semiconductor skew. This market situation confirmed that the portfolio's sector concentration strategy was the correct call.

Outlook: Tightrope Walk Between Interest Rates and Momentum

The slight decline in the U.S. 10-year Treasury yield to 4.645% suggests that the burden of high interest rates is easing somewhat, which is a positive signal for growth stocks and the semiconductor sector. The VIX index rose somewhat to 14.74, but this is not a fear level; rather, it can be interpreted as healthy volatility. The falling U.S. 10-year yield and the strength of the semiconductor index support further upside potential for the portfolio's core positions in NVIDIA, Broadcom, and SOXL. Additionally, the Won/Dollar exchange rate rising to 1,418.6 Won indicates a strengthening dollar trend, which is expected to act as another favorable factor for export majors.

In conclusion, this portfolio maintains a strict standard: it bets on the hyper-growth of AI semiconductors but ruthlessly cuts stocks lacking fundamental support. Today's market rise is more than just news that an index went up. It is a victory for the investor who finds value in the gap between valuation and growth.

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