Investor Due Diligence Report
This is a model stock portfolio comprised of real investments made on the 1st trading day of each week. Portfolio returns as of Mar 20, 2026: +16.79% per year versus benchmark's 13.01% ($SCHD) & 11.01% for S&P 500 (Large-Cap Companies) equal weight.
2K
140 paid
0%
Insufficient data
11 of 30 days needed
Pricing
$9.99/mo
$99/yr annual option
$1K
140 paid subs
$1K/mo – $1K/mo(±0%)
3.8
0.19%
(comments + likes) / subscribers
~3x per week
2.8 posts/week
69/100
Consistent (~4.1d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Stephen Leeb, PhD > Turbulent Times Investor | 311K | +7.2% | Free | substack |
| @andrewchen | 255K | +0.2% | $10/mo | substack |
| Linas's Newsletter | 121K | +0.4% | $34/mo | substack |
| Topdown Charts | 53K | N/A | $350/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 2K | $1,271.06 | — |
| Mar 2026 | 2K | $1,271.06 | ~0% |
Platform Dependency
Hosted on substack subdomain
Publishing Consistency
Variable publishing frequency
Key Person
Single-author publication — key-person dependency
Audience Concentration
Consistent engagement across posts
Subscriber threshold
2K subscribers — below the 3K category median (based on 750 newsletters)
Has paid tier
Active paid subscription offering
Peer monetization
100% of 585 similar-size peers in Finance have paid tiers
Pricing position
$9.99/mo vs $1,980.95/mo category average (1207 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $10 | $99 |
Disclaimer: This report is generated automatically based on publicly available data and proprietary estimation models. Estimated subscriber counts are derived from engagement patterns and should be verified through direct disclosure. Revenue estimates are based on known pricing and estimated paid subscriber counts. This report is for informational purposes only and should not be the sole basis for investment decisions.
| Component | Score | Weight |
|---|---|---|
| Engagement Rate | 55/100 | 30% |
| Paid Subscriber Ratio | 75/100 | 25% |
| Growth Consistency | 100/100 | 15% |
| Publishing Consistency | 48/100 | 10% |
| Lupton Capital - formerly Jonah’s Growth Stocks |
| 43K |
| N/A |
| Free |
| substack |
Revenue Model
Active paid subscription tier