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Risk & Portfolio Construction Calculator Guide

How to use Position Sizing under Edge Variance

Bayesian-Kelly bet sizing when your edge is itself uncertain. The page compares deterministic Kelly, Bayesian-adjusted Kelly, and a conservative lower-bound version so you can see the cost of pretending you know your edge precisely.

By Orbyd Editorial · AI Fin Hub Team
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Position Sizing under Edge Variance

Bayesian-Kelly bet sizing when your edge is itself uncertain. Compare deterministic Kelly, Bayesian-adjusted, and conservative lower-bound versions.

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What It Does

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Bayesian-Kelly bet sizing when your edge is itself uncertain. The page compares deterministic Kelly, Bayesian-adjusted Kelly, and a conservative lower-bound version so you can see the cost of pretending you know your edge precisely.

Bettors and traders whose edge estimate comes from a small sample and who know they need to size below the in-sample Kelly recommendation.

Interpreting Results

Bayesian-adjusted Kelly is typically 50-70% of deterministic Kelly when sample size is small. Conservative lower-bound is the size that protects against the worst plausible edge in the posterior — use this for the largest bets.

Input Steps

Field by field

  1. 1

    Enter inputs

    Enter expected per-trade edge (decimal, e.g., 0.02 = 2%) and standard error of the edge estimate.

  2. 2

    Enter inputs

    Enter expected per-trade variance.

  3. 3

    Read outputs

    Read the recommended position size as a fraction of capital. Compare against full Kelly (faster growth, less safety) and quarter-Kelly (slower growth, more safety).

  4. 4

    Increase

    Increase the edge SE assumption to see how uncertainty erodes recommended size. The sizer is more conservative than Kelly when SE is high.

  5. 5

    Re-run

    Re-run as your trade log grows — tighter edge SE estimates allow larger sizes safely.

Common Scenarios

Use realistic starting points

Large sample, well-measured edge

Edge

2%

Sample size

10000 trades

Bayesian and deterministic Kelly nearly identical; uncertainty discount is small. Edge is well-measured.

Small sample, uncertain edge

Edge

5%

Sample size

100 trades

Bayesian Kelly meaningfully below deterministic; conservative bound much smaller. Size to the Bayesian estimate, not the headline number.

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FAQ

Questions people ask next

The short answers readers usually want after the first pass.

Kelly maximizes long-run growth assuming you know edge and variance. The Edge-Variance sizer instead maximizes risk-adjusted return (Sharpe) under uncertainty in both edge and variance. Output is more conservative than Kelly when estimates are noisy.

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Planning estimates only — not financial, tax, or investment advice.