FINANCEWeeks to result

Kelly Criterion Framework

Avoid Ruin

Problem it solves

poor financial decisions

Best for

Investors and risk managers

Not ideal for

Those who don't understand basic probability and statistics

Overview

Why this framework exists

The Kelly criterion is a mathematical framework for determining the optimal amount to bet or invest in a given situation, with the goal of avoiding ruin and maximizing long-term growth.

Core principles

3 total
  1. Don't risk everything on a single bet or investment.
  2. Optimize bets or investments to maximize long-term growth.
  3. Avoid ruin by managing risk effectively.

Steps

2 steps
  1. Determine the Optimal Bet Size
    Use the Kelly criterion formula to determine the optimal amount to bet or invest.
    Pro tipConsider the probability of winning and the potential payout.
    WarningIgnoring the Kelly criterion can lead to excessive risk-taking and potential ruin.
  2. Manage Risk Effectively
    Use risk management strategies to minimize potential losses.
    Pro tipConsider diversification and hedging techniques.
    WarningFailing to manage risk effectively can lead to significant losses.

Checklist

Saved in your browser

Examples

1 cases
Gambling

A gambler uses the Kelly criterion to determine the optimal bet size and manage risk effectively.

OutcomeThe gambler avoids ruin and maximizes long-term growth.

Common mistakes

2 traps
Ignoring the Kelly Criterion
Failing to use the Kelly criterion can lead to excessive risk-taking and potential ruin.
Poor Risk Management
Failing to manage risk effectively can lead to significant losses.

Origin story

How this framework came to be

The Kelly criterion was developed by John Kelly in the 1950s as a way to optimize betting strategies.

Source

Traced to primary
Source · ESSAY
How to Get Rich Without Getting Lucky
Naval Ravikant · 2019
Open source →

Related frameworks

Browse all Finance →