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Position Sizing

Kelly Criterion calculator — optimal portfolio allocation

Inputs

55%
1.8×
$50,000
50/100

Recommended Position Size

$5,250

10.5% of portfolio

Calculation Breakdown

Full Kelly

Theoretical maximum

30.0%

Half Kelly

StockMind baseline (50%)

15.0%

Risk Adjustment

Medium risk: −30%

30% reduction

Final Size

$5,250

10.5%

⚠ Not financial advice. Always consider your full financial situation before making investment decisions.

How It Works

The Kelly Criterion calculates the optimal fraction of your portfolio to allocate based on historical win rate and win/loss ratio. StockMind uses Half Kelly (50%) as the baseline, then adjusts based on your current risk score.

Kelly formula:

K = W − (1−W) / R

W = win rate, R = win/loss ratio