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.

Salama B.

Stop building their empire. It’s time to convert your 20 years of corporate leadership into a 5-figure independent practice in 90 days.

In October 2023, I reached a crossroads. Even with five job offers on the table the very next morning, I realized I just couldn't do it anymore. It was the safe choice, the one I was supposed to take, but I was done building someone else's asset. 

I had this itch to build something that was actually mine, and I knew I had to take the leap before my expertise became just another corporate commodity.

I had been following OpenAI since it first launched. I spent months perfecting the systems to ensure I wasn't just trading time for money. Crossing that line changed everything. 

Within ten months, I hit six figures and finally secured the four W’s: I choose where I work, who I work with, whenever I want, and on exactly what I want.

Since then, I’ve pressure-tested my frameworks with over 90+ professionals. I’ve refined the process into a structure that takes the guesswork out of the transition. For those who follow it, I’ve seen it lead to a five-figure practice in just three months.

You’ve spent 20+ years building their empire. It’s time to start building yours.

.→ Apply for a 1:1 Strategy Session: https://calendly.com/salamabelghali/ai-powered-executive-to-founder-strategy-chat 

→ Get the AI Leadership Edge: https://salamabelghali.kit.com/f8d805f107

Founder

Women in Web3 Global is the umbrella entity that will oversee the flourishing network of chapters around the world and manage the Women in Web3 Global Summit.

After the phenomenal growth we've experienced with the Swiss NGO Women in Web3 Switzerland, it became clear that our initial structure was ready to evolve. The NGO will continue to nurture our roots in Switzerland, dedicating its efforts to local initiatives and community building.

Women in Web3 Global is our response to the international enthusiasm and the incredible success of our inaugural Global Summit in Davos during the WEF 2024. This expansion will allow us to embrace the global demand for our mission: empowering women in Web3 & AI industries.

I cut 70% of my team's busywork this month.

Not by hiring. By deploying AI agents that run while I sleep.

Here's what concerns me.

Most professionals I talk to still think they're "using AI" because they chat with ChatGPT, summarize documents, or draft emails.

That was 2024.

In 2026, that's like being proud you can send a text message.

Things has moved. Completely.

Right now I have AI agents running simultaneously on my computer. Storing and sorting documents. Processing tasks. Handling workflows that used to eat up 3 or 4 people's entire week.

My team didn't lose their jobs. They got their time back.

70 to 80% of their hours now go toward growth, strategy, and landing new clients.

That's the shift nobody is talking about.

The gap between "I use ChatGPT sometimes" and "I have autonomous agents running my operations" is the same gap between typing a letter and building a factory.

One is a tool. The other is a system.

And if you're a senior expert going independent or building your own practice, this matters more for you than anyone.

Because you don't have a 50-person back office.

You don't have a tech department.

You have your brain, your experience, and whatever systems you choose to build around them.

I'm opening 5 spots this month for senior professionals who want to build their AI-powered independent practice from the ground up.

If you've got 20+ years of expertise and you're done letting a corporate structure own your value, DM me "AGENTS" and I'll send you the details.

Convert 20 years of corporate leadership into a 5-figure independent practice in 90 days

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$300 billion in software value erased in 48 hours.

Wall Street is calling it the "SaaS Apocalypse."

But buried inside the panic is a signal most people are missing.

One that changes the math on going independent.

Completely.

I broke it down in this week's newsletter.

Let's dive in ↓

This week, Wall Street panicked. Traders are calling it the "SaaS Apocalypse," a two-day sell-off that erased over $300 billion in enterprise software

Open article: $300 Billion Wiped Out in 48 Hours. And Why That's the Best News You've Heard All Year. by Salama B. • 5 min read

$300 Billion Wiped Out in 48 Hours. And Why That's the Best News You've Heard All Year.

The moment I knew going independent was worth it had nothing to do with money.

It was a Tuesday at 10 a.m. I was at the gym.

Another independent advisor was there too. We looked at each other and started laughing.

Not because anything was funny. Because we both remembered what Tuesdays at 10 a.m. used to look like.

Back-to-back meetings. Someone else's priorities. A calendar that belonged to the company.

Now, I work out when I want. I take the afternoon off when the sun is out. I play golf on a Wednesday.

And the part nobody tells you about: I choose who I work with.

If a client isn't the right fit, I say no. No politics. No obligations. Just a clean decision.

After 20+ years in corporate, owning your time feels almost illegal at first.

Then it feels like the only way you ever want to work again.

If you've been thinking about making this move and don't know where to start, send me a DM. Happy to share what I've learned.

taplio

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taplio

The Battle

Marcello Duarte Vieira

Salama B.

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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Performance ScoreMarcello Duarte Vieira's LinkedIn Performance