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Related papers: Sizing the bets in a focused portfolio

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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

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

Kelly's Criterion is well known among gamblers and investors as a method for maximizing the returns one would expect to observe over long periods of betting or investing. These ideas are conspicuously absent from portfolio optimization…

Portfolio Management · Quantitative Finance 2018-02-20 Zachariah Peterson

We investigate the most popular approaches to the problem of sports betting investment based on modern portfolio theory and the Kelly criterion. We define the problem setting, the formal investment strategies, and review their common…

Portfolio Management · Quantitative Finance 2021-07-20 Matej Uhrín , Gustav Šourek , Ondřej Hubáček , Filip Železný

The Kelly criterion provides a general framework for optimizing the growth rate of an investment portfolio over time by maximizing the expected logarithmic utility of wealth. However, the optimality condition of the Kelly criterion is…

Mathematical Finance · Quantitative Finance 2025-11-04 Fabrizio Lillo , Piero Mazzarisi , Ioanna-Yvonni Tsaknaki

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

This work proposes a unified framework for portfolio allocation, covering both asset selection and optimization, based on a multiple-hypothesis predict-then-optimize approach. The portfolio is modeled as a structured ensemble, where each…

Portfolio Management · Quantitative Finance 2025-11-19 Alejandro Rodriguez Dominguez , Muhammad Shahzad , Xia Hong

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

We introduce new mathematical methods to study the optimal portfolio size of investment portfolios over time, considering investors with varying skill levels. First, we explore the benefit of portfolio diversification on an annual basis for…

Portfolio Management · Quantitative Finance 2024-02-26 Nick James , Max Menzies

Sharpe et al. proposed the idea of having an expected utility maximizer choose a probability distribution for future wealth as an input to her investment problem instead of a utility function. They developed a computer program, called The…

Portfolio Management · Quantitative Finance 2013-01-08 Phillip Monin

Financial portfolio optimization is a widely studied problem in mathematics, statistics, financial and computational literature. It adheres to determining an optimal combination of weights associated with financial assets held in a…

Portfolio Management · Quantitative Finance 2013-01-21 Ankit Dangi

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

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

We examine the problem of optimal portfolio allocation within the framework of utility theory. We apply exponential utility to derive the optimal diversification strategy and logarithmic utility to determine the optimal leverage. We enhance…

Portfolio Management · Quantitative Finance 2025-10-01 Vladimir Markov

In 1956 John Kelly wrote a paper at Bell Labs describing the relationship between gambling and Information Theory. What came to be known as the Kelly Criterion is both an objective and a closed-form solution to sizing wagers when odds and…

Computational Engineering, Finance, and Science · Computer Science 2026-04-16 Oscar Stiffelman

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

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

A sequence of spin-1/2 particles polarised in one of two possible directions is presented to an experimenter, who can wager in a double-or-nothing game on the outcomes of measurements in freely chosen polarisation directions. Wealth is…

Quantum Physics · Physics 2023-08-03 Bernhard K Meister , Henry C W Price

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

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
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