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.
17% of the fund by weight sits in late-stage names
32% Consensus · 20% Early Conviction · 9% Crowded · 8% Fading · 3% Emerging · 28% not covered
The crowded weight: GOOGL 4.6% · AON 2.1% · APH 2.1% · STE 2% · BSX 1.4% …
17% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 72% 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