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.
29% of the fund by weight sits in late-stage names
25% Fading · 24% Consensus · 21% Early Conviction · 8% Emerging · 4% Crowded · 17% not covered
The crowded weight: AVGO 7.4% · CAT 3.7% · APH 3% · SYK 1.9% · ISRG 1.8% …
29% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 83% 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