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
37% Consensus · 10% Emerging · 9% Fading · 6% Crowded · 38% not covered
The crowded weight: GOOGL 2.6% · AVGO 2.6% · GOOG 2.4% · INTC 2.1% · LRCX 1.4% …
15% of the fund by weight sits in late-stage names (Crowded or Fading). We read 62% of this fund by weight, the rest has no graded specialist conviction.
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