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.
20% of the fund by weight sits in late-stage names
22% Consensus · 16% Early Conviction · 14% Crowded · 6% Fading · 42% not covered
The crowded weight: GOOGL 4.5% · TMUS 2.3% · TJX 2.2% · LEN 2% · GEV 1.9% …
20% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 58% 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