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.

Hi! I'm Stephanie! I'm passionate about building impactful partnerships, enabling businesses to grow, and making sure the social impact community thrives. With over a decade of consistently generating seven and eight figure annual revenue for companies, I understand what it takes to drive success.

Over the last 15 years working with non-profit, government and for profit businesses, I've developed a unique process for building community and generating revenue through a partnership growth mindset. I've been fortunate to develop programs and partnerships that have touched lives across the globe, from India to the United States and beyond. I've created thousands of ecosystems and opportunities that unite governments, educators, employers, and donors to make tangible change.

I believe that together we can achieve great things and am committed to paving the way for a more inclusive, impactful future.

Stephanie Wilson

There is something about a sunrise from above the clouds.

You take off in the dark. Everything feels heavy and flat.

And then, the plane breaks through.

Light.

Perspective shifts fast at 30,000 feet.

The weather that felt all encompassing on the ground is suddenly just a layer.

I always find myself thinking about how often that is true in life and work too.

What feels overwhelming up close can look very different with a little distance.

Grateful for early flights. Grateful for perspective. 

Grateful for the reminder that the sun was there the whole time.

#HomewardBound #HomeForARest #Thankful

Cross-Sector Growth Strategist | $100M+ in Government & Partner Funding Secured | Nonprofit • Tech • Education • SaaS | Founder – The Uplift Collective

I do not listen to podcasts. My brain tends to wander halfway through and suddenly I am thinking about a completely unrelated idea.

And I don't read as many books as I think I should.

What I do love?
Articles.
Webinars.
Panels.
Micro learning.
Real conversations in rooms with smart people.

I learn best in short bursts. In live exchanges. In moments where I can connect dots immediately to the work in front of me.

So I am curious.

What are your best sources for sharp, practical learning right now?

Think:
• Articles you actually read to the end
• Webinars worth attending
• Newsletters that are not fluff
• LinkedIn voices who make you think
• Short reads that shift your perspective

Drop one recommendation below ⬇️  please!

I want things I can absorb, apply, and think about right away.

Learning does not have to be long to be meaningful.

#ProfessionalDevelopment #Learning #GrowthMindset

A common challenge for organizations working across sectors.

Different groups speak different languages.

Policy language.
Community language.
Industry language.
Academic language.

When those languages do not translate well, good ideas stall.

A lot of meaningful work happens in the middle. 

Translating ideas so different groups can actually move forward together.

#Clarity #WritingStyle #Communication #ProposalDevelopment #NonProfit #StartUp #GrowthStrategy

I’ve been pretty heads down this week.

Working through deliverables for clients.

Problem solving in creative ways.

Building out plans for new engagements.

It’s that deep focus work that I really love.
No noise. No rushing between things. Just time to think, map ideas out, and work through challenges properly.

There’s something really freeing about that kind of space. It’s also where the most exciting ideas tend to show up.

Not every week is like this. But when it is, I’m always reminded how much I enjoy the craft of the work itself.

Solving problems. Building plans. Figuring things out.

That part never gets old.

Jedno The Uplift Collective #ProposalDevelopment #ProgramDevelopment #Concept #Ideation #GrowthMindset

There is a moment in almost every skill where things start to feel easier.

Not because the work became simple.

Because you have done it enough times that your brain recognizes the patterns. 

You see what matters faster. You know where to focus.

That moment happened to me this week.

I was reviewing an application for someone and preparing feedback. As I worked through it, the adjustments that were needed felt obvious. The gaps. 

The places where the story could be clearer. The pieces that needed to connect.

The suggestions just rolled off the tongue.

It reminded me how much practice sits behind moments like that.

Years of reading applications. Writing them. Seeing what works. Seeing what does not.

Practice is what creates that shift.

The more time you spend learning the fundamentals, the more room you have later to experiment, adapt, and think creatively.

It applies to almost everything. Leadership. Strategy. Writing. Problem solving.

The early reps may feel repetitive.

They are also what make the interesting work possible later.

#ProposalWriting #NonProfit #RevenueGrowth #BusinessDevelopment #Learning

A pattern I see in many organizations.

They think the challenge is funding.

But when we dig deeper, the real issue is clarity.

Clarity about what they actually do.
Clarity about outcomes.
Clarity about how their work connects to broader priorities.

Funding usually follows clarity.

Without it, even strong ideas struggle to land.

#Funding #ProposalDevelopment #ConceptDevelopment

Inspired by Jesika Arseneau - I've decided to participate in the Coldest Night of the Year walk and fundraise.  I have 6 days to fundraise so consider helping a girl out! 🙏 

The Coldest Night of the Year is a family-friendly 2 or 5 km fundraising walk in support of local charities serving people experiencing hurt, hunger, and homelessness.

Each year in February, tens of thousands of Canadians step outside the warmth and comfort of home to shine a light of welcome and compassion in their communities. Since 2011, the Coldest Night of the Year has raised over $75,000,000 across Canada in 190 Canadian communities – 100% of net proceeds stay local to support our CNOY charity partners. Learn more about our history.

I didn't realize how big this event was or how many locations there are. I encourage everyone to check it out!!

This is my first year and hoping to make it an annual tradition. I'm fundraising so please consider donating (or looking online to donate to someone walking in your community).

https://lnkd.in/eTrGicCw

#CNOY #CNOY2026 #Stittsville #Canada #Community #Fundraiser

Open article: CNOY 2026 Fundhub Canada by secure.e2rm.com

What do you think of this top? AI suggested it for me. 

I didn’t expect ChatGPT to become my personal stylist… but here we are 😅

I had a simple problem:

I bought a pair of black satin pants a couple of years ago (I LOVE them). But I had one problem, had NO idea what tops would actually look good on me or how to pick something that worked WITH the pants.

So I gave ChatGPT:
✔ my measurements
✔ my height
✔ my body shape (things I was self-conscious about)

And it didn’t just give generic advice… it got specific.

It told me:
• which necklines make me look taller and more balanced
• why some tops hit at the worst possible spot (never knew this)
• exactly what size to order based on each brand’s chart
• I uploaded pictures of tops I was considering based on the recommendations and got perspective.

The best part?

For someone that hates shopping like me, it helped me avoid a bunch of “almost right” purchases that I 100% would have regretted.

Instead, I now have:
✨ tops that actually flatter my shape
✨ outfits that feel intentional
✨ fewer random Amazon returns

Honestly… this is one of the most unexpectedly useful ways I’ve used AI.

Curious… would you ever use ChatGPT to help you shop or style outfits?

#PersonalShopper #AIUseCase #OpenAI #ChatGPT

There’s a lot in the headlines lately about major shifts from changes in procurement policy designed to support key sectors and workforce needs, to teams digging deep in the Winter Olympics. 

And it makes me think about this:

Progress isn’t always linear.

It’s not a straight line from A → B.

Sometimes it’s:
• a policy update that reshapes opportunity
• a team rallying after an early setback
• a training room moment nobody ever sees
• a person trying something hard again and again

Whether it’s athletes chasing Olympic dreams or teams trying to solve big workforce challenges, what unites real progress is this:

effort + consistency + community

A reminder today that what matters most isn’t just where you end up,
it’s how you move toward it together.

#Community #TogetherWeCan #ProgressOverPerfection

I love, love, love this. And just need to share!

This is my reply to every email I've missed since Jan 1st.

It's not you, it's me.

And also it's not me, it's *gestures broadly* all of this. 

It's that I learned about the most horrific thing done to children by the men who run *all of this*, before I even left my bed this morning. 

It's the constant deluge of messages on every platform, and the expectation that we are all always available, everywhere, and if we're not, then we're failing. 

It's that we can work this hard and do this much, and they still laugh at us when they think we're not listening. 

It's all of it. 

It's untenable to live in this reality right now as a woman and a mom, and I'm going to do more about it. But in the meantime,  I do apologize for missing your email. 

But I want you to know, it is absolutely not you. 

I love you. 

*boops your nose*.

taplio

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Stephanie Wilson

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The Battle

Marcello Duarte Vieira

Stephanie Wilson

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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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