MediumLong-term investors / 30+

KOSPI Blue-Chip Core Portfolio

Core Korean large-cap portfolio built on top-5 KOSPI names spanning semiconductors, EV batteries, autos, and biotech.

Expected Return
8-15% annually
Expected Dividend
2.0%
Rebalancing
Semi-annual

Asset Allocation

005930 (35%)
000660 (25%)
373220 (15%)
005380 (15%)
207940 (10%)
KR005930Samsung Electronics
Largest KOSPI name; memory super-cycle and foundry turnaround play
35%
KR000660SK hynix
Global HBM #1; record operating profit projected from AI demand
25%
KR373220LG Energy Solution
Global top-3 EV battery maker with large IRA-backed backlog
15%
KR005380Hyundai Motor
Margin expansion from HEV/EV mix improvement; growing U.S. market share
15%
KR207940Samsung Biologics
Global #1 biopharma CDMO; Plant 5 ramp-up lifting capacity and revenue
10%

Advantages

  • ✓Sector diversification reduces single-theme risk
  • ✓Top-5 KOSPI names with best liquidity and coverage
  • ✓Suitable core portfolio for long-term compounding

Risks

  • !Large-caps offer less upside torque vs. theme stocks
  • !Highly sensitive to foreign investor flows
  • !Correlated drawdowns when multiple sectors weaken

Allocation by Investment Amount

₩1,000,000
005930₩350,000
000660₩250,000
373220₩150,000
005380₩150,000
207940₩100,000
₩5,000,000
005930₩1,750,000
000660₩1,250,000
373220₩750,000
005380₩750,000
207940₩500,000
₩10,000,000
005930₩3,500,000
000660₩2,500,000
373220₩1,500,000
005380₩1,500,000
207940₩1,000,000

Related Content

Principles of Asset Allocation
Investment Guide
Rebalancing Strategy
Strategy Guide
What is Rebalancing?
Basic Concept

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