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

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.

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

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.

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 investors spend too much time asking: “Am I right or wrong?”
The better question is:
 “How much do I make if I’m right, and how much do I lose if I’m wrong?”
That is the real game.
In investing, win rate is overrated.
 Payoff ratio is what changes everything.
You can be right 70% of the time and still lose.
 You can be right 30% of the time and still outperform.
That is why investing is so hard: it goes against human nature.
 And that is also why conviction and sizing matter far more than most people think.

Founder, CEO | Published Author | Podcast Host | Unlocking recurring revenue with subscription, and membership models.

I’m an entrepreneur, published author, speaker and podcast host.

I’m the Co-Founder of Axis Brands, an operating and investment partner for consumer brands scaling on Amazon and DTC, and the Founder & CEO of Scriberbase, a subscription strategy firm helping leadership teams make better decisions around acquisition, retention, loyalty, and lifetime value.

Over the past 15 years, I’ve worked as an operator, advisor, and investor, helping companies move from transactional volatility to predictable recurring revenue. My approach comes from building businesses and working with Fortune 500 teams and senior executives.

I’m the author of the best-selling book 'The Subscription Boom',  and podcast host of 'Shopify Masters' and 'Entrepreneurs Exposed', where I explore how modern brands are built, and scaled.

I also speak and lead executive sessions on the subscription economy and the future of commerce.

My work has been featured in The New York Times, Washington Post, Forbes, Axios, and others.

Current:

- Co-founder at Axis Brands
- Founder, CEO at Scriberbase
- Published Author: The Subscription Boom
- Media: NY Times, Washington Post, Axios, Forbes
- Podcast Host: Entrepreneurs Exposed + Shopify Masters

Hobbies: 

- Musician and vinyl collector. 
- Sports and health nut.
- Proud father of 3.

Adam Levinter

Canada lost Olympic gold.

So we responded.

Took it to the lake, and ran our own tourney. 
My boys secured the title.

I think we’re basically even?! 😆 🇨🇦

No alternative text description for this image

She didn’t pay herself for 8 years.

That part stuck with me. 

Before Beautyblender was in 6,000 retail doors…

Before it was selling every few seconds…
It was just Rea Ann Silva.  

Calling manufacturers.
Getting her patent rejected.
Figuring it out.

No investors to date. 
Totally bootstrapped. 
A global brand defining a category.  

If you’re in the middle of building something, this one will resonate.

----

EP of Shopify Masters now live. 👍

Shoptalk Spring 2026 is just around the corner and I can't wait to bring our "anti-agency" approach to Amazon growth to the Super Bowl of commerce conferences! 

Let me know if you plan to be there.  Would love to connect! 

#ShoptalkSpring #Shoptalk

We’ve audited a number of Amazon businesses.

Different brands, 
Different industry categories. 

Same patterns keep popping up 👇

1. Traffic disappears.

Brands think they have a conversion problem. 
In reality, organic traffic has been eroding for months, 
as cheaper competitors flood the category.

2. Returns are destroying margin.

Not because the product is bad. 
But, because the content and creative isn't good enough.  
Or, the listings don’t explain sizing, fit, or usage clearly. 
You can't run an eComm business with a 20% returns rate. 


3. Ad spend keeps rising.

ACOS climbs, brands panic, then budgets get cut.
The solution lies in fixing keyword structure, creative, and match type. 

4. Nobody owns the economics.

Most brands outsource Amazon to agencies that optimize for spend, 
not profitability. 
At the end of the day, Amazon is still a unit economics business.
Traditional agencies don't understand that.

If those 4 things aren’t working, 
revenue growth doesn't matter.

Margins won’t be there.

An incredible week in LA on set for Shopify Masters. 

Spent time with fellow founders who have built some amazing brands.

The ideas, stories, and lessons from these conversations were inspiring…

Huge thanks to Cinedept Studios, Matthew James Reilly , Shuang Esther Shan, and the entire team for another awesome production 🙏

Can’t wait for these to drop!

Nobody wants to wait anymore.

And companies are capitalizing on it. 

• Uber / Lyft (faster pickups)
• Amazon Prime (faster delivery)
• Clear / TSA Pre (skip security lines)
• Spotify Premium (early access to music)
• Airline loyalty programs (priority boarding)
• Instacart Express (groceries within an hour)

Different industries,
Same strategy.

Move customers to the front of the line,
and get them to pay for it. 

As they say,..
Time is money.

Brands want to build community.


It’s buzzy.
But very few understand how.

Some communities thrive.
Others don’t.

It’s not complicated.

You need one basic framework:
Member ↔ Member connection.

Brands assume if they start a community, it’ll take off.

So they offer;

Content, courses,
Perks, discounts,
Exclusive access,
Retreats, events, etc.

That’s a start.
But it’s not scalable
if members don’t want to connect with one another.

Real scale comes from Member ↔ Member engagement.

Walmart, for example, will never have a thriving community.
There’s nothing compelling about sharing how much you saved on toothpaste.

But, Tesla, Peloton Interactive, SEPHORA, Harley-Davidson Motor Company attract passionate buyers who rally around something bigger than the product itself (Elon, fitness, beauty, and lifestyle respectively). 

Company-to-member seeds engagement.

But the member-to-member connection is what creates scale.

COMMUNITY

Agencies get paid to spend client money.

Most take a % of the media buy.
So they’re incentivized to spend more $$$.

They don’t own margin.
They don’t own inventory.
They don’t own any downside.

The model is broken. 
The incentive structure makes no sense. 

If you don’t carry risk,
you don’t think like someone who does.

Brands typically don’t need to spend more on ads.
They just need the ads to be more efficient.
They need actual ROI.

In most cases, they need operators who think like owners.

That’s the gap.

We built Axis to close it. 👍

Amazon is a masterclass in business model design.

Jeff Bezos has one simple strategy:
Customer obsession.

The “how” is Amazon’s flywheel.
Here are the key pieces:


𝐏𝐫𝐢𝐦𝐞

A psychological contract.
“Skin in the game”

Once customers pay for Prime, 
they spend on Amazon before going elsewhere.


𝐃𝐚𝐭𝐚

Every search. Every purchase. Every show watched.
Each interaction trains the recommendation engine.


𝐒𝐮𝐛𝐬𝐜𝐫𝐢𝐩𝐭𝐢𝐨𝐧𝐬

Prime, Audible, Kindle Unlimited, Subscribe & Save.
Recurring revenue stabilizes cash flow and expands LTV.


𝐀𝐖𝐒

The $20B engine funding experimentation across 
logistics, media, and systems infrastructure.

→ more data,
→ better experience,
→ more engagement,
→ more revenue.

---

Full breakdown in The Subscription Boom 📖
Read it over your coffee today. 
Sharing it below!👇

Amazon 

$900, a pair of pliers, and vintage pendants.

That’s how Pia Mance started Heaven Mayhem.

Today it’s a $10M brand. 

Some lessons that stood out 👇:

1. Build community first. Product can follow,

2. Treat customers like insiders, 

3. Let creators distribute, and drive WOM.

The playbook for building brands is changing.

taplio

The Battle

Marcello Duarte Vieira

Adam Levinter

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taplio

The Battle

Marcello Duarte Vieira

Adam Levinter

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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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