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.

Jon F.

Phantom Analytics

At Phantom Analytics, we empower forward-thinking businesses to accelerate growth and dominate their markets using cutting-edge AI, analytics, and immersive technologies. We deliver personalized, high-impact data solutions that maximize operational efficiency, revenue, and customer engagement.

Our Strategic Edge:

→ Customer Data Platforms (CDP): Unify data into actionable insights that deliver hyper-targeted customer experiences.

→ Revenue Optimization: Crush inefficiencies and optimize profitability across channels.

→ Shopify Plus Development: Boost e-commerce performance with tailored solutions that scale.
Data as a Service (DaaS): Scalable, industry-specific data management that gives you an edge over competitors.

→ Custom AI & Analytics: Build adaptive, future-proof tools to meet your unique challenges.

→ AR/VR Experiences: Redefine customer engagement with immersive experiences.

→ Data Pipelines: Build bulletproof infrastructures that enhance strategic decision-making.
Our Unmatched Impact:

→ Boosted Customer Loyalty & Engagement: Achieve transformation with AI-powered, data-driven solutions.

→ Operational Mastery: Streamline operations with centralized data and automation for strategic scaling.

→ Strategic Growth: Leverage advanced insights to capture market share and fuel sustainable growth.
How We Lead:

→ Relentless Data Centralization: Gain 360° customer insights for complete control over your business.

→ AI-Powered Personalization: Tailor every touchpoint to maximize conversion and exceed customer expectations.

→ Insight-Driven Growth: Deliver strategies for sustainable success.
Notable Clients: Swivel, Peerbie, Scarselli Diamonds

Ready to unlock unparalleled growth and take your business to the next level? Join Phantom Analytics and lead your industry with cutting-edge AI, data-driven insights, and immersive technology.

Founder

Phantom Commerce Labs

Phantom Commerce Labs is the R&D segment of Phantom Analytics, dedicated to driving continuous innovation in the fields of blockchain, Web3, and AI.

→ We explore emerging technologies to create cutting-edge solutions that enhance customer experiences, streamline operations, and unlock new growth opportunities. Our mission is to stay ahead of market trends and pioneer advanced strategies, ensuring that Phantom Commerce and our clients remain at the forefront of digital transformation.

→ Through research, testing, and implementation, we develop products and frameworks that redefine what's possible in the digital landscape.

Products In Progress:
→ PhantomChain
→ PhantomXR
→ Vantage

I Help Online Brands Drive Profitability through AI. Clients include brands in the Apparel, Health and Beauty space.

I empower businesses to drive growth and optimize marketing outcomes through advanced data analytics, machine learning, and innovative customer experiences.

What We Offer:

Analytics-Powered Customer Data Platform (CDP)

Unlock deep insights and personalize experiences across industries, transforming customer interactions with platforms like Google BigQuery, AWS Redshift, and Amazon Sagemaker for scalable analytics and data management.

Revenue Leakage Detection & Optimization
Identify hidden revenue leaks and optimize every channel, maximizing profitability through precise data analysis and machine learning insights from tools like Google Cloud Dataflow and AWS Glue.

Shopify Plus Development
Scale and enhance your Shopify store with tailored solutions designed to improve user experience, boost conversions, and drive sales.

Data as a Service (DaaS)
Custom data solutions designed to fuel growth in any business sector, leveraging advanced analytics through Google Cloud Machine Learning and AWS Kinesis for real-time data processing.

Custom Analytics Solutions
From e-commerce to manufacturing, we deliver analytics tailored to your industry, using Google Cloud AI and AWS ML to power predictive insights and optimize operations.

Our approach delivers:
→ Enhanced customer engagement and satisfaction
→ Increased operational efficiency through advanced analytics
→ Data-driven insights for strategic, high-ROI decisions

With proficiency across leading cloud platforms like Google Cloud and AWS, I bring multi-cloud flexibility and high-impact analytics to help you achieve measurable growth and a competitive edge. 

Whether you're a startup or an enterprise, partner with us to harness the full potential of data and machine learning, turning your data into growth and creating exceptional customer experiences.

taplio

The Battle

Marcello Duarte Vieira

Jon F.

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taplio

The Battle

Marcello Duarte Vieira

Jon F.

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