The Check · free · no account needed
Early or late? Ten seconds.
How crowded is JSTC?
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.
13% of the fund by weight sits in late-stage names
31% Consensus · 11% Early Conviction · 7% Fading · 6% Crowded · 4% Emerging · 41% not covered
The crowded weight: MPWR 1.3% · NFLX 0.8% · FIX 0.7% · MTB 0.7% · NOW 0.7% …
13% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 59% 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