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.

(1) Getting B2B CMOs a LinkedIn-literate team | (2) 12-week enquiry generation program *only* for consultants | +$300K in client pipeline | Message "Curious" to know more.

"Popular" content never impresses buyers.

It impresses the "LinkedIn Famous" (who don't buy from you.)

If posting worked,

And 5 of your team members just posted then everyone would be winning.

After working with leaders from multiple B2B industries, dealing with complex buyer behavior, and business problems....

It's *always* about sales psychology.

What triggers your clients?

What makes them go "We need this team on our side ASAP"

Content, profile, DMs are methods, 

The core is the trigger.

Once you figure out what makes them tick, you are golden.

You learn that with training. 

In 6 weeks business starts coming in,

In 12 weeks our partners need to outsource because they are over occupied.   

Many spend $15K for months and see no growth at all...

Which is why I want you to vet me.

Because if you want a solid business, you need a solid partner.

I would do the same.

My only condition is you evolve. I hate un-invested people.

You can see my case studies now, message me "Curious."

Ciao.

Sadiya Mulla

“Nice” founders are never DM’d by buyers. Because they. Just. Don’t. Shut. Up.

If you are just a creator whose business model is followers, share it all. 
Sell cohorts and $39 templates.

But if your business model is to stop companies from crashing on hot concrete via your solutions

and exchange $20k–$120k in return –

Be very careful about how much you give away.

Because serious enquiries only happen when there is a huge gap between what the buyer knows and what you know.

The moment they see you as an encyclopedia
You have the same value as a Google search

They feel no pull to work with *you.*

Because your approach told them your consulting is free and accessible 24/7/365.

They have 0 curiosity to DM you.
To get private access to your mind.
Instead, they will use you to browse options.

And find someone “better” to DM.

Simply put,
If buyers can't mentally justify buying access to you -

They won't.

Sadiya M.

Hate ads, so I nailed inbound · Engineering B2B enquiries for $45k–2m deals · Deploying in-house sales

Founders who post “consistently” are the bane of their own existence.

More content does not cause more enquiries.
More content does not cause more enquiries.
More content does not cause more enquiries.
More content does not cause more enquiries.
More content does not cause more enquiries.

Content is a half-asleep trigger.
It only triggers serious buyers *if* your presence is nailed.

And I don’t mean a nice profile headline and a loud banner.
Your buyers couldn’t care less that you post 25x a month.
Or that you have 10 case studies.

Your. Profile. Is. Your. Disposition.

When its wrong, buyers don’t DM.
They mentally blacklist your name and justify it as:
“Too pushy”
“Didn’t feel the pull”
“Not interesting enough”

When I start with a company -
The first phase is their perceived market value.

Then, the productized service map.

Then, the founder’s story.

That’s what triggers content.

And that’s what forces content to trigger the best inbound.

I love working with 55+ founders. We use “boomer” as an insult, but these folks are THE business builders.

They've watched the industry break and regrow many times.

Heck, they made the industry what it is today.

They know when the hype is just noise.
And when serious change is coming.

So when we start working, they tell me this outright:

“I want less random posts or followers.
I want a strong circle of partners (buyers).
I want to build a legacy.”

This looks like:
Way less noise in their business.
No FOMO strategy changes.
No cringe tactics.

They don’t doubt themselves no matter who yells online.

I know they are bound to win.

DMs from prospects NEVER start with “Hey, we need help. What’s your price?”

But with 2 paras explaining:
a. What they want
b. Where they are stuck
c. A request to hop on a call. ASAP.

Every business needs reliable partners now more than ever.

But when you push for more salesy content, lead magnets, and likes

They think you are a mere creator.

Not an actual service.

While I was building their inbound system

My clients were having dinners with their prospects.

Not worried about where the next enquiry will come from.

They call less.
Play golf.
Sell high.

I will bet on a 55+ founder over an “AI, tactics, go viral” founder any day.

“Ideal clients never like our posts. BAD sign for inbound...?” my greentech client asked. I sighed, this myth never dies. Here’s the truth:

His buyers were fin. institution CEOs AND their close advisors (more imp. than buyers). Deal size anywhere from $200k to a million.

I asked him: “Did YOU like any of my posts before you approached me?”

Client: “No."

“Did you like them after we started our partnership?”

Client: “No.”

“Why do you think prospects would stick their neck out to like your posts then? Especially with problems that need large capital.”

Client: /still processing/

Me: “It’s like expecting mice to dance in front of a starving, feral, ginger cat.”

He got the mechanics at play. 

Buyers never like posts because they hate being seen. Being pitched.

And with tools like Clay, it’s easier than ever to call some stranger a prospect and DM them every 18 hours.

Companies that are serious about you will NOT show up with weak signals like reacting to your posts or asking stuff in the comments.

They lurk.
They judge you.
They check if you can be trusted.

Then they DM you.
On their terms.

That's inbound 101.

So if an ideal client actually likes your post,

that’s a bad sign.

They want free info.
They won’t sign with you.

Likes don’t predict sales;

The trifecta of selling signals do:
I. Profile views (repeat views >>>)
II. Silent follows
III. Companies in search appearances

“Never thought LinkedIn was this powerful,” said my client after 5 posts and $2mn in DMs. I could hear the smile in his voice. All because I went anti-influencer;

4:30 am. I wave to my client sitting in windy Texas.

Their real estate project will launch soon —

His LinkedIn has no hint of it.
No demand from investors.
No interest from partners.

He assumed he needed:
• a PR agency
• conferences
• 10,000 cold emails
• a 132-slide deck
• a team of 12

To make it happen.

He requests me to take over his LinkedIn. Build his authority in the market.

But I know what's coming.

So I map the LinkedIn campaign at dawn. 

His partner nods to it.
I execute. We go live.

They expect “press leverage.”

The next day:

He opens his DMs.

He gets enthusiastic messages to meet up over brunch. 

Strong real estate and multi-industry partners and investors. 

He sends me a thank you. 

All DMs were:
• Long paragraphs with business details 
• What they expect to achieve
• How much capital they want to invest
• When they can meet in person

Serious. Intent. To. Partner. Up.

7 posts.
Across 4 weeks.

Outperformed the avg. 30 posts/month “strategy.”

No video.
No sob stories.
No salesy CTAs.
No lead magnets.

Just LinkedIn engineered right.

1 prerequisite for serious inbound: say less.
In your content.
In your Calendly.
In your profile.
In your DMs.
On your site.

Context is only appreciated when the buyer’s mind asks for it.

Teaching product design didn’t get my client any DMs.
Even after making 4 people post 4x a week.
Even with FAANG case studies.

The moment his posts started questioning the state of the buyer’s company -

Buyers started pitching him.

Make them crave it.
Or they won’t DM you.

Ciao.

Don’t expect $35K prospects when you have a $200 LinkedIn.

Buyers aren’t sitting there waiting for you to finally show your worth.

They are swiping fast and choosing your competitors because they •look• better.

So while you question why they choose companies that don’t have nearly enough case studies

And shady, lousy, embarrassing execution -

You don't see that your LinkedIn looks shady, lousy, and embarrassing, too.

Even if your work speaks for itself, no buyer will DM you and wait for you to slowly reveal how great you are.

You are not in a romance novel.

Either upgrade your profile and prospects' touchpoints so they know your worth and finally DM you.

Or drop your expectations of getting great prospects. Take in cheap clients.

Ciao.

When your dream is $120K DMs on a random Tuesday - be careful with what you make your selling point.

Every founder who approaches me has the same posts:
“I almost quit this month...”
“We hit $450K MRR. DM us.”
“Launched our latest dashboard for rapid prototyping.”

Buyers. Don’t. Care.

They are not here to emotionally bond with strangers.
They are frustrated and searching for 1 solution:

The right company they can give full project ownership to.

You can’t be that solution if your selling point is still:
“XYZ in 90 days”
“Ex-Google Design Head”
“I help businesses build better systems.”

There is no lack of expertise. The accounts I audit add massive revenue to their clients’ businesses.

They have saved entrepreneurs from their own worst mistakes.

Yet new buyers never DM them,
even months after posting.

Because in the buyer’s mind,
they have 0 value.

You cannot ignore market reality if you want to win.

Your inbound doesn’t suck because you don’t have what it takes.

But because you haven’t built that value in the buyer’s mind.

“Authenticity” is NOT a public right; it’s a privilege.
And it’s why clients don’t DM you.

Ask me why you don’t get serious enquiries on LinkedIn -

And I will ask you why you use LinkedIn as your therapy room.

Your buyers don’t care that you slept on the office floor with no pillows.
Or that you are building in public for the 167th day now. 
Or that you hit $5m 3 years ago. But felt numb.

They need you to be a partner.
They need your content to *subtly* prove your mastery. 

So they can let go once you take over.

Instead, their feed is full of “I am the most vulnerable” people.

Inbound is simple when you know your real selling points.

And they sure aren't coming out of pop psych slang and trauma speak.

You aren’t actors.
You aren’t just creators.
You aren’t enlightenment gurus.

Your business comes from clients, not followers.

Your business lives on potential clients’ opinion of you.

And on the relief they feel because you signed the contract.

Your best inbound will happen when your value is undeniable.
Not when your feelings are. 

Ciao.

taplio

The Battle

Marcello Duarte Vieira

Sadiya Mulla

Followers

Posts

Engagements

Likes

Performance ScoreMarcello Duarte Vieira's LinkedIn Performance

Performance ScoreSadiya Mulla's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Marcello Duarte Vieira

Sadiya Mulla

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

Performance ScoreSadiya Mulla's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreMarcello Duarte Vieira's LinkedIn Performance