AI Value Investing Portfolio Holds 64% Returns Amid Semiconductor Rally, Shining in Investment Report

[Daily Market Insight] Oil Prices Plunge and Won Strengthens Amid Semiconductor Rally… "AI Value Investing Portfolio" Maintains 64% Returns

Seoul's currency and stock markets got off to a lively start overall on the 27th. The KOSPI recovered the 7,080 level, rising 0.9%, while the KOSDAQ also gained over 1%. The won-dollar exchange rate fell more than 12 won to the 1,355 range, showing clear won strength, and Brent crude plunged more than 8%, easing inflation concerns considerably. However, the rise in the U.S. 10-year Treasury yield to 5.18% remains a lingering burden. Amid this market atmosphere, the AI Value Investing Portfolio maintained its momentum steadily, holding total assets of $16,431 and a 64.31% return on initial capital.

Performance Trend: Attempting a Rebound After a Slight Pullback

Looking at the asset flow over the past five days, the portfolio started at $15,441 on September 21, hit the $16,600 range within two days, then went through a partial correction and is now defending the $16,400 level. It is a positive sign that daily volatility has narrowed somewhat, supported by the volatility index (VIX) falling below 15, even as the portfolio generates high returns focused on individual stocks rather than indices. That said, the cash balance stands at zero, leaving no room to respond in the event of a sharp drop—a point to keep a wary eye on.

Holdings Diagnosis

Stock	Shares	Purchase Price	Current Price	P/E
NVIDIA	26.59	$184.21	$224.58	28.4
AMD	7.17	$198.62	$629.26	160.1
Broadcom	5.67	$326.03	$350.36	44.6
Micron	0.42	$987.48	$1,080.53	24.5
Intel	2.80	$104.56	$127.39	-
Amazon	1.95	$208.39	$249.38	20.1
Meta	0.55	$653.56	$777.59	29.3
SOXL	14.65	$71.22	$146.33	-
TQQQ	1.19	$76.34	$78.58	-

Semiconductors remain the core pillar. NVIDIA's valuation relative to growth remains in a reasonable range (PEG 0.48), suggesting further upside potential. Despite its HBM-driven memory supercycle earnings already being priced in, Micron's extremely low PEG of 0.16 supports the undervaluation thesis. On the other hand, AMD's stock has surged more than threefold from its purchase price, with growth expectations largely baked in, and the still-heavy weighting in leveraged ETF SOXL makes daily volatility management the key challenge.

Recent Trade Review

Date	Type	Stock	Shares	Price
2026-09-18	Buy	Micron	0.19	$977.50
2026-09-18	Sell	SOXL	0.77	$114.82
2026-08-28	Sell	SOXL	0.81	$123.05
2026-08-21	Buy	NVIDIA	0.84	$216.85
2026-08-21	Sell	Meta	0.10	$545.83
2026-08-21	Sell	Micron	0.03	$974.33
2026-08-14	Buy	Intel	2.80	$104.56

The backbone of recent trading has been "reduce leverage, acquire undervalued individual stocks." The portfolio repeatedly sold portions of SOXL to lock in profits while maintaining sector exposure, using the proceeds to sequentially add Micron, Intel, and NVIDIA. This is a classic momentum-value combination strategy—shifting within the same sector from index leverage to individual stocks with lower valuation relative to growth. The reduction of the Meta position in August, in hindsight, was a proactive reflection of sector rotation.

Market Outlook

The Philadelphia Semiconductor Index rose around 1.4%, keeping sector momentum alive, while the plunge in oil prices and the weaker dollar are tailwinds for risk appetite. However, the U.S. 10-year yield's entrenchment above 5% and the 3x movements of leveraged ETFs remain risks. To take this portfolio one step further, the next tasks are securing cash and rebalancing allocations within the semiconductor sector.

※ This report analyzes the simulated operation of the AI Value Investing Portfolio and does not constitute investment advice. Actual investment decisions should be made at the reader's own discretion and responsibility.