Kai Schukowski
Kai Schukowski @smartmoneykai

Performance
All

20.51%2026
2026
25.92%2025
2025
2.13%2024
2024
25.9%0%-25.9%
Discussions
Kai Schukowski
Kai Schukowski
United Arab Emirates
13d
Hello fellow Investors, May closed up 12%, which caps off a strong two month recovery after a rough start to the year. We are now sitting at +26% so far in 2026. Most of the heavy lifting came from the chip and memory names. $MU (Micron Technology, Inc.) (Micron Technology) had a standout month and... Show More
Kai Schukowski
Kai Schukowski
United Arab Emirates
27d
Hello fellow Investors, Today I closed out both $FAB.DH (First Abu Dhabi Bank PJSC) (First Abu Dhabi Bank) and $EAND.DH (Emirates Telecommunications Group) (Etisalat by e&) at ~17.14 AED and ~18.46 AED respectively. Both came out at a small loss of around 4%. These are excellent businesses, the... Show More
Kai Schukowski
Kai Schukowski
United Arab Emirates
1mo
Hello fellow Investors, A few moves this week, all pulling the same direction: out of what no longer fits the strategy, into the technology leaders that do. Yesterday I closed $ATI (ATI Inc) (ATI Inc) in full. A solid aerospace metals business that did well for the portfolio, but it is not a technology... Show More
Kai Schukowski
Kai Schukowski
United Arab Emirates
1mo
Edited
Smart Money Tech: how I'm repositioning the portfolio Wanted to share the thinking behind a few moves I made yesterday, and where this portfolio is headed. The direction: focus on the world's tech leaders. Mostly US, but global where the company genuinely leads its category. I'm calling... Show More
Kai Schukowski
Kai Schukowski
United Arab Emirates
1mo
Hello fellow Investors, April wrap-up. After a tough March, April came back strong: the portfolio finished the month up 22.8%, bringing year to date to 13.7%. Zooming out to the 1-year view, we're now up 52.37%, which is currently ahead of the most copied and second most copied Popular Investors... Show More
Kai Schukowski
Kai Schukowski
United Arab Emirates
2mo
Hello fellow Investors, Two buys today on the tech pullback. Topped up $NVDA (NVIDIA Corporation) at ~$ 202 and $MSFT (Microsoft) at ~$ 407, both down around 4%. Both already in the portfolio. NVDA has lagged this year despite very strong fundamentals, and MSFT has come down enough to offer real... Show More
Kai Schukowski
Kai Schukowski
United Arab Emirates
2mo
Edited
The last few days have been busy on the trading side. The most recent additions are Rheinmetall $RHM.DE (Rheinmetall AG) e& $EAND.DH (Emirates Telecommunications Group) First Abu Dhabi Bank $FAB.DH (First Abu Dhabi Bank PJSC) $MSFT (Microsoft) $ATI (ATI Inc) and $IBKR (Interactive Brokers Group)... Show More
Kai Schukowski
Kai Schukowski
United Arab Emirates
2mo
After two tough months (February down 3% and March down 8%), April has been a strong recovery. We’re currently up just over 15% for the month, which more than offsets both of those drawdowns and puts us solidly positive for the year. This is exactly what the strategy is built for. When the portfolio... Show More
Kai Schukowski
Kai Schukowski
United Arab Emirates
3mo
Added more $EMAAR.AE (Emaar Properties PJSC) Properties to the portfolio. The recent market sell-off following the Iran situation gave me another opportunity to increase my position. While many investors panic during times like these, I see it differently. The fundamentals of Emaar have not changed... Show More
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EMAAR.AE
Emaar Properties PJSC
11.6000
0.7400 (6.81%)
Kai Schukowski
Kai Schukowski
United Arab Emirates
3mo
The one investing concept I keep coming back to: diversification. The longer I invest and the more wealth I accumulate, the more I appreciate spreading it across different asset classes, currencies, and regions. Right now I hold stocks and ETFs, Bitcoin, real estate, P2P loans, and a growing cash position.... Show More

About Kai Schukowski
United Arab Emirates
Strategy: Growth

🟢 Tech builds the next decade. I own the leaders. 🟢 YouTube: Smart Money with Kai
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444 Followers

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