Strategy report · Updated Aug 5, 2026
What's working for @joe.investss on Instagram.
Joseph Jiang | Investor | Personal Finance
118.6K followers · 116 posts
“21 | wa | wsu 📍 📈helping you understand investing & money 📩collabs & ugc: [email protected] 👇My full portfolio + free resources”
Engagement rate
1.75%
Per post, last 90 days
Posts per week
2.3
Niche avg 5.0
Average likes
1.9K
206 avg comments
Post mix
Last 90 days · 116 posts indexed
01
Top-performing posts
The three posts pulling the most engagement in the last 90 days.
reel 19.49% engagedHow to open a Roth IRA step by step. Click the link in my bio to open your Roth today & get a free bonus match! Follow to learn more about investing/personal finance 📈 Comment “stocks” and i’ll send you my entire portfolio for completely free 🤝 #investing #stocks #roth #retirement #financialfreedom
reel 4.36% engagedAI Infrastructure breakdown 🏭 Click the link in my bio or comment “stocks” and i’ll send you my entire portfolio for completely free 🤝 Follow to learn more about investing/personal finance 📈 #stocks #investing #ai #stockstowatch #personalfinance
reel 4.22% engaged3 Etf’s that have outperformed the s&p500 for 5 years straight 📈 Click the link in my bio or comment “Etf” and i’ll send you my entire portfolio for completely free 🤝 Follow to learn more about investing/personal finance 💵 #stocks #etf #personalfinance #investing #financialfreedom
02
Content pillars
AI-clustered themes the account posts about, with example posts pulled live from Instagram.
03
Posting rhythm
Cadence and timing patterns over the last 12 weeks.
2.3 posts/week
Niche benchmark · 5.0/week
Best days
Thursday · Friday · Saturday
Best hours
7-9am · 12-2pm · 6-8pm
04
Signature hooks
Caption patterns the account reuses across high-performing posts.
[X] stocks I'm buying [emoji]
Used 5×Comment "[keyword]" and i'll send you [resource] for free
Used 14×[X] things/apps/steps you need to [achieve goal]
Used 5×Here's what's worth it and not / worth every penny
Used 2×Unlock signature hooks
Continue to Postana to put this strategy to work with a paid content plan.
Build my content plan with Postana05
Strategy summary
What's working, what to fix, and what to ship next.
TL;DR
The single strongest lever for @joe.investss is doubling down on evergreen personal finance tutorials. Post 10 (Roth IRA how-to) pulled 22,808 likes, more than four times the next best performer, with zero reliance on timing or market news. Stock pick lists are the second engine, with posts 1, 15, 29, and 24 all clearing 2,000 to 4,600 likes, while earnings-recap reels (posts 3, 9) average under 300 likes and should be cut or folded into broader stock-pick content.
The biggest leak is sponsored content frequency. At least 5 of 30 posts are paid placements, and every one of them underperforms organic content by 50% or more on likes. Post 6 (Moomoo ad) earned 498 likes versus post 15's 4,168 on a similar ETF topic. The comment-for-resource CTA appears in roughly 14 of 30 posts and is clearly working as a list-building tool, but the formulaic repetition is eroding caption creativity.
At 2.3 posts per week the account is well below the 5-post benchmark for this niche, which limits algorithmic reach. Publishing 4 to 5 reels per week, weighted toward stock picks and foundational finance tutorials, with sponsored posts capped at one per week, would materially close the growth gap.
Working
4- Evergreen how-to reels like the Roth IRA walkthrough (post 10) produce outsized reach and should anchor the weekly schedule.
- Stock pick list reels consistently clear 2,000 plus likes and generate strong comment volume through the free portfolio CTA.
- Income transparency content (posts 22, 27) builds personal trust and drives high comment rates relative to like counts.
- The comment-keyword CTA is an effective list-building mechanism that also signals high intent to the algorithm.
Risks
5- Sponsored posts average under 700 likes and drag overall account engagement down, cap them at one per week.
- Earnings recap reels (posts 3, 9) average under 300 likes and have no evergreen value, cut or reformat them.
- Caption hooks on lower-performing posts are generic, vary the opening line beyond just a number and an emoji.
- Posting cadence at 2.3 per week is too low for this niche and limits algorithmic distribution.
- Creator lifestyle content (post 19) lacks a clear finance angle and confuses the account focus.
Ship next
5- Produce one evergreen personal finance tutorial reel per week targeting a top search term like Roth IRA, index funds, or emergency fund.
- Increase cadence to 4 to 5 reels per week by batching stock pick and credit card content on the same filming day.
- Audit sponsored deal frequency and negotiate fewer, higher-CPM placements rather than frequent lower-CPM integrations.
- Test opening hooks with a bold contrarian claim or a specific dollar number in the first two seconds to lift watch-through rate.
- Repackage the top five posts by likes into a saved highlight or pinned carousel to extend their discovery window.
Unlock the full strategy
Continue to Postana to put this strategy to work with a paid content plan.
Build my content plan with Postana













