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.

Sara Simmonds

CEO Impact Innovator | Helping Purpose Driven Entrepreneurs Scale to $1 Million, $50 Million and Beyond | Follow Me For Systems On Sustainable Growth 🌎

Impact Innovator OS: 

The #1 In-House Growth System For Mission-Driven Founders, Conscious Coaches, and Innovators To Build Sustainable Scale As A Category Of One Business.

I help innovators simplify their business to a category of one so they can build sustainable scale to 7 figures, 8 figures and beyond.

I spent over a decade on the table as a buyer controlling $100M+ budgets for billion-dollar retailers. 

In 2006 I saw something that changed everything.

The Problem:

Each year, $49 trillion is spent on products & services globally. But buyers only choose the top 1% of businesses. The ones who lead as a Category Of One. The rest struggle. Their innovation never scales. It ends up as waste.

Why?

Corporations dominate because they know something most innovators don't: the proven system to lead as a Category Of One business.

My Mission:

I quit the corporate world to figure out how innovators who want to make an impact can actually scale.

My first company, Sharkah Chakra - The World's First Feel Good Sustainable Jeans Brand. I used my buyer intelligence to create a sellout launch. 

But we spent $150K trying to simplify our complex innovation. We outsourced our growth system to agencies. Our funding ran out.

The insight hit me: 

Entrepreneurs aren't taught to think like buyers. We think like sellers. We outsource to experts instead of building our own systems like corporations do.

My Second Company Changed Everything:

With Bespoke Your World, I built an in-house system to scale as a Category Of One. 0 to $300K in 12 months with the world's top 0.1% clients. Organically. No ads.

Then innovators started asking for the game plan.

So I Built Impact Innovator OS:

One integrated system using my Billion Dollar Buyer Intelligence Framework. 

Purpose. Positioning. Offer. Sales. Marketing. Organic scaling methods. Everything in house. Everything you own. Forever.

Founding Member Results:

→ Carol: $200K launches, scaling to $50M
→ Jo: $2M to $4M growth in 12 months
→ Amy: 0 to $300K launch in 90 days
→ Marie & Jason: 30% profit increase
→ Paula: Successful Exit Less than 12 Months

This Is Bigger Than Business:

This is a movement for every innovator working tirelessly to build a better world. For those who refuse to let their legacy innovation become part of the waste problem. For those ready to transform how we consume, how we scale, and how we lead.

Founding Member Access (Limited Spots):

DM 'SYSTEM' for founding member details
DM 'MASTERCLASS' for registration link
DM 'NEWS' for newsletter

Business Mentor

For a long time, I thought success was something you arrive at.

A destination.
A big moment.
A finish line.

I was wrong.

Success is built in the quiet moments no one applauds.

Last week, while hiking, I noticed something simple, but powerful.

I didn’t reach the top by feeling confident.
I didn’t reach it by having a perfect plan.

I reached it by choosing to move when stopping would’ve been easier.

Not fast.
Not perfectly.
Just forward.

That’s when it clicked:

Resilience isn’t loud.
It isn’t heroic.
It’s ordinary.

It’s the decision to keep going when you’re tired.
To keep building when you’re unsure.
To keep showing up when results are invisible.

My business didn’t grow because I had clarity every day.

It grew because I honored small progress:

One conversation.
One action.
One honest attempt.

Over and over again.

You don’t need to see the whole road.

You don’t need to know how it all works yet.

You only need to respect the step that’s in front of you.

Do that long enough…

And one day you look back and realize:

You’re much further than you ever imagined.

Keep walking.

Founder, Impact Innovator OS | The #1 Buyer Psychology Growth System for Mission Driven Founders, Conscious Coaches + Innovators to Scale Sustainably $1M-$50M+ as Category-of-One

Ten years ago, I made myself a promise.

One day, I would walk the trails of El Chaltén in Patagonia, not as an escape, but as a reminder of why I chose this path.

That hike wasn’t just about the mountains.
It was about following the footsteps of innovators who refused to compromise on what mattered.

The person who carried me through the hardest years was Yvon Chouinard, founder of Patagonia, the billion-dollar brand that was never meant to be one.

Yvon wasn’t a businessman chasing money.
He was a broke climber who simply wanted better gear.

So he taught himself blacksmithing.
Made tools for his friends.
Sold them out of his car for $1.50 each.

He didn’t set out to build a unicorn.
He just refused to abandon his values.

When being a purpose-led founder nearly broke me
when every part of me wanted to give up

I remembered his words:

“Impossible is the lamest of excuses.”

And I realised something important.

Quitting doesn’t make life easier.
It only delays the dream.

Because dreams don’t disappear.
They wait.
And they return louder.

What stopped me from walking away was understanding this:

Everything is figure-out-able including sustainable growth.

Just as Yvon built for climbers, I’ve spent the last ten years building for purpose-led founders.

When there wasn’t a roadmap, I created one.
And that work became Impact Innovator OS.

So here’s the question I keep coming back to:

What would change if you realised your purpose isn’t the obstacle, it’s the path?

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Talks about #impact, #entrepreneurship, #productinnovation, #businessinnovation, and #businessmentorship

Founder, Impact Innovator OS | The #1 Buyer Intelligence Growth System for Mission Driven Founders, Conscious Coaches + Innovators to Scale Sustainably $1M-$50M+ as Category-of-One

The secret to 6 and 7 figure sales increase (no matter the industry or objections):

The world feels quite uncertain at times.

But building sustainable growth CAN feel certain.

I was just speaking to a founder yesterday. 

She was stressed about sales. 
People who were paying less wanting more.

I hear you. 

It's HARD.

You're not powerless against the market. 

Trust me, you're not. 

Social selling is the answer to your problems. 

So here's is my solution to help you sell 24/7:

Be where your dream clients are.

Both online AND offline. 

Here are the 9-steps for the social selling formula:

1. OBSESS over your ICP: who/where they are
2. Focus only on this EXACT ICP online/offline 
3. Build EVENTS to educate your ICP
4. Plan your 2026 monthly events schedule 
5. Collaborate to connect to new audiences
6. Build your dream strategic partnership list 
7. Launch your events 
8. Analyse what works and what doesn't 
9. Repeats refine and scale 

Your social selling game plan should be incredibly simple, yet work incredibly well.

You and your team should understand it. 

Simplicity sells.
Simplicity scales.

Together we will transform our world.

P.S. We have a few slots left to sign up for our March 3rd Masterclass to get the growth secrets for FREE: https://lnkd.in/e6S62RhM

See you soon!

Starbucks learned a painful truth the hard way:
Purpose doesn’t save a business. Clarity does.

When Starbucks’ CEO recently reflected on their strategy, he admitted something rare:

They lost focus by chasing a version of “purpose” that diluted what made them great.

Not because purpose is wrong.
But because it became vague.

When your mission gets fuzzy, execution follows.

You can’t build community if you can’t deliver great coffee.
You can’t change the world if you’re failing your core customer.

Strong brands don’t start with “What impact can we claim?”
They start with “What do we do better than anyone else?”

Then they build impact from there.

That’s the difference:

🚫 Purpose as decoration
✅ Purpose as infrastructure

Real purpose isn’t a paragraph on your website.

It’s the filter behind every decision:

Who you hire

What you build

Who you say no to

How you operate

Patagonia doesn’t treat sustainability as a marketing angle.

It treats the business as a vehicle for the mission.

Product excellence isn’t separate from purpose.
It is the purpose.

If your operations contradict your message, your audience will feel it.

Stop attaching purpose after the fact.

Design your business so purpose is unavoidable.

Build from it.
Operate through it.
Let everything else be downstream.

If you want weekly insights on building brands that matter and win,
subscribe to my newsletter here: https://lnkd.in/dsVQABvv

Founder Impact Innovator OS | #1 Buyer Psychology Growth System for MIssion Driven Founders | Scale to $1-$10MN as Category Of One

When Standing for Something Gets Expensive And You Choose It Anyway

Most brands talk about purpose.

Very few are willing to risk anything for it.

Ben & Jerry’s just showed what real purpose looks like.

Founders Ben Cohen and Jerry Greenfield recently launched a campaign to reclaim control of their company from parent company Unilever, saying the corporation has restricted Ben & Jerry’s ability to speak and act on its social mission.

They’re not protecting a product.

They’re protecting a point of view.

As the founders put it:
Ben & Jerry’s became successful because people know it stands for something bigger than ice cream.

And here’s the part most people miss:

Purpose didn’t hurt their growth.
It fueled it.

Ben & Jerry’s has outperformed other Unilever ice cream brands in multiple recent years.
Their activism has driven massive engagement, loyalty, and list growth.
Thousands of people actively choose them because of what they stand for.

Even when Unilever allegedly removed their CEO over his commitment to the brand’s social mission, the founders didn’t retreat.

They pushed harder.

That’s the line between marketing-purpose and lived-purpose.

Real purpose isn’t a tagline.
It’s not a campaign.
It’s not something you keep only when it’s convenient.

Real purpose costs you leverage.
Control.
Comfort.
Sometimes money.

And you choose it anyway.

Two founders in their 70s could be enjoying a quiet, ultra-wealthy life.

Instead, they’re challenging a multi-billion-dollar corporation to defend the soul of what they built.

Not for headlines.
Not for profit.
For integrity.

Here’s the takeaway:

You don’t scale by diluting your values.
You don’t win by becoming safer.
You don’t build iconic brands by trying to please everyone.

You build them by standing so clearly for something that the right people feel it in their bones.

When purpose costs you something and you still choose it -
people know you’re real.

And real brands don’t create customers.

They create believers.

Most companies retreat the moment values become inconvenient.

Category-of-one founders double down.

Because they understand:

Purpose only becomes powerful once it has a price.

Your move:

What are you willing to defend when it would be easier not to?

DM HELL YA if you want to join Impact Innovator and build businesses that change the world.

Warm wishes,
Sara

Exciting news: I just heard one of our members signed a multi billion dollar partnership... 

(90 days ago, they were treading water)

We used my Billion Dollar Buyers Guide to achieve this goal (after years of trial and error).

And it all started by growing a business with a purpose with a fouder who has a heart. 

To be honest, it's easy. 

Someone shared this in my masterclass:

"Sara, with so many competitors today, business is hard, but your systems make it easy to stand out and scale."

Being overlooked is a real problem today for founders, and it no one's fault. 

Buyers will love you, but they need to understand these 7 things:

1. Your Unique Business Hook
2. How your Offer changed your world first
3. How your Offer changes others' worlds second.
4. Why you are a must have now and forever
5. How to sell you in one sentence 
6. Who your followers are
7. Why are you the number one in what you do

This list is a game changer for 2026, to stand out, get seen, sell in, and sell out.

Give buyers instant clarity on your unique power and purpose.

Let your brilliance shine.

If you'd like to know more billion dollar buyer secrets, sign up for my newsletter here:

https://lnkd.in/dsVQABvv

Together we will transform our world.

10K Clients. $300K Launches. $300K+ Funding. Billion-Dollar Partners.
Member wins from just the last 7 days.

I didn’t set out to become a business growth mentor.

I became one because I spent years trying to scale… and watching other purpose-led founders struggle with the exact same problem.

Here’s what I discovered:

Scaling isn’t hard because you’re not working hard enough.
It’s hard because innovation is complex—and buyers crave simplicity.

Buyers want to instantly understand:

Who you’re for
What you solve
Why you’re different
Why they should trust you

You can’t outsource that clarity.

Because it’s connected to everything:
Your positioning.
Your offer.
Your pricing.
Your marketing.
Your sales process.
Your brand story.
Your thought leadership.
Your community.
Your impact.

Buyers don’t look at these as separate pieces.
They see your business as one system.

And they decide in seconds if it makes sense.

I spent 20 years inside buyer behavior and buying decisions learning how that system actually works.

After my own painful experience buying fragmented “expert help,” I built a buyer-centric framework that creates certainty around how to scale:

✔ One holistic system
✔ One custom roadmap
✔ Five steps to sustainable growth

What I see every week:

Founders go from invisible → category leader
From inconsistent sales → $300K launches
From no funding → hundreds of thousands raised in 90 days

Not because of hacks.
Not because of funnels.

But because their entire business finally makes sense to buyers.

This framework is for conscious founders, coaches, and consultants who are ready to scale with integrity.

(I personally invite only the top 1% into the program.)

If this resonates and you want to understand how the framework works, join me live:

👇 Free Masterclass – Next Tuesday
The 5 Steps to Build Sustainable Growth

https://lnkd.in/dqNVxTFy

It’s time to unleash your unique brilliance.

Systems = Your License to Step Back

Most founders think systems are about tighter control.

More rules.
More approvals.
More oversight.

But real systems do the opposite.

They give you the confidence to step away.

Great systems are not built so you can monitor everything.

They’re built so things run even when you’re not watching.

Recently, I took time off without checking Slack.
No daily standups.
No constant pings.

The business kept moving.
Clients were supported.
Work went out on time.

Not because I was hovering.

Because the team had clear outcomes, clear frameworks, and real ownership.

Here’s the difference most founders miss:

Control-based systems say
“Follow this exact process and ask me before acting.”

Ownership-based systems say
“Here’s the result we need. You decide how to make it happen.”

Control-based systems create dependency.
Ownership-based systems create leaders.

Control-based systems make you the bottleneck.
Ownership-based systems make you optional in day-to-day operations.

And being optional in daily operations is not a risk.

It’s the real definition of scale.

So the better question isn’t:
“How do I track everything?”

It’s:
“How do I build systems that don’t require me to track everything?”

When your systems work, you don’t feel anxious stepping away.

You feel calm.

That’s not losing control.

That’s finally earning freedom.

Companies that tackle "impossible" problems are achieving 400% higher returns.

This is the trend 99% are overlooking.

Businesses chasing quick wins are failing rapidly.

However, the 1% of entrepreneurs addressing seemingly insurmountable challenges to improve our world?

Purpose-driven companies recorded 400% greater returns on the stock market compared to the S&P 500. 

Brands that enhance quality of life outperform the market by 120%.

The problems that cautious investors deem "unprofitable" are, in fact, generating the most value.

Here's the evidence:

Companies that align purpose with business report 25% higher revenue and 22% higher pre-tax profit. 

Purpose-aligned companies: 31% profit increase. Others: 3%.

Why does solving the "impossible" yield more than addressing the obvious?
Because impossible problems face no competition.

While everyone competes over marginal improvements, purpose-led companies forge new categories.

They are not competing; they are pioneering.

Companies solving easy problems = Commodities
Companies solving difficult problems = Monopolies
Companies solving impossible problems = Movements

Purpose enterprises grew by 1,681% while the S&P 500 averaged 118%.

Every boardroom dismisses these opportunities. Every spreadsheet indicates "no return on investment."

And that is precisely why it works.

The market rewards the courage to tackle what others avoid.

5 Reasons Purpose Is Winning

How I Sold A Billionaire a 50K Offer in 7 days (using my buyer psychology intelligence framework) 

I was talking to one of my team members the other day, explaining my buyer intelligence framework

That I teach Founders

Sara's 5 steps in Sustainable scale

1. Transform to a Category Of One
2. Focus on what you deliver that is a High Impact Offer
3, Implement a Social Selling Game Plan
4. Build a "Real Power Is You" Mindset
5. Stemise everything

And we got talking about step 3 Implement a Social Selling Game Plan

The first time I used this method, I built a $300K launch from scratch

The second time, I sold a Billionaire a $50K High Impact Offer in 7 days

The secret sauce of HOW I did that - I will reveal in my LIVE Masterclass Next TUESDAY

If you want to lift the veil on digital marketing, that is so simple that anyone can do this

And on what buyers really want to buy today to close 5, 6, and 7 figure deals

Join my live here: https://lnkd.in/dqNVxTFy

Most founders think they need a louder brand, a prettier website, or a “more unique” offer.

That’s why they stay invisible...
While weaker competitors get chosen.

I spent years inside billion-dollar buyer rooms watching how real decisions are made.

And here’s the uncomfortable truth:

Buyers don’t choose the “best” offer.

They choose the offer that aligns with 5 specific buyer decision criteria almost no one understands.

On March 3rd at 12:00 PM EST,
I’m running a private masterclass.

We’re revealing all 5.

Not surface-level tactics.
Not marketing tricks.

The real buyer levers that make someone see you as the only obvious choice and confidently say yes.

Here’s a taste:

1. Why “being different” actually backfires, and what top buyers use instead to decide who wins the deal.

2. How certain purpose-led founders sell out $200K launches in 24 hours with zero ads or agencies.

3. The 2 hidden mechanisms that turn random growth into sustainable momentum you actually own.

This is the same playbook I used to approve and greenlight over $100M in buying decisions.

Founders have used these frameworks to scale from $1M to $50M+:

→ Without hiring bloated agencies,
→ Without stacking systems they don’t control,
→ And without burning out.

Seats are limited to 25 business owners.
This masterclass will not be public.

Register now to unlock the private pre-video series before we go live.

Save your seat: https://lnkd.in/dqNVxTFy

Most founders believe they need a bigger brand, a better-looking website, or a more differentiated offer.

That belief is exactly why they get ignored while less capable competitors keep getting chosen.

Here’s what most people miss:

Buyers don’t pick the best solution.
They pick the solution that aligns with a small set of decision criteria they care about.

On Feb 17 at 12 PM EST, I’m hosting a private masterclass where I break down those five buyer decision drivers.

No fluff.
No gimmicks.
Just the real levers that position you as the obvious choice.

Limited to 25 seats. Not public.

Save your seat and unlock the private pre-video series:
👉 https://lnkd.in/dqNVxTFy

Going live in 4 hours!

Most founders (like yourself) think they need to be louder, more complex, or more "unique."

Not true.

This is why most founders are being overlooked.

Competitors with MUCH worse offers are finding much more success because of this.

Think of it like this:

Your buyers do not choose the best offer.

They choose what fits 5 specific decision criteria that almost no one talks about.

And I'll be breaking down these decisions live on February 17th @ 12 PM EST.

We are hosting a private masterclass for the community at no cost.

You can use this as leverage to become the obvious choice in your industry.

There are 25 seats.

⏳ 4 hours to go

Save yours + unlock the private pre-video series here:
https://lnkd.in/e6S62RhM

taplio

The Battle

Marcello Duarte Vieira

Sara Simmonds

Followers

Posts

Engagements

Likes

Performance ScoreMarcello Duarte Vieira's LinkedIn Performance

Performance ScoreSara Simmonds's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Marcello Duarte Vieira

Sara Simmonds

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 ScoreSara Simmonds's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreMarcello Duarte Vieira's LinkedIn Performance