I began investing in 2005 while still in medical school. In 2007, I started trading on the Brazilian stock exchange. 

By 2008, I was investing in the forex market using automated robots. For many years, I saw good returns with my stock portfolio in Brazil. 

Through day and swing trading with robots in forex, I had excellent years and others not so much; my results were unstable, though I tended to win more than lose. 

In 2020, I started investing in cryptocurrencies with robots, and in 6 months, I turned $32,000 into over $1 million. I stopped trading and exited this market upon identifying the end of that bull market cycle. 

Also in 2020, I began to study macroeconomics in depth, which became part of my analysis process, using fundamentals in my analysis as well and keeping up with new technologies. This is how I identified opportunities in cryptocurrencies, recognizing a time when the macroeconomic scenario was favorable, blockchain was an emerging technology, and then I developed a portfolio strategy that had an edge in selecting cryptocurrencies. 

Nowadays, my strategy is focused on long/short in the US stock market, aiming to buy (long) the best stocks (usually large tech stocks with high growth potential, solid business moat, but also some excellent defensive stocks) or ETFs of the best sectors and sell (short) ETFs that have poor strategies and/or prospects.

Investor

Marcello Vieira - Investidor de Sucesso

I founded 'Successful Investor' while working full time as a doctor back in 2012, teaching people how to invest more effectively.

The strategies have evolved over time, but I only teach what I do with my own money.

We now have over 15,000 students learning about investments in crypto and stocks with the goal of achieving financial freedom.

Founder

Medical Doctor

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

Jon F.

Phantom Analytics

At Phantom Analytics, we empower forward-thinking businesses to accelerate growth and dominate their markets using cutting-edge AI, analytics, and immersive technologies. We deliver personalized, high-impact data solutions that maximize operational efficiency, revenue, and customer engagement.

Our Strategic Edge:

→ Customer Data Platforms (CDP): Unify data into actionable insights that deliver hyper-targeted customer experiences.

→ Revenue Optimization: Crush inefficiencies and optimize profitability across channels.

→ Shopify Plus Development: Boost e-commerce performance with tailored solutions that scale.
Data as a Service (DaaS): Scalable, industry-specific data management that gives you an edge over competitors.

→ Custom AI & Analytics: Build adaptive, future-proof tools to meet your unique challenges.

→ AR/VR Experiences: Redefine customer engagement with immersive experiences.

→ Data Pipelines: Build bulletproof infrastructures that enhance strategic decision-making.
Our Unmatched Impact:

→ Boosted Customer Loyalty & Engagement: Achieve transformation with AI-powered, data-driven solutions.

→ Operational Mastery: Streamline operations with centralized data and automation for strategic scaling.

→ Strategic Growth: Leverage advanced insights to capture market share and fuel sustainable growth.
How We Lead:

→ Relentless Data Centralization: Gain 360° customer insights for complete control over your business.

→ AI-Powered Personalization: Tailor every touchpoint to maximize conversion and exceed customer expectations.

→ Insight-Driven Growth: Deliver strategies for sustainable success.
Notable Clients: Swivel, Peerbie, Scarselli Diamonds

Ready to unlock unparalleled growth and take your business to the next level? Join Phantom Analytics and lead your industry with cutting-edge AI, data-driven insights, and immersive technology.

Phantom Commerce Labs

Phantom Commerce Labs is the R&D segment of Phantom Analytics, dedicated to driving continuous innovation in the fields of blockchain, Web3, and AI.

→ We explore emerging technologies to create cutting-edge solutions that enhance customer experiences, streamline operations, and unlock new growth opportunities. Our mission is to stay ahead of market trends and pioneer advanced strategies, ensuring that Phantom Commerce and our clients remain at the forefront of digital transformation.

→ Through research, testing, and implementation, we develop products and frameworks that redefine what's possible in the digital landscape.

Products In Progress:
→ PhantomChain
→ PhantomXR
→ Vantage

I Help Online Brands Drive Profitability through AI. Clients include brands in the Apparel, Health and Beauty space.

I empower businesses to drive growth and optimize marketing outcomes through advanced data analytics, machine learning, and innovative customer experiences.

What We Offer:

Analytics-Powered Customer Data Platform (CDP)

Unlock deep insights and personalize experiences across industries, transforming customer interactions with platforms like Google BigQuery, AWS Redshift, and Amazon Sagemaker for scalable analytics and data management.

Revenue Leakage Detection & Optimization
Identify hidden revenue leaks and optimize every channel, maximizing profitability through precise data analysis and machine learning insights from tools like Google Cloud Dataflow and AWS Glue.

Shopify Plus Development
Scale and enhance your Shopify store with tailored solutions designed to improve user experience, boost conversions, and drive sales.

Data as a Service (DaaS)
Custom data solutions designed to fuel growth in any business sector, leveraging advanced analytics through Google Cloud Machine Learning and AWS Kinesis for real-time data processing.

Custom Analytics Solutions
From e-commerce to manufacturing, we deliver analytics tailored to your industry, using Google Cloud AI and AWS ML to power predictive insights and optimize operations.

Our approach delivers:
→ Enhanced customer engagement and satisfaction
→ Increased operational efficiency through advanced analytics
→ Data-driven insights for strategic, high-ROI decisions

With proficiency across leading cloud platforms like Google Cloud and AWS, I bring multi-cloud flexibility and high-impact analytics to help you achieve measurable growth and a competitive edge. 

Whether you're a startup or an enterprise, partner with us to harness the full potential of data and machine learning, turning your data into growth and creating exceptional customer experiences.

taplio

The Battle

Marcello Duarte Vieira

Jon F.

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