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.

Most coaches rely on referrals.

But that reliance creates uncertainty...

Great months followed by quiet ones. 
Impact limited by chance.

I help coaches create consistent demand without forcing them out of integrity.

After failing my own coaching business trying to apply generic marketing/sales playbooks, I rebuilt my approach.

Now I build simple, repeatable systems for coaches that translate integrity, clarity, and their lived experience into steady, human conversations with the right people.

No pressure.
No performance.
No pretending.

Just consistent demand for your work.

I’ll happily map out what will get you clients, for free.

Will you find us a day and time to connect?
https://calendly.com/jeremy-hamiltongrowth/growth-engine-design

Jeremy Hamilton

The fastest way to get coaching clients

Stop selling coaching.

Start doing this:
Name a specific, painful problem your ideal client has.
Build a free session around solving it.
Deliver a real result inside that session.

Not a discovery call.
Not a pitch.
An experience of what working with you actually feels like.

If you solve their problem, they'll ask what's next.
You won't need to close them.

The coaches getting 4-5 clients a month aren't the best in the room.
They're just the ones people found, trusted, and experienced first.

What's the specific problem you'll solve for free?

Founder & Coach @ HamiltonGrowth | Helping coaches create consistent demand

Coaching talent is almost irrelevant to coaching success

Some mediocre coaches have full practices.
Some brilliant coaches are broke.
Same skill. Opposite results.

The difference isn't talent. It's this:

The coach creates transformation in the room. 
The business owner creates the conditions that get people into the room.

Two completely different skills. 

Both learnable. Most coaches only develop one.
They spend years getting better at coaching. 
Zero hours getting better at being found.

Then wonder why the calendar is empty.

You don't just need to be excellent at coaching. 
You need to be excellent at both. Not eventually. Now.

Which one are you neglecting?

Selling coaching doesn't get you clients

Nobody wakes up wanting to buy coaching.
They wake up wanting the problem to stop.

This is why so many brilliant coaches have empty calendars.
They lead with what they do. Not what disappears when they do it.

"Leadership coach" tells me your method. 
"I help first-time managers stop losing their best people in year one" tells me my problem.

One makes me think. One makes me lean in.

Coaching is how you help. 
It is not why someone reaches out.

The coaches with a full practice aren't better coaches. 
They talk about problems more clearly.

What problem disappears when someone works with you?

Being a great coach almost bankrupted me

Read every book. 
Took every course. 
Did the deep work on myself.

I was good. Really good. 
And completely broke.

The problem wasn't my coaching. 
It was my assumption:
Being great at something automatically makes people pay you for it. 

It doesn't.

Coaching talent gets you results for your clients. 
Business skill gets you clients.

The world doesn't reward talent. 
It rewards the ability to communicate value before someone pays you.

Stop waiting until you're good enough. 
Start figuring out how to get clients.

My biggest fear as a coach

I love transformation and evolution. 
With a traumatic past, there's plenty of work to do.

Plenty to heal, to move through, to become.
But the biggest fear I have yet to resolve: 

An embodied acceptance of: 
"I'm worth it."

I get to be a father. 
Love my work. 
Be happily married. 
Feel at ease.

Stepping out of survival took such inner work.
And sometimes I still worry I'm missing something. 
Feeling this free is still foreign, at times.

To all the coaches reading this:

Our work is necessary. 
WE are necessary.

You're worth it too.

Please repost to someone who needs to hear this.

Referrals don't require you to know what you sell

I asked a 15-year veteran what he offers.
He couldn't answer.

Here's the thing: he didn't need to.

His clients loved him. 
They told their friends. 
His pipeline stayed full without him ever having to explain himself to a stranger.

Referrals don't require you to know what you sell.
But client acquisition does.

The moment his referral network slowed down, he had nothing.

Not because his work got worse. 
Because his business had never learned to speak for itself.

Referrals are a reward for good work. They are not a growth strategy.
The two feel identical until the phone stops ringing.

What would you say if a stranger asked what you sold right now?

4 months. Zero clients. Excellent coach.

Full roster 4 months earlier. 
Empty pipeline.
Zero clients.

Nothing changed about her skills.
Nothing changed about her results.

What changed was simple: 
The last 3 referrals dried up at the same time.

She leaned on reputation, not a system.

A reputation relies on other people remembering you at the right moment. 
A system puts you in front of the right people every day.

She now books 3 discovery calls a week without waiting on anyone.

How long could your business survive if referrals stopped?

Coaches overcomplicate growth. It's 3 simple steps.

Here's what a simple outbound system looks like:

1. Identify 20 people whom you’d love to work with
2. Send them a connection request
3. Name a problem they’re likely to have and offer to solve it for free

Deliver value in the call, and they’ll want to work with you.

Just a consistent habit of starting relevant conversations and delivering value.

Referrals will come, eventually. 
Conversations can start today.

What's prevented you from reaching out to people today?

I shut everything down to avoid bankruptcy

$10k in ads
496 leads
0 sales

I did what most people do when something isn't working. 
I switched strategies.
Dozens of times.

New offer. 
New channel. 
New messaging. 

But the problem wasn't my strategy. 
The problem was solving a problem nobody was desperate enough to pay for.

I powered it all down to avoid bankruptcy.

12 months later, I'm at $20k a month with more leads than I can handle.

I learned I need to focus on solving painful problems.
Then clients will follow.

Do your clients lose sleep over the problem you solve?

Give away your best stuff for free

Not a PDF. Not a webinar. 
Actually solve a real problem for someone this week.

Here's why:

People who experience your work will want more.
You proved it.

That's the shift most coaches never make.

You're out here writing content about what you do. 
Meanwhile, there are coaches out there showing them.

Telling creates skepticism. 
Proving creates trust.

And trust is the only thing that actually converts.

Solve the hardest problem your ideal client has for free.
Watch what happens.

What's the one problem your ideal clients would pay anything to solve?

The most skilled coaches I know are also the most broke.

Not because they're bad at coaching. 
Because they're extraordinary at it.

Here's what the numbers look like:

$10,000 on a new certification
$3,000 on an immersive retreat
$500 on a new framework
$0 on learning how to get clients

They invest everything in becoming a better coach. 
Nothing in becoming a business owner.

The result?

World-class at the work. 
Invisible to the people who need it.

The coaches making $20K months?

They stopped optimizing their craft at some point. 
And started optimizing their business.

Your clients can't experience your brilliance if they never find you.

What will you do today to get more clients?

I've met coaches who will change your life. They're also completely broke.

Not because they're bad coaches. 
Because they confused two separate jobs:

Job 1: Create transformation in the room. 
Job 2: Get people into the room.

One is coaching. 
One is business ownership.

Both are learnable. Most coaches only work on one.

The mediocre coach with a full practice? 
They figured out job 2.

The brilliant coach who can't pay rent? 
Still waiting for job 1 to be enough.

It won't be.

What's one thing you've done this week specifically to fill the room?

I booked 9 meetings last week without sending a single cold email.

No paid ads. No referrals. No "hoping someone remembers me."
Just LinkedIn.

Here's what most coaches get completely wrong:
They treat LinkedIn like a broadcast channel.

Post content. Hope someone reaches out. Repeat forever.
That's not a pipeline. That's a prayer.

The shift that changed everything:
LinkedIn is a targeting tool first. Content second.

I stopped building an audience and started 40 conversations a day.
Meetings became predictable.

9 meetings last week. 11 the week before. 8 the week before that.

The feast-and-famine cycle isn't a content problem. 
It's a system problem.

How many people have you reached out to today?

Referrals will kill your coaching business
They're a reward for past work.

You did good work. 
Someone mentioned you. 
A client appeared.

It’s not a system. 
Relying on referrals is relying on hope.

The coaches I see struggling most aren't bad at their work.
They've confused being good with being found.

Being good keeps clients. 
Being found requires something else entirely.

How many of your last 5 clients came from something you did intentionally?

Without a problem, there's no demand

My client ran a survey to understand what his clients needed.

3 responses. 
2 were friends.

He'd been in business for 15 years.

The problem wasn't his offer. 
The problem was he'd been describing his service to people who weren't feeling any pain.

No pain, no urgency. 
No urgency, no meeting. 
No meeting, no client.

Demand doesn't come from a better pitch. 
It comes from finding the person who is already bleeding and showing them the bandage.

Most coaches never find that person because they're talking about themselves instead of the problem.

Your offer doesn't create demand. The problem does.

What's the bleeding neck problem your best clients experienced when they decided to work with you?

I used to wake up every Monday not knowing where my next client was coming from.

That was 18 months ago. 
Last Monday, I woke up with 6 meetings already on the calendar.

What nobody tells you: unpredictable revenue isn't a talent problem.
It's a system problem.

Most coaches are great at what they do. 
They just never built a system to show it.

Content builds credibility. 
Outreach builds pipeline.

Do both daily and revenue stops being a mystery.

The coaches I work with go from "waiting to be found" to 8-10 meetings a week within 90 days.
Not because they got better at their craft.

Because they stopped leaving their growth to chance.

How many of your last 5 clients came from referrals?

Coaches who panic in Q1 have this 1 thing in common

Most coaches are one or two people away from feast or famine.

One contact moves jobs. 
One client gets busy. 
One advocate doesn’t mention you.

And suddenly a business that felt stable feels precarious.

The problem isn't that referrals are bad. 
The problem is that they're invisible until they stop.

You can't measure them. 
You can't accelerate them. 
You can't replace them on demand.

Coaches who build pipelines don’t abandon referrals. 
They build something in parallel.

What does your pipeline look like outside of referrals right now?

The message that booked me 6 clients in 2 weeks wasn't clever.

It was simple.

I stopped writing outreach that sounded like outreach.
And opened with the exact moment I realized referrals were killing my business.

That's it.

Whoever experiences that same problem resonates strongly with it.
They didn't need to trust my credentials.
They trusted that I understood their pain from the inside.

Response rates went from 4% to 31%. 
Same audience. Same offer. Completely different message.

Nobody responds to "I help people like you."
Everyone responds to "I've been exactly where you are."

What was the moment you knew something had to change?

The best niche I ever found was hiding in the worst year of my life

I ran a coaching business into the ground.
Not because I wasn't good. Because I had no idea how to get clients.

Out of the ashes, I built again. This time I figured it out.
Built a system. Filled the calendar. Started getting consistent results.

And then it hit me.
The thing that almost broke me was the thing people needed most from me.

I stopped trying to help everyone.
And started talking to coaches drowning in the exact valley I'd just crawled out of.

They didn't need convincing. They needed someone who'd already crossed.

Your most painful chapter isn't baggage.
It's your positioning.

What problem did a past version of you spend way too long figuring out alone?

Coaches: your cold outreach isn't failing because you're bad at sales

It fails because you lead with the wrong thing.

Most coaches open with an invitation:
"Let's hop on a call." 
"Do you have 30 minutes?"

But you haven’t earned attention yet.
To earn it, you need to lead with an offer to solve a painful problem. 
The specific problem every single client in your world shares.

When you lead with value, you will earn attention.

That’s how cold outreach turns into a predictable client system.

Find the universal problem, build your outreach around it. 
Predictability follows.

The big question is: ‘What problem do you lead with?’

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Marcello Duarte Vieira

Jeremy Hamilton

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The Battle

Marcello Duarte Vieira

Jeremy Hamilton

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Posts

Engagements

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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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