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.

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 15 years I sat on the other side of the table.

I was not a coach watching from the outside.

I was the buyer.

I controlled over $100M in purchasing decisions at River Island and Harvey Nichols. 

I know exactly how the people with the real budgets make their choices because I was one of them.

Every week, founders pitched to me.
Every week I had to choose.

And here is what broke my heart:

The most brilliant founders, award winners, sustainability leaders, category innovators, were being filtered out.

Not because their products were not good enough.

But because they could not answer the one question every buyer silently asks before they say yes.

After years of watching this, I made a decision.

I left my buying career and built a system to give founders the intelligence that lives on the other side of the table.

The same intelligence that took Marissa from invisible to a $200K sold out launch.

The same intelligence that helped Laura grow profit by 30% in 30 days.

Every week in my newsletter I share one piece of that intelligence. Free.

You can get my weekly insights here: https://lnkd.in/eJN97V2N

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

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

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

Honest question for the founders in my network:

When a buyer lands on your profile, your website, or your content right now...

Can they immediately tell why you are the ONLY reasonable choice?

Or do you look like one of several good options?

There is no wrong answer here. This is genuinely one of the hardest things to get right in business and most people are not talking about it honestly.

What do you think is the biggest reason founders stay in the "one of many" category even when their work is excellent?

Drop your thoughts below.

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!

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 traveling...
I noticed something simple, but powerful.

I didn’t reach the destination 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

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

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.

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

Marissa had won a Cartier Award.

She was genuinely talented.
She had proof.
She had credentials.

And yet her sales were inconsistent. Some months great. Some months nothing. She felt invisible.

Here is what was actually happening:

Marissa was one of many.

Not because her work was not excellent. 

But because her business had not been structured to be the only reasonable choice in her category.

When we applied Buyer Psychology Intelligence to her positioning, her offer, and her movement:

→ $200K launch. Sold out.
→ Strategic partnerships doing the selling for her.
→ Scaling toward $30M with inbound momentum.

She is not posting every day.
She is not chasing clients.

She is running events, leading a movement, letting the system work.

Adding $1M to $10M does not look like more hustle. It looks like a better system.

I am hosting a free masterclass on exactly this.

Limited spots.

Reserve a seat here: https://lnkd.in/e6S62RhM

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 studying Buyer Psychology to determine 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 19th 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

Suresh Mandal, Miriam Fettman and 49 other attendees

How Mission Driven Founders Make $1M–$10M+ With Buyer Psychology

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The Battle

Marcello Duarte Vieira

Sara Simmonds

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Performance ScoreSara Simmonds's LinkedIn Performance

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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