Glossary / Risk

Kelly criterion

Definition

A formula for the mathematically growth-optimal bet size.

Why it matters

Full Kelly is far too volatile for discretionary trading. Most traders who use it at all trade a quarter or half Kelly.

Formula

Kelly % = Win% - (Loss% / Payoff ratio)

Example

With a 50% win rate and a 2:1 payoff, Kelly suggests risking 25% per trade. Almost everyone trades a quarter or an eighth of that, because full Kelly drawdowns exceed 50%.

How to track it in a journal

TradeStack calculates the core performance numbers — win rate, average win and loss, profit factor, expectancy, drawdown and consistency — automatically from imported trades, so kelly criterion stops being something you estimate and becomes something you read.

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