Kai Schukowski
Kai Schukowski @smartmoneykai

Performance
All

20.89%2026
2026
25.92%2025
2025
2.13%2024
2024
25.9%0%-25.9%
Kai Schukowski
Kai Schukowski
United Arab Emirates
Hello fellow Investors, I put more of the cash from my recent Bitcoin reduction to work during today's sell-off. I added to Meta Platforms $META (Meta Platforms Inc), Microsoft $MSFT (Microsoft), Amazon $AMZN (Amazon.com Inc), Alphabet $GOOGL (Alphabet Inc Class A), and SpaceX $SPCX (Space Exploration... Show More
Kai Schukowski
Kai Schukowski
United Arab Emirates
Hello fellow Investors, I used today’s technology pullback to add to Taiwan Semiconductor Manufacturing $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR), Meta Platforms $META (Meta Platforms Inc), Broadcom $AVGO (Broadcom Inc), and NVIDIA $NVDA (NVIDIA Corporation). Taiwan Semiconductor Manufacturing... Show More
Kai Schukowski
Kai Schukowski
United Arab Emirates
Hello fellow Investors, I used yesterday's tech weakness to top up four positions in my Smart Money Tech strategy. I added to $AVGO (Broadcom Inc) (Broadcom Inc) at ~$385.62, down 3.6% on the day, and $ASML (ASML Holding NV) (ASML Holding NV) at ~$1,728.34, down 3.8%. I own Broadcom for its custom... Show More
Kai Schukowski
Kai Schukowski
United Arab Emirates
Hello fellow Investors, Today I closed my $RHM.DE (Rheinmetall AG) (Rheinmetall) position and took the loss. I had held on hoping to recover some of it, but after Germany scrapped the F126 frigate programme this week, the picture changed. Sometimes you have to bite the bullet. The opportunity cost of... Show More
Kai Schukowski
Kai Schukowski
United Arab Emirates
Hello fellow Investors, A quick update on what is on my radar, and how I am reading the market. The big one is $SPCX (Space Exploration Technologies Corp) (SpaceX). It only listed on 12 June, in the biggest IPO on record, and after a strong run it has this week pushed past Amazon to become roughly... Show More
Kai Schukowski
Kai Schukowski
United Arab Emirates
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
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%. was hoping to exit them in the plus,... Show More
Kai Schukowski
Kai Schukowski
United Arab Emirates
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
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
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

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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