The Check · free · no account needed
Early or late? Ten seconds.
Not an opinion, a read of the evidence. We rank all 10,000+ funds that must disclose their trades by how their disclosed buys performed, follow only the specialists, and place every name on the conviction curve: early, well positioned, or late.
Early or late? Ten seconds.
Any stock, ETF or fund you own. Free, no account.
15% of the fund by weight sits in late-stage names
57% Consensus · 13% Fading · 9% Emerging · 2% Crowded · 19% not covered
The crowded weight: ELAN 4.1% · JAZZ 4% · AXSM 1.1% · BNTX 1% · XENE 0.8% …
15% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 81% of the book; the rest sits outside our US equity coverage (cash, bonds, non-US names).
Watch this fund and we'll tell you when it crosses 50% crowded.
How the read works · The live record vs the S&P 500 · Every past call, timestamped