Long Convexity, Long Chaos

Alexander Campbell · Campbell Ramble · April 27, 2026 at 18:06 · ⏱ 3 min read  | Read on Substack ↗
Summary
The author provides a brief performance update for their portfolio for April 2026, noting it was a difficult month. The portfolio was down approximately 3%.
  • •The author's portfolio had a negative performance in April 2026.
  • •The portfolio was down roughly 3% for the month.
  • •The portfolio is described as a '~16 vol book'.
Read time 3 min
Length 3,500 chars
Category finance
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