Historical Performance of ITM Strategy

[George Henry]

If we combine both bullish and
bearish strategies of the ITM
Method by Heather Cullen, we
can assume to get 25% annual
return. This was backtested in
the both Bull and Bear together.
I am still waiting for the book
to come out in January of 2026
to confirm the results again.

1993: $10k
2003: $100k
2013: $1million
2023: $10million???

Past performance is not indicative
of future performance. We may lose
Money trading and investing in the
Stock market. Please do due diligence.

[George Henry]

Warren Buffett performance is almost 20% annual return for 60 years from 1965 to 2024 compared to 10% of SP500 index. If we take the rule of 72 / 20% is 3.6 years double.

1965: $1k
1968: $2k
1971: $4k
1974: $8k
1975: $10k

1985: $100k

1995: $1million

2005: $10million

2015: $100million

2025: $1billion

An initial $1,000 investment in Warren Buffett’s Berkshire Hathaway in 1965 would have grown astronomically by 2025, reaching tens of millions of dollars, thanks to its compound annual growth rate (CAGR) of around 20% (vs. ~10% for S&P 500), translating to a massive over 4 million percent gain in value by late 2024/mid-2025, showcasing the power of long-term value investing.
The Incredible Growth Story:
Early Days (1965): Buffett took control of the failing Berkshire Hathaway textile mill in 1965, with shares valued around $19.
Compounding Power: From 1965 to 2024/2025, Berkshire’s stock delivered massive returns, significantly outpacing the S&P 500.
Dollar Value (2024/2025): A $1,000 investment in 1965 would be worth over $40 million by late 2024 and potentially much more by 2025, with some reports citing figures like $44.7 million by 2024 end or even higher due to ongoing growth.
Key Takeaways from Buffett’s Strategy:
Buy Great Businesses: Focus on acquiring strong companies at fair prices, not just cheap stocks.
Long-Term Discipline: Avoid chasing fads (like crypto) and focus on enduring value.
Compounding: The consistent, long-term growth creates enormous wealth over decades.
In essence, that $1,000 grew into a staggering sum by buying wonderful businesses and holding them for decades, illustrating Buffett’s famous “buy and hold” philosophy.

[Geoege Henry]

One of my accounts went from $13k+ in January 2025 to $19k+ in December 2025. Thank you Heather Cullen and the ITM.

Warnings: This is for educational and learning purposes only. Each trader and investor account is different. We may lose money from trading and investing.

[George Henry]

Personal Portfolio Performance Update
Using the ITM Method Strategies in
My Roth IRA Account…

January 2025: $14,000
January 2026: $19,000

A gain of about $5,000

Happy New Year to Everyone

$10,000 Investment
24% annual return
Double every 3 years
10 times every 10 years

2020: $10,000
2021: $12,000
2022: $16,000
2023: $20,000
2024: $25,000
2025: $32,000
2026: $41,000
2027: $52,000
2028: $67,000
2029: $84,000

2030: $100,000
2035: $353,000

2040: $1,000,000
2045: $3,800,000

2050: $10,000,000
2055: $40,000,000

2060: $100,000,000
2065: $440,000,000

2070: $1,000,000,000

[George Henry]

This is my Personal portfolio update using the In The Money strategy starting in January 2025. Here I am using a dollar amount, not a percentage amount.

January 2025: $14,500
January 2026: $20,000
Profit of about $5,500

[George Henry]

Update of Personal Portfolio using
In The Money ITM by Heather Cullen
I started to use the ITM Method in
January 2025 and keep track of it.

January 2025: $15,700
January 2026: $21,145

[George Henry]

Update of personal portfolio
Using In The Money strategy
By Heather Cullen

January 2025: $16,000
April 2025: $13,000
January 2026: $21,000

Please trade responsibly
And invest patiently forever

[George Henry]

Update of personal portfolio
Using In The Money strategy
By Heather Cullen

January 2025: $16,000
April 2025: $13,000
October 2025: $23,000

January 2026: $21,000
March 2026: $21,000

Please trade responsibly
And invest patiently forever

[Author]

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