I began investing in 2005 while still in medical school. In 2007, I started trading on the Brazilian stock exchange. 

By 2008, I was investing in the forex market using automated robots. For many years, I saw good returns with my stock portfolio in Brazil. 

Through day and swing trading with robots in forex, I had excellent years and others not so much; my results were unstable, though I tended to win more than lose. 

In 2020, I started investing in cryptocurrencies with robots, and in 6 months, I turned $32,000 into over $1 million. I stopped trading and exited this market upon identifying the end of that bull market cycle. 

Also in 2020, I began to study macroeconomics in depth, which became part of my analysis process, using fundamentals in my analysis as well and keeping up with new technologies. This is how I identified opportunities in cryptocurrencies, recognizing a time when the macroeconomic scenario was favorable, blockchain was an emerging technology, and then I developed a portfolio strategy that had an edge in selecting cryptocurrencies. 

Nowadays, my strategy is focused on long/short in the US stock market, aiming to buy (long) the best stocks (usually large tech stocks with high growth potential, solid business moat, but also some excellent defensive stocks) or ETFs of the best sectors and sell (short) ETFs that have poor strategies and/or prospects.

Investor

Marcello Vieira - Investidor de Sucesso

I founded 'Successful Investor' while working full time as a doctor back in 2012, teaching people how to invest more effectively.

The strategies have evolved over time, but I only teach what I do with my own money.

We now have over 15,000 students learning about investments in crypto and stocks with the goal of achieving financial freedom.

Founder

Medical Doctor

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

A sector rotation is happening in stocks 

That's a discussion we had yesterday on my VIP Group monthly call. 

And I want to share with you the insights:

𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿𝘀 𝗮𝗻𝗱 𝘁𝗵𝗲 “𝗠𝗮𝗴𝗻𝗶𝗳𝗶𝗰𝗲𝗻𝘁 7”:
After two years of absolute leadership, the sector is taking a natural pause: high valuations and consolidation below the 200-day moving average reveal short-term fatigue.

𝗡𝗲𝘄 𝗹𝗲𝗮𝗱𝗲𝗿𝘀:
Several mid- and small-cap stocks are already breaking all-time highs, even with the S&P 500 still below its 200-day average. 

Highlights include biotech (VRNA, TGTX, ADMA), selective European tech (SAP), natural gas distribution names, and a few under-the-radar consumer companies.

𝗡𝗲𝘁𝗳𝗹𝗶𝘅 & 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿:
Both show exceptional relative strength. 
However, Netflix is trading in an extended zone; new entries now require disciplined stop management. 

Palantir, though expensive by traditional metrics, continues to exceed consensus expectations and could reach new highs.

But it no longer offers the same asymmetry it did months ago.

𝗖𝗵𝗶𝗻𝗮 𝗮𝗻𝗱 𝗔𝘀𝗶𝗮 𝗲𝘅-𝗨.𝗦.:
Companies with minimal exposure to the U.S. market, such as Xiaomi (XIACY) and Sea Ltd. / Shopee (SE), are emerging as candidates to lead the next cycle.

Strong traction outside the U.S., proprietary production chains, and projected EPS growth above 40% annually are key differentiators.

What are your thoughts about it? 
Are you adjusting your exposure in line with this shift?

Marcello Duarte Vieira

Quant Investor | Specialized Momentum & Risk-Hedged Solutions for Family Offices & Advisors | 20+ Years of Market Experience

One of the biggest challenges in the stock market is this:

Things change.

And sometimes, they change fast.

There was a time when you could buy a stock, hold it for 40 years, and have a good chance of doing well. This is less likely today.

Markets were steadier. 
Business moats used to last longer. 
Business cycles were slower.

Today? A company’s trajectory can shift overnight.

Information spreads instantly.

New technologies reshape industries.

Entire sectors evolve—or vanish—within a few years.

And the market reflects these shifts in real time.

That’s why I use the High Growth Hedge Strategy:

 ↳ Fundamentals help identify strong companies with sound business models
 ↳ Momentum signals which of them the market is actually rewarding
 ↳ Hedging protects capital from downturns or unexpected reversals

Your portfolio must evolve with the world.

If it doesn’t, your returns will eventually pay the price.

How are you adjusting your strategy in a world that moves this fast?

Why hedging matters

Especially at scale

Volatility is part of the game.

But if you’re targeting higher returns, the drawdowns get larger and more uncomfortable as portfolio size grows.

That’s where hedging makes a real difference.

It’s not about avoiding risk. It’s about controlling it.

By limiting losses, recovery is faster, and compounding stays intact.

Over time, that gap becomes exponential.

Hedging isn’t just a tool. 

It’s a mindset.

It protects capital, preserves client confidence, and keeps long-term strategies on track.

Are you using hedging as part of your risk management playbook?

For each goal, a different strategy

It sounds obvious, but I can’t stress it enough.

I often see people trying to build wealth by copying what billionaires do— when they’re not playing the same game.

The High Growth Hedge Strategy was designed to fit my own needs:

 ↳ Deploying a meaningful amount of capital
 ↳ Growing my wealth
 ↳ Maintaining financial freedom
 ↳ Controlling risk

It’s not a strategy built for a billion-dollar fund.

But it scales well for multi-million portfolios.

Even a small allocation can significantly improve returns for wealthy clients.

What kind of investment strategy do you—or your clients—actually need?

Tariff War: are you panicking or focusing?

In Brazil, there’s a saying:

 “While some cry, others sell tissues.”

The tariff war has created plenty of uncertainty. No doubt.

 But moments like these reveal who’s merely reacting… and who’s ready.

Instead of drifting with the noise, pause and refocus.

If you already have a solid plan, don’t abandon it. Double down:

↳ Stay grounded and look for opportunities.

↳ Avoid emotional decisions. They cost far more than a bad trade.

↳ Let discipline guide your next move.

Uncertainty exposes weak strategies.

Preparation reinforces strong ones.

How are you positioning yourself—or your clients—right now?

Forecasting is not a strategy.

That’s why I built the Growth Momentum Hedge Strategy.

To remove guesswork and let market strength guide allocation.

Instead of relying on predictions, the strategy focuses on momentum:

 ↳ Stocks already outperforming
 ↳ Companies with real earnings growth
 ↳ Businesses with durable moats

The watchlist includes 100–130 high-potential names, rebalanced monthly to:

 ↳ Keep winners
 ↳ Cut underperformers
 ↳ Reallocate fast to emerging leaders

It’s a structured, data-driven approach built for capital preservation and compounding.

Because even great fundamentals can lag in price—until the market agrees.

How are you using momentum or protecting against drawdowns in your current allocation?

We only catch a glimpse of what really goes on in politics.

That’s something Dr. Pippa Malmgren taught me.

She was Special Assistant for Economic Policy to President George W. Bush.

I’m certainly not a geopolitics expert, so I don’t let it dictate my investment strategies. 

But the subject still fascinates me.

One of Dr. Pippa’s biggest takeaways is this:

Politics has layers of intel, haggling, and off-the-record dealings that rarely surface in the headlines.

What we usually see is the public performance: 
Speeches, soundbites, and the media narrative.

But major decisions often happen far from the spotlight.

It’s a lot like investing.

By the time retail investors notice, the whales have often made their moves.

So rather than speculate about the next big political or market shift.

Have a game plan.
Be prepared.

And keep your attention on what you can actually control.

Why build generational wealth

 And why it matters now

We all know how much the world has changed economically. 

The cost of living—groceries, housing, education—has risen exponentially, and we don't know what the future holds for our children and grandchildren. 

That’s why investing with the goal of building generational wealth has never been more important.

In today’s world, finding investments that truly grow capital faster than inflation isn’t easy; that’s why I built a strategy capable of achieving this critical goal. 

I use the High Growth Hedge Strategy, which combines:

 ↳ Fundamentals
 ↳ Momentum
 ↳ Hedging

Today’s markets offer incredible opportunities—AI innovation, Medicine 3.0, groundbreaking therapies, and more. 

By capturing this growth while smoothing drawdowns through strategic hedging, we are more likely to create and preserve wealth for future generations.

Is generational wealth something your clients are aiming for? If so, let’s talk.

How do I combine quant and judgment for higher returns? Read more in today's article.

Quant systems are phenomenal—but layering seasoned human judgment on top of them is what keeps the edge alive. My journey from pure‑quant to “quant + 

Open article: Quant + Judgment: the new edge in investing by Marcello Duarte Vieira • 2 min read

Quant + Judgment: the new edge in investing

How to avoid style drift in investing? Read more below.

Many investors pick an investment method or strategy to follow, but as soon as the first drawdown or period of under-performance hits, they simply swi

Open article: Avoid style drift  by Marcello Duarte Vieira • 2 min read

The High Growth Hedge Strategy closed April at +0.52%

 Meanwhile, the indices returned:

 ↳ S&P 500: –0.68%
 ↳ Nasdaq: +0.88%

This follows a +1.10% gain in March—another month when the major indices were in a steep drawdown, with the S&P 500 finishing –5.57%.

Outperforming the benchmarks over the long term is a core objective, but I’m equally committed to delivering a superior risk/reward profile.

April’s real differentiator: 

 ↳ Strategy maximum drawdown: –3%
 ↳ Index drawdowns: worse than –10%

Thanks to active hedging, the strategy’s volatility was roughly one-third of the market’s, an advantage that matters when you’re managing client capital and investor psychology.

Want to learn more about how the strategy works?
Send me a message.

Will AI reshape the financial markets? If so, in what ways? Here's my take on it.

This question has been on my mind recently. I’m cautious whenever someone says, “this time is different,” because historically, the financial market t

Open article: What changes can affect the financial markets in the next 5 to 10 years?  by Marcello Duarte Vieira • 4 min read

What changes can affect the financial markets in the next 5 to 10 years?

Where are the opportunities in the stock market today? Read more below.

Hot sectors are always on my radar, because most stock market leaders tend to come from areas that are experiencing rapid, sustainable growth. For ins

Open article: Hot sectors, market leaders, and sustainable growth by Marcello Duarte Vieira • 2 min read

Hot sectors, market leaders, and sustainable growth

Should you invest in defensive stocks or not? Read more in today's article.

This is a question every stock investor or portfolio manager should ask. I don’t believe there’s a single “right” answer—only decisions that fit your 

Open article: Invest in defensive stocks or not?  by Marcello Duarte Vieira • 2 min read

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