AI Value Investment Report Finds Name in Growth, Achieving 45% Returns

[Daily Market Insight] 'Value in the Name of Growth'… AI Value Portfolio, Driving Force Behind 45% Returns

Amidst diverging global stock sentiments, the 'AI Value Portfolio' is steadily expanding its gains. During the third week of August, as the KOSPI and KOSDAQ rebounded by 0.68% and 1.70% respectively, U.S. stocks saw a clash between concerns over a tech correction in the Nasdaq and defensive flows in the Dow Jones. Despite this market volatility, the portfolio recorded a return of 45.13% against initial capital, validating the justification for concentrated investment in 'undervalued growth stocks.' The stabilization of the won/dollar exchange rate and the easing of U.S. 10-year Treasury yields to the 4.7% level are serving as positive factors, alleviating the burden on growth stocks with high valuations (PER).

Performance Trend: Asset Trajectory Turning Volatility into Opportunity

The asset flow of the portfolio over the last 5 days demonstrates a textbook example of 'sophisticated risk management.' After total assets peaked at $15,750 on August 18, partial profit-taking occurred on the 19th ($14,944) and the 21st ($14,550). This is interpreted as the result of a strategic emphasis on actively adjusting weights according to market flows, rather than simply buying and holding. The current adjusted scale of $14,513 can be seen as a process of consolidating a healthy portfolio structure while cooling off the rapid momentum.

Holding Diagnosis: The Duality of Value Revealed by PER and PEG

Looking closer at the valuations of the holdings, it is evident that they touch upon the realm of 'value' beyond simple 'growth.' The leaders, Nvidia (NVDA) and Broadcom (AVGO), are recording high PERs (Price-to-Earnings ratios) that concern the market, but their PEG ratios, which consider growth, are a mere 0.59 and 0.41 respectively, remaining in attractive undervalued territory. In particular, Broadcom is enjoying significant valuation gains with the current price at $368 against a purchase price of $326, fueled by all-around AI demand expansion.

Conversely, Intel (INTC) is a unique holding that is being retained despite recording negative EPS (Earnings Per Share). This is a result of focusing on expectations for AI supply chain recovery and a low PEG ratio rather than current performance, showing a glimpse of contrarian investment targeting value gaps within the ultra-growth sector. Amazon (AMZN) and Meta (META) are maintaining stable PERs in the early 20s and acting as shields for the portfolio.

Ticker	Qty	Purchase Price	Current Price	PER
Nvidia (NVDA)	26.59	$184.21	$214.72	32.9
Broadcom (AVGO)	5.67	$326.03	$368.45	61.3
AMD	7.17	$198.62	$473.25	120.4
Amazon (AMZN)	1.95	$208.39	$258.63	20.8
Meta (META)	0.55	$653.56	$549.90	20.7
TQQQ	1.19	$76.34	$71.17	32.4
SOXL	16.23	$71.22	$120.60	42.5
Micron (MU)	0.23	$996.00	$966.78	21.8
Intel (INTC)	2.80	$104.56	$90.07	N/A

Recent Trading Review: Sector Rotation and Risk Hedging

The moves in the most recent trading log on August 21 show meticulous weight adjustment. While Nvidia was additionally bought at $216.85, solidifying its status as a core flagship holding, Meta, Micron (MU), and SOXL were partially sold off. The decision to sell Meta reflected market sentiment regarding sector rotation and concerns about competition in the ad market, while for Micron and SOXL, which had surged, profit was realized citing 'proximity to target price' and 'volatility management.' This is evaluated as a sophisticated management technique prioritizing security over chasing buys. Additionally, the large-scale purchase of Intel on August 14 was a bold decision betting on the company's intrinsic value and a future AI rebound when the market was skeptical.

Date	Type	Symbol	Qty	Price
2026-08-21	Buy	Nvidia (NVDA)	0.84	$216.85
2026-08-21	Sell	Meta (META)	0.10	$545.83
2026-08-21	Sell	Micron (MU)	0.03	$974.33
2026-08-21	Sell	SOXL	0.85	$122.21
2026-08-14	Buy	Intel (INTC)	2.80	$104.56
2026-08-14	Sell	SOXL	0.90	$145.36

Market Outlook: Rally in Global Tech Stocks Amid Stable Rates

The U.S. 10-year Treasury yield, currently settled at 4.704%, is relaxing valuation standards for high-growth stocks. Despite the semiconductor index undergoing a temporary adjustment, the fact that PEG indicators for key stocks like Broadcom and Nvidia remain in attractive ranges suggests room for further upside. As of the 25th, a preference for safe assets, represented by the strengthening won and rising gold prices, is spreading. However, this portfolio is expected to offset market volatility through the divergence between high profitability in the high-tech sector and undervalued valuations.

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