What is your strategy?

Discussion in 'Risk Management' started by kut2k2, Mar 28, 2014.

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  1. kut2k2

    kut2k2

    Oy! Sorry, I have to do it my way.

    Let x == fraction of unit bet on Red ,
    Let y == fraction of unit bet on R-14 ,
    Let z == fraction of unit bet on R-16.

    x + y + z == 1

    E == (4/37)(35z+x-y) + (3/37)(35y+x-z) + (16/37)(x-y-z) + (14/37)(-1)

    Now comes the hard part:

    0 == 4(35z+x-y)/(1+k*(35z+x-y)) + 3(35y+x-z)/(1+k*(35y+x-z)) + 16(x-y-z)/(1+k*(x-y-z)) - 14/(1-k)

    Solve for k :)eek:)

    The quick-and-dirty solution for k (and probably a serious underestimate in this case) is

    k1 == (4(35z+x-y) + 3(35y+x-z) + 16(x-y-z) - 14) / (4(35z+x-y)^2 + 3(35y+x-z)^2 + 16(x-y-z)^2 + 14)

    Instead I strongly recommend a numerical equation cruncher like Excel's Solver routine.
     
    #121     Apr 2, 2014
  2. Good call on Excel solver - I'd never used that before.
    I get

    8.1% on 16
    5.4% on 14
    10.8% on red
     
    #122     Apr 2, 2014
  3. I managed to crash my machine twice, because I was doing so many simulations, but I think I've resolved the discrepancy.

    Your top result (maximizing the F(), numerically):
    {R-16: 8%, R-14: 5%, Red: 11%}

    My top result (Monte-Carlo, utility function is the average log(endingBankroll)):
    {R-16: 8%, R-14: 5%, Red: 11%} (same as yours)

    My top result (Monte-Carlo, utility function is the median log(endingBankroll)):
    {R-16: 8%, R-14: 8%, Red: 6%}

    Kut2k2, you appear to be optimizing for the absolute profit, so your result would be different.
     
    #123     Apr 2, 2014
  4. This should be:
    x + y + z <= 1
     
    #124     Apr 2, 2014
  5. Here's an amusing thing I found: if you add the option to bet on black and/or green, the solver gives almost the same solution, but puts 0.6% on green and ups red to 11.4%. It appears that green, even with a slightly negative expectation, is such a nice hedge that you're better off including a tiny bit and betting more. This isn't supper surprising I suppose - there are analogous results in portfolio theory where including negative expectation, negatively correlated "assets" actually improves things.

    Black is so horribly negative expectation you could never use it that way though.
     
    #125     Apr 2, 2014
  6. Did you arrive at 1/5 to 1/10 Kelly analytically, or is it just a gut feel? Do you use discrete or continuous Kelly?
     
    #126     Apr 2, 2014
  7. kut2k2

    kut2k2

    The Kelly equation I posted indicates the total betting fraction (k) that grows a given asset allocation {x,y,z} the fastest in this roulette game. So it doesn't find the optimal allocation {x_opt, y_opt, z_opt}.

    x_opt, y_opt and z_opt are the values that maximize k*E.
     
    #127     Apr 2, 2014
  8. It's based on monte carlo equity curves with various kelly fraction bets. 1/5 to 1/10 was the range where they started looking "acceptable" to my eye - no stomach churning drawdowns.

    Most of the stuff I do has discrete outcomes, so I use discrete Kelly (or the general log/maximization form thereof when there are weird correlations like in this case).
     
    #128     Apr 2, 2014
  9. kut2k2

    kut2k2

    No. Reread the definitions. They're based on a unit bet.

    To put it another way, x == R/(R+F+S), and so on.
     
    #129     Apr 2, 2014
  10. kut2k2

    kut2k2

    Kelly == 0.1963808
    Expectation == 1.81572481
    k*E == 0.35657349

    :cool:

    There is overbetting here (betting fraction == 22% > k) but the proportions are very good.
     
    #130     Apr 2, 2014
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