The All-Weather Investor | Building a $5M portfolio—$1M already achieved | Sharing everything I learn along the way

Strategic stock investing for Wealth Managers and Family Offices.

Wealth preservation is essential. 

But true financial stewardship requires strategic growth—built on conviction, discipline, and risk management.

Many wealth managers and family offices struggle to find stock investment strategies that deliver superior returns without unnecessary complexity. Our approach bridges that gap.

I’m Marcello, a former doctor turned full-time investor with two decades of experience in stock and crypto markets. 

Since 2016, I have worked with wealth managers, family offices, and high-net-worth individuals to implement investment strategies that maximize performance while protecting capital.

In 2020 and 2021, my momentum-based approach transformed $32,000 into over $1 million. 

Today, we refine and apply that strategy for professionals seeking an edge in the markets.

What we offer: 

↳ Institutional-grade stock strategies designed for long-term performance
↳ Risk-managed investment frameworks to navigate uncertainty with confidence
↳ Tailored solutions for wealth managers and family offices seeking scalable, high-conviction strategies

If you're looking to strengthen your portfolio strategy with a proven, data-driven approach, email me at marcello@mdvinternational.com

Marcello Duarte Vieira

Successful investing for superior returns focuses more on letting winners run and cutting losses quickly than on always predicting what will succeed, provided you're decent at spotting opportunities.

Fund Manager | Specialized Momentum & Risk-Hedged Solutions for Family Offices & Advisors | 20+ Years of Market Experience

I love stocks with strong fundamentals, but I love them even more when there's a long-term tailwind pushing them forward.

AI is speeding up the markets, making trends shorter and more volatile with sharper swings. More than ever, you need to move quickly and not always hold out for a pullback before jumping into a new trade.

You need conviction in your strategy so you can handle volatility without doing dumb things. Conviction comes from knowledge + experience.

In most market environments, strong stocks perform extremely well. The exception is bear markets and liquidity crises, where hedging matters most. Otherwise, concentrate on stocks in strong phases. Right now, memory, fiber optics, gold miners, and commodities stand out.

Great managers are great at execution. It’s not only about picking good stocks, but also about position sizing, letting winners run, and cutting losses short. I would argue that execution is even more important than stock picking.

Strategies should be built on first principles. There is no single magic formula in fundamental or technical analysis. You need to understand the concepts that truly make sense and matter most (the 80/20 rule), and have the courage and discipline to execute.

Most coaches rely on referrals because most marketing is transactional, misaligned, or simply not built for the kind of work they do.

But that reliance creates uncertainty.
Great months followed by quiet ones.
Impact limited by chance.

I help coaches create consistent demand without forcing them out of integrity.

After failing my own coaching business trying to apply generic marketing/sales playbooks, I rebuilt my approach.

Now I build simple, repeatable systems for coaches that translate integrity, clarity, and their lived experience into steady, human conversations with the right people.

No pressure.
No performance.
No pretending.

Just consistent demand for your work.

I'll happily create your growth engine for free. Schedule some time with me here:
https://calendly.com/jeremy-hamiltongrowth/growth-engine-design

Jeremy Hamilton

If you’re a coach, don’t build a coaching business

That’s not what people are buying.

Coaching is how you help.
It’s not why someone reaches out.

People don’t want a coach.
They want support inside a very specific struggle.

When you build a “coaching business,”
you compete with everyone who uses the same label.

But when you leverage coaching as part of your offer,
It turns into an advantage.

What business are you actually building?

Founder & Coach @ HamiltonGrowth | Helping coaches create consistent demand

Your method doesn’t create connection.

Connection happens when someone feels recognized.

Most people don’t care about your method.
They care whether you see what they are dealing with.

When you lead with frameworks,
You ask them to translate.

When you lead with their lived reality,
They go: ‘That’s me!’

Connection happens without explanation.

Where are you asking people to do the work?

If you offer 'Discovery calls,' you're doing it wrong

It basically means:
"I have no idea what you're struggling with"

What's worse is this:
You ask your potential client to carry all the risk
Both of you literally have no idea if this will be worthwhile

But lead with a painful problem, then offer to fix it
Whoever books a call knows exactly what to expect

One hopes you're relevant. 
The other knows you're essential.

What do you offer?

My biggest fear as a coach

I love transformation and evolution. 
With a traumatic past, there's plenty of work to do.

Plenty to heal, to move through, to become.
But the biggest fear I have yet to resolve: 

An embodied acceptance of: 
"I'm worth it."

I get to be a father. 
Love my work. 
Be happily married. 
Feel at ease.

Stepping out of survival took such inner work.
And sometimes I still worry I'm missing something. 
Feeling this free is still foreign, at times.

To all the coaches reading this:

Our work is necessary. 
WE are necessary.

You're worth it too.

Please repost to someone who needs to hear this.

Your ideal client isn't out there. Look in the mirror.

You're only ever able to help people through the stuff you've faced yourself.

Offering anything else is faking it.
People smell that a mile away.
It's also not why you became a coach in the first place.

You already know who you're for.

What pivotal moment did you go through that you now help others with?

Coaching talent is almost irrelevant to coaching success

Some mediocre coaches have full practices.
Some brilliant coaches are broke.
Same skill. Opposite results.

The difference isn't talent. It's this:

The coach creates transformation in the room. 
The business owner creates the conditions that get people into the room.

Two completely different skills. 

Both learnable. Most coaches only develop one.
They spend years getting better at coaching. 
Zero hours getting better at being found.

Then wonder why the calendar is empty.

You don't just need to be excellent at coaching. 
You need to be excellent at both. Not eventually. Now.

Which one are you neglecting?

4 months. Zero clients. Excellent coach.

Full roster 4 months earlier. 
Empty pipeline.
Zero clients.

Nothing changed about her skills.
Nothing changed about her results.

What changed was simple: 
The last 3 referrals dried up at the same time.

She leaned on reputation, not a system.

A reputation relies on other people remembering you at the right moment. 
A system puts you in front of the right people every day.

She now books 3 discovery calls a week without waiting on anyone.

How long could your business survive if referrals stopped?

Coaches overcomplicate growth. It's 3 simple steps.

Here's what a simple outbound system looks like:

1. Identify 20 people whom you’d love to work with
2. Send them a connection request
3. Name a problem they’re likely to have and offer to solve it for free

Deliver value in the call, and they’ll want to work with you.

Just a consistent habit of starting relevant conversations and delivering value.

Referrals will come, eventually. 
Conversations can start today.

What's prevented you from reaching out to people today?

I shut everything down to avoid bankruptcy

$10k in ads
496 leads
0 sales

I did what most people do when something isn't working. 
I switched strategies.
Dozens of times.

New offer. 
New channel. 
New messaging. 

But the problem wasn't my strategy. 
The problem was solving a problem nobody was desperate enough to pay for.

I powered it all down to avoid bankruptcy.

12 months later, I'm at $20k a month with more leads than I can handle.

I learned I need to focus on solving painful problems.
Then clients will follow.

Do your clients lose sleep over the problem you solve?

Give away your best stuff for free

Not a PDF. Not a webinar. 
Actually solve a real problem for someone this week.

Here's why:

People who experience your work will want more.
You proved it.

That's the shift most coaches never make.

You're out here writing content about what you do. 
Meanwhile, there are coaches out there showing them.

Telling creates skepticism. 
Proving creates trust.

And trust is the only thing that actually converts.

Solve the hardest problem your ideal client has for free.
Watch what happens.

What's the one problem your ideal clients would pay anything to solve?

Who you are isn’t relevant to grow your business

Growth was never about you in the first place.

People are not looking for you.
Your story.
Your credentials.

They are trying to get rid of a problem that hurts.

But when you lead with who you are
You make it about you

When you lead with what hurts,
You make it about them

Only one of these causes business growth.

Where are you still making it about you?

When you're a coach, don't be the hero

Every time I tried to prove I was capable and worthy
Most potential clients simply ghosted me

Storybrand taught me that there's only room for one hero in a story
And as a coach, I'm much better suited to be Gandalf. Not Frodo.

When you present yourself as "up here" and ‘look at me’, you're not building a bridge. 
You're building a wall

Our clients don't need another hero
They need a guide who's been where they are
Who knows the land and can point to Mordor

The moment I stopped proving I was qualified 
Started meeting people where they hurt 
I experience more connection and get more clients

Where are you still playing Frodo?

I booked 9 meetings last week without sending a single cold email.

No paid ads. No referrals. No "hoping someone remembers me."
Just LinkedIn.

Here's what most coaches get completely wrong:
They treat LinkedIn like a broadcast channel.

Post content. Hope someone reaches out. Repeat forever.
That's not a pipeline. That's a prayer.

The shift that changed everything:
LinkedIn is a targeting tool first. Content second.

I stopped building an audience and started 40 conversations a day.
Meetings became predictable.

9 meetings last week. 11 the week before. 8 the week before that.

The feast-and-famine cycle isn't a content problem. 
It's a system problem.

How many people have you reached out to today?

Referrals will kill your coaching business
They're a reward for past work.

You did good work. 
Someone mentioned you. 
A client appeared.

It’s not a system. 
Relying on referrals is relying on hope.

The coaches I see struggling most aren't bad at their work.
They've confused being good with being found.

Being good keeps clients. 
Being found requires something else entirely.

How many of your last 5 clients came from something you did intentionally?

I used to wake up every Monday not knowing where my next client was coming from.

That was 18 months ago. 
Last Monday, I woke up with 6 meetings already on the calendar.

What nobody tells you: unpredictable revenue isn't a talent problem.
It's a system problem.

Most coaches are great at what they do. 
They just never built a system to show it.

Content builds credibility. 
Outreach builds pipeline.

Do both daily and revenue stops being a mystery.

The coaches I work with go from "waiting to be found" to 8-10 meetings a week within 90 days.
Not because they got better at their craft.

Because they stopped leaving their growth to chance.

How many of your last 5 clients came from referrals?

The message that booked me 6 clients in 2 weeks wasn't clever.

It was simple.

I stopped writing outreach that sounded like outreach.
And opened with the exact moment I realized referrals were killing my business.

That's it.

Whoever experiences that same problem resonates strongly with it.
They didn't need to trust my credentials.
They trusted that I understood their pain from the inside.

Response rates went from 4% to 31%. 
Same audience. Same offer. Completely different message.

Nobody responds to "I help people like you."
Everyone responds to "I've been exactly where you are."

What was the moment you knew something had to change?

Referrals don't require you to know what you sell

I asked a 15-year veteran what he offers.
He couldn't answer.

Here's the thing: he didn't need to.

His clients loved him. 
They told their friends. 
His pipeline stayed full without him ever having to explain himself to a stranger.

Referrals don't require you to know what you sell.
But client acquisition does.

The moment his referral network slowed down, he had nothing.

Not because his work got worse. 
Because his business had never learned to speak for itself.

Referrals are a reward for good work. They are not a growth strategy.
The two feel identical until the phone stops ringing.

What would you say if a stranger asked what you sold right now?

Coaches who panic in Q1 have this 1 thing in common

Most coaches are one or two people away from feast or famine.

One contact moves jobs. 
One client gets busy. 
One advocate doesn’t mention you.

And suddenly a business that felt stable feels precarious.

The problem isn't that referrals are bad. 
The problem is that they're invisible until they stop.

You can't measure them. 
You can't accelerate them. 
You can't replace them on demand.

Coaches who build pipelines don’t abandon referrals. 
They build something in parallel.

What does your pipeline look like outside of referrals right now?

A personal message does not mean manual

Most messages feel automated because they are generic.
Not because they are sent by a system.

When you lead with a specific problem,
Even automation feels human.

But when the message is vague,
Even voice notes feel cold.

Systems amplify both.
They don’t fix it.

Is your message clear? Automate it!

You wear enough hats.

The best niche I ever found was hiding in the worst year of my life

I ran a coaching business into the ground.
Not because I wasn't good. Because I had no idea how to get clients.

Out of the ashes, I built again. This time I figured it out.
Built a system. Filled the calendar. Started getting consistent results.

And then it hit me.
The thing that almost broke me was the thing people needed most from me.

I stopped trying to help everyone.
And started talking to coaches drowning in the exact valley I'd just crawled out of.

They didn't need convincing. They needed someone who'd already crossed.

Your most painful chapter isn't baggage.
It's your positioning.

What problem did a past version of you spend way too long figuring out alone?

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The Battle

Marcello Duarte Vieira

Jeremy Hamilton

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taplio

The Battle

Marcello Duarte Vieira

Jeremy Hamilton

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Marcello Duarte Vieira's LinkedIn Performance

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Ready to grow your LinkedIn presence?

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