Portfolio Intelligence
Kelly criterion — 40 positions · May 2026
+23.6% exp. return
$1,002.89 AUM
Total deployed
$1,001.90
40 fractional positions
Expected gain
+$236
Blended ~23.6% return
Avg beta
1.57
Across all positions
Asset classes
3
ETFs · Stocks · Crypto
Allocation by class
Growth ETFs 42%, Growth Stocks 45%, Crypto ETFs 13%
Growth ETFs
$447.76
44.6%
Growth Stocks
$463.76
46.2%
Crypto ETFs
$91.37
9.1%
Risk distribution
Low
Med
High
V.High
16 low
17 med
5 high
8 v.high
Beta distribution: Low avg 1.0, Med avg 1.4, High avg 1.9, V.High avg 2.5
Position treemap — sized by $ allocation
All
ETFs
Stocks
Crypto
All positions
All 40
ETFs
Stocks
Crypto
Ticker
Thesis
Class
Beta
Risk
Conv
Kelly %
$ Alloc
Exp Ret
Allocation
Expected return vs beta
Scatter plot showing higher beta generally correlates with higher expected returns.
Top 10 by $ allocation
Top allocations from VUG at $40.92 down to TYL at $38.51