Amid Turbulent Markets, AI Value Investing Portfolio Holds 30% Returns in Investment Report

Season of Hunting for Dollars, AI Value Investing Portfolio Stands Tall at 30%

With the KOSPI falling below the 2,528 mark, Wall Street's three major indexes opening lower across the board, and Bitcoin plunging more than 7% in a single day, risk-averse sentiment is deepening. The VIX surging 6.9% in one stroke is proof of it. Yet amid this turmoil, the AI Value Investing Portfolio is holding on to a 30% return on initial capital, defending its high-water mark of $13,000 in total assets. In volatile markets, a portfolio built around undervalued assets is proving its worth.

A Whirlwind Week, With Assets Climbing Again

The portfolio's resilience stands out in its asset trajectory over the past five days. Assets that had fallen to $11,857 on the 9th rebounded within a day, surging to $13,006 by the 12th — a gain of nearly $1,150 in just three days. Stocks accumulated in stages during the correction recovered their value faster than the market itself wobbled. That said, a cash balance of only $54 signals a fully invested state; should further corrections come, securing liquidity could be the key to staying nimble.

Holdings Check: Semiconductor-Centered, With Extreme Undervaluation and Soaring Stocks Side by Side

Stock	Quantity	Purchase Price	Current Price	P/E
NVIDIA	24.0 shares	$184.21	$173.73	22.0
Micron	1.50 shares	$894.69	$811.30	10.9
Broadcom	5.67 shares	$326.03	$345.22	44.1
Amazon	1.95 shares	$208.39	$266.17	21.5
Meta	0.55 shares	$653.56	$628.77	21.5
Intel	2.80 shares	$104.56	$62.50	-
AMD	6.15 shares	$198.62	$552.90	118.1
TSMC	0.44 shares	$431.81	$413.35	26.8
SOXL	13.92 shares	$71.22	$66.03	24.9
TQQQ	1.13 shares	$76.34	$60.44	27.7

The two extremes of the strategy are clearly on display. Micron trades at a forward P/E of around 4x with a PEG of just 0.16 — considering the HBM memory supercycle, the market is looking at it with excessively cold eyes. AMD, by contrast, has surged to nearly 2.8 times its purchase price, stretching its P/E to 118x. One could still argue the price level relative to growth (PEG 0.50) is reasonable, but since those earnings reflect a temporary windfall, pressure to take profits will continue. Intel remains in the red with a burdensome PEG of 1.36, staying a watch-list asset until its turnaround stamina is confirmed. The presence of leveraged products like SOXL and TQQQ amplifies gains when the call is right — but it is a double-edged sword that magnifies losses in downturns.

Trade Review: Discipline to Sell at Peaks, Patience to Buy in Stages at Lows

Date	Type	Stock	Quantity	Price
2026-11-06	Buy	Micron	0.20 shares	$656.39
2026-11-06	Sell	AMD	0.32 shares	$404.40
2026-10-30	Buy	TSMC	0.44 shares	$431.81
2026-10-30	Sell	AMD	0.34 shares	$566.42
2026-10-23	Buy	Micron	0.47 shares	$856.49
2026-10-23	Sell	NVIDIA	1.26 shares	$212.21
2026-10-23	Sell	AMD	0.36 shares	$507.93
2026-10-16	Buy	Micron	0.31 shares	$931.24
2026-10-16	Sell	NVIDIA	1.33 shares	$217.23
2026-10-09	Buy	Micron	0.11 shares	$1035.84

The trading history reveals a clear principle. Buying Micron in five tranches through every plunge was the product of patience, rooted in the judgment that it was only the price that had collapsed, not the valuation. Conversely, each time gains on AMD exceeded 100%, the position was trimmed to lock in profits — and when NVIDIA's single-stock weight surpassed 38%, it too was scaled back to preserve portfolio health. The most classic and difficult discipline of all — selling at highs and buying in stages at lows — is being followed almost mechanically.

Outlook: In an Era of 5% U.S. Rates, Defending Valuation Is the Key

A metric worth watching is the U.S. 10-year Treasury yield. Breaching 5.1%, it is weighing on growth-stock valuations, while gold prices rising alongside a surging VIX point to strengthening demand for safe havens. The exchange rate is holding steady around 1,335 won. Oil is inching toward $90, so the risk of reignited inflation cannot be ruled out either. In this environment, extremely undervalued assets offer relative defensiveness. The portfolio centered on Micron and TSMC remains valid, but now is the time to stay vigilant on position management of AMD and the leveraged products.

※ This report analyzes the simulated operation of the AI Value Investing Portfolio and is not investment advice. Actual investments should be made at your own discretion and responsibility.