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In this paper, motivated by the celebrated work of Kelly, we consider the problem of portfolio weight selection to maximize expected logarithmic growth. Going beyond existing literature, our focal point here is the rebalancing frequency…

Portfolio Management · Quantitative Finance 2019-01-28 Chung-Han Hsieh , John A. Gubner , B. Ross Barmish

The original Kelly criterion provides a strategy to maximize the long-term growth of winnings in a sequence of simple Bernoulli bets with an edge, that is, when the expected return on each bet is positive. The objective of this work is to…

Probability · Mathematics 2020-02-11 Sergey Lototsky , Austin Pollok

Kelly's criterion is a betting strategy that maximizes the long term growth rate, but which is known to be risky. Here, we find optimal betting strategies that gives the highest capital growth rate while keeping a certain low value of risky…

Statistical Mechanics · Physics 2020-11-12 L. Dinis , J. Unterberger , D. Lacoste

In this paper, we consider a simple discrete-time optimal betting problem using the celebrated Kelly criterion, which calls for maximization of the expected logarithmic growth of wealth. While the classical Kelly betting problem can be…

Optimization and Control · Mathematics 2021-03-11 Chung-Han Hsieh

In classic Kelly gambling, bets are chosen to maximize the expected log growth of wealth, under a known probability distribution. Breiman provides rigorous mathematical proofs that Kelly strategy maximizes the rate of asset growth…

Optimization and Control · Mathematics 2021-06-11 Qingyun Sun , Stephen Boyd

While the Kelly portfolio has many desirable properties, including optimal long-term growth rate, the resulting investment strategy is rather aggressive. In this paper, we suggest a unified approach to the risk assessment of the Kelly…

Risk Management · Quantitative Finance 2025-03-25 Levon Hakobyan , Sergey Lototsky

The main purpose of this study is to introduce a semi-classical model describing betting scenarios in which, at variance with conventional approaches, the payoff of the gambler is encoded into the internal degrees of freedom of a quantum…

Quantum Physics · Physics 2021-09-22 Salvatore Tirone , Maddalena Ghio , Giulia Livieri , Vittorio Giovannetti , Stefano Marmi

The focal point of this paper is the so-called Kelly Criterion, a prescription for optimal resource allocation among a set of gambles which are repeated over time. The criterion calls for maximization of the expected value of the…

Optimization and Control · Mathematics 2017-10-06 Chung-Han Hsieh , B. Ross Barmish

For sequential betting games, Kelly's theory, aimed at maximization of the logarithmic growth of one's account value, involves optimization of the so-called betting fraction $K$. In this Letter, we extend the classical formulation to allow…

Optimization and Control · Mathematics 2020-06-24 Joseph D. O'Brien , Kevin Burke , Mark E. Burke , B. Ross Barmish

Kelly criterion, that maximizes the expectation value of the logarithm of wealth for bookmaker bets, gives an advantage over different class of strategies. We use projective symmetries for a explanation of this fact. Kelly's approach allows…

Physics and Society · Physics 2009-11-13 Edward W. Piotrowski , Malgorzata Schroeder

For a sequence of binary bets, the Kelly criterion provides a closed-form solution that maximizes the expected growth rate of wealth. In contrast, when multiple bets are placed simultaneously (e.g., in portfolio allocation or prediction…

Mathematical Finance · Quantitative Finance 2026-04-30 Ruslan Tepelyan , Daniel Lam

We consider games of chance played by someone with external capital that cannot be applied to the game and determine how this affects risk-adjusted optimal betting. Specifically, we focus on Kelly optimization as a metric, optimizing the…

Portfolio Management · Quantitative Finance 2020-12-29 Stanislav Shalunov , Alexei Kitaev , Yakov Shalunov , Arseniy Akopyan

This paper characterizes the best possible rate of growth of wealth in a Kelly betting game when repeatedly betting against a general i.i.d. null hypothesis $\mathscr{P}$, but the data are drawn i.i.d from an arbitrary alternative $Q$. We…

Statistics Theory · Mathematics 2026-04-29 Ashwin Ram , Aaditya Ramdas

Kelly betting is a prescription for optimal resource allocation among a set of gambles which are typically repeated in an independent and identically distributed manner. In this setting, there is a large body of literature which includes…

Portfolio Management · Quantitative Finance 2017-10-06 Chung-Han Hsieh , B. Ross Barmish , John A. Gubner

We investigate the performance of the Kelly rule in a setting in which the dynamics of the return is represented by a time change process. We find that in this general semi-martingale setting the Kelly rule does not maximize the average…

Mathematical Finance · Quantitative Finance 2026-03-17 Umberto Cherubini

A reformulation of the Kelly Criterion is presented. Let $\mathfrak{G}$ be a generic stochastic Bernoulli binary game with outcomes $\mathscr{Z}(I)\in\lbrace -1,1\rbrace$ of N trials for $I=1...N$. The binomial probabilities are…

Probability · Mathematics 2025-02-25 Steven D Miller

Consider a gambling game in which we are allowed to repeatedly bet a portion of our bankroll at favorable odds. We investigate the question of how to minimize the expected number of rounds needed to increase our bankroll to a given target…

Probability · Mathematics 2011-12-06 Thomas P. Hayes

In this paper, we consider a discrete-time portfolio with $m \geq 2$ assets optimization problem which includes the rebalancing~frequency as an additional parameter in the maximization. The so-called Kelly Criterion is used as the…

Optimization and Control · Mathematics 2020-07-23 Chung-Han Hsieh

Following a series of works on capital growth investment, we analyse log-optimal portfolios where the return evaluation includes `weights' of different outcomes. The results are twofold: (A) under certain conditions, the logarithmic growth…

Probability · Mathematics 2017-08-15 Mark Kelbert , Izabella Stuhl , Yuri Suhov

Betting games provide a natural setting to capture how information yields strategic advantage. The Kelly criterion for betting, long a cornerstone of portfolio theory and information theory, admits an interpretation in the limit of…

Quantum Physics · Physics 2026-01-15 Maite Arcos , Renato Renner , Jonathan Oppenheim
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