Stephan van den Brink

I am a theme-driven private investor from the Netherlands with a background in data analysis and a strong interest in emerging technology, defense and aerospace. I have been active in the markets for several years, focusing on long-term, rule-based strategies rather than short-term trading. This wikifolio puts a clear thesis into practice: European and US stocks that could benefit from a possible government UAP disclosure, built along the lines of the US-listed UFOD ETF. It is a broadly diversified, transatlantic basket spanning defense, aerospace, sensors and semiconductors, energy, and materials. My view on the market: theme-driven and politically influenced sectors such as defense and space are in a long-term uptrend. I base my decisions on defense budgets, political and regulatory developments, and company announcements. Time: I follow the theme continuously and adjust the portfolio when relevant news breaks, but I trade deliberately calmly and not hyperactively. mehr anzeigen