Portfolio Management

Most investors think the Kelly Criterion belongs on the blackjack table or in some Ivy League quant’s toolkit. They assume it’s a mathematical toy, not something a grounded, long-term value investor should take seriously. That’s a mistake. Because when used correctly, Kelly sizing can sharpen your capital allocation like a scalpel. In my own small-cap

Markets today are both unpredictable and unforgiving. Inflation won’t go quietly. Interest rates are stubborn. Risk assets are twitchy. But amid all this noise, one strategy helps you sidestep paralysis and take calculated risks: the barbell investment strategy. This isn’t about balance. It’s about controlled extremes: combining safe assets on one side and high-reward plays

Every investor hits the same wall at some point. You’ve done the research, built conviction in your ideas, and then comes the inevitable question: How much do I invest in each one? Or even broader: How do I spread my capital across different asset classes, ideas, and risk levels? There’s no one-size-fits-all. But there are

ETFs promise instant diversification. Stocks offer control and precision. But the smartest investors know there’s a third option that combines both, and it may just change how you allocate capital. The Choice That Shapes Your Portfolio’s Destiny Most investors treat the decision between stocks and ETFs as a matter of convenience. But if you’re serious