Our Method.

So that you don’t draw the wrong conclusions in decisive market phases.

  1. The Heads
  2. Asset Selection
  3. The Portfolio
  4. The Forecasts
  5. Push Updates
  6. The Watchlist
  7. Risk Rules

1 The Heads Behind Liberty Stock Markets

Liberty Stock Markets was born from a simple question:
How do you make investment decisions without having to guess every time?

Since 2012, we have been developing a clear, repeatable method.
Since 2016, we have been applying it consistently in real markets — documented, transparent, and measurable.

Andrea Kraus contributes the fundamental perspective:
business models, balance sheet quality, and long-term stability.

Michael Kaiser is responsible for market structure:
scenarios, target zones, and decision logic for the right moment.

Liberty does not stand for promises.
Liberty stands for structure:

Forecast. Alternative. Decision.

2 How We Select Opportunities That Are Worth It.

You don’t need a thousand stocks — you need the few that fit your portfolio and your time horizon.  That’s why we filter rigorously before technical analysis even comes into play: business model, management, market position, and financials.

Our Screening Is Intentionally Pragmatic: Do we truly understand the company — or are we just investing in a narrative?

  1. What does the company produce?
  2. Do we understand it or the products?
  3. Can the products or the business model be copied?
  4. Does the company have a dominant market position?
  5. What is the competitive environment like?
  6. How is the management set up?
  7. What do the company’s balance sheets look like?
  8. What is the company’s outlook, both in terms of figures and market opportunities or risks?
  9. What does the share price look like? Is the share price ahead of a major price decline, in the middle of one, or at the beginning of a price increase?

Screening
scoring
Rating

Our Screening Is Intentionally Pragmatic: Do we truly understand the company — or are we just investing in a narrative?

  1. What does the company produce?
  2. Do we understand it or the products?
  3. Can the products or the business model be copied?
  4. Does the company have a dominant market position?
  5. What is the competitive environment like?
  6. How is the management set up?
  7. What do the company’s balance sheets look like?
  8. What is the company’s outlook, both in terms of figures and market opportunities or risks?
  9. What does the share price look like? Is the share price ahead of a major price decline, in the middle of one, or at the beginning of a price increase?

Making Quality Comparable In the next step, we make quality measurable.
We translate numbers and facts into an internal scoring framework.

This turns “sounds good” into a clear decision basis:
observe, include — or exclude consistently.

3 From Plan to Decision – Inside the Model Portfolio.

A portfolio you can actually follow.

A system is only as good as its execution. That’s why Liberty is not just about forecasts — but about disciplined implementation and documentation.

Inside the portfolio, you see what real decisions look like in live markets:
not perfect, not “smooth,” but structured — with a plan, risk logic, and clearly defined actions.

You don’t just receive forecasts for markets and stocks.
You are informed whenever something changes in the portfolio — so you can trace how scenarios turn into decisions.

Trade now.
Liberty Stock Markets sample portfolio.

How is the portfolio structured?

Like a real long-term portfolio:

  • as a continuous process, not a one-time bet

  • with no “end point,” but a logic of building, adjusting, and risk management

In the portfolio overview, you can clearly see:

  • which positions are active

  • when adjustments take place

  • and how each decision is justified

4 Our Forecasts — Turning Price Action into Decision Structure.

From price movement to clarity.

A chart shows only one thing at first: the past.
The decisive step is turning that past into structure for the future.

That’s why Liberty forecasts are not opinions —
they are built on a clear, repeatable framework:

  • Scenario: the most probable path

  • Target zones: areas where decisions are prepared

  • Triggers: confirmation or invalidation — defining when a scenario becomes active

  • Alternative: what applies if the market moves differently than expected

This logic ensures that, in the decisive moment,
you don’t have to guess.

Because Liberty doesn’t protect you from volatility —
Liberty protects you from bad decisions.

VIEW SAMPLE FORECAST

Our
forecast.
Our
strength.

Full Navigation Through Our Forecasts — The Core of Our Expertise.

Our
forecast.
Our
strength.

A chart shows only one thing at first: the past.
The decisive step is turning that past into structure for the future.

That’s why Liberty forecasts are not opinions —
they are built on a clear, repeatable framework:

  • Scenario: the most probable path

  • Target zones: areas where decisions are prepared

  • Triggers: confirmation or invalidation — defining when a scenario becomes active

  • Alternative: what applies if the market moves differently than expected

This logic ensures that, in the decisive moment,
you don’t have to guess.

Because Liberty doesn’t protect you from volatility —
Liberty protects you from bad decisions.

VIEW SAMPLE FORECAST

5 Updates — Turning Logic into Repetition.

Real-time notifications for you.

Push
Messages

At Liberty, updates come in two distinct layers — depending on what is actually happening in the market. This ensures that a forecast is not just an idea, but a process.

1) Push updates for new forecasts

You receive a short notification as soon as a new forecast is available.
This keeps you immediately oriented — scenario, target zones, and triggers — without having to search for information.

2) Push updates + email documentation for portfolio actions

When we act in the portfolio (buy, sell, or reduce), you receive a push notification and a detailed email.

The email documents:

  • what was done

  • why the decision was made

  • how it fits into the broader scenario

This allows you to fully trace the decision — with everything clearly recorded.

Forecasts provide the structure.
Updates ensure that you apply it at the right moment.

Push
Messages

E-mail example for a portfolio change

Subject: Portfolio action (Buy / Sell / Reduction)
Title: e.g. Stock / ETF / Index
Date: Day.Month.Year
Number of units: (only for buys/sells)
Price: (only for buys/sells)

6 Watchlist: preparing decisions before they become necessary.

Not every stock is an immediate buy.
But many become interesting before they are truly “ready.”

Watchlist

Watchlist

In the watchlist, we collect assets that we monitor in a structured way — so that a decision is prepared before the market forces it.

The goal is not actionism.
The goal is readiness:

When the time comes, a plan is already in place.

7 rules that prevent wrong decisions.

In the market, most people don’t fail because of missing information — but at the moment of action. That’s why Liberty works with fixed rules for risk, position sizing, and consistency. These rules are not a “textbook.” They are protection against typical thinking errors: reacting too late, acting too early, or reshuffling positions without a plan.

Risk
Minimization

1 Risk first — not last

We never act “just like that.”
Before a position is opened, one thing is always clear:

  • What is the scenario?

  • What is the alternative?

  • How large may the risk be if it turns?

This is how an opinion becomes a plan.

2 Focus on diversification — not gut feeling

Diversification is not a theory for us, but risk logic.
We make sure the portfolio does not depend on a single sector, a single story, or one market trend.

The goal is not to own everything at once —
but to be smartly diversified when markets turn.

3 Quality beats hype

We prefer assets with substance — assets that still work when conditions become more difficult.
A portfolio does not need constant “excitement” — it needs stability.

In short: robust quality beats chasing the next theme.

4 We act strategically — not short-term

Short-term moves are loud.
Strategic moves are decisive.

That’s why we plan positions so they can withstand corrections
without forcing action at the wrong moment.

Not every move is a signal — some are just volatility.

5 We work with the market — not against it

We don’t want to “be right.”
We want to stay in the right scenario.

That’s why forecasts at Liberty are always combined with:

  • triggers (confirmation / invalidation)

  • target zones

  • a clear alternative

This allows you to recognize early
whether you are working with the market — or against it.

Risk
Minimization

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