Is Your Portfolio Half Full or Half Empty?
 
 
 This an allegorical tale about two investors, Opie the Optimist and Peter the Pessimist. The story mainly focuses on Opie who has had a crisis of confidence as a result of the year 2000 tech stock crash.

We follow Opie as he tries to deal with his - and the market's dilemma. Un-expectantly he meets a mystical, talking bull from Wall Street at the zoo. Opie's shock intensifies as two of the bull's associates arrive to help explain the true nature of investing.

Through Opie's daily experiences and "BULL-et Points" the Wall Street Bull sends to him, we are made aware of meaningful facts about investing — everything from investing in winners to how to cut losses in case of market downturns.

The allegory's point: Optimism by itself will not fill your portfolio, but pessimism is likely to leave it half empty. Market difficulties and human nature make it easy for investors to lose conviction and thus in turn lose commitment to their investment portfolio. Therefore, filling a portfolio calls for focus, concentration, realistic expectations, discipline and common sense. Keeping a portfolio filled is achieved through the constant attainment of investment knowledge and perspective that comes from independence of thought.

At the end of the tale, Opie's Wall Street education is summarized in a chapter called No Bull Investment Points
 

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