What should be the ideal portfolio for someone in this market for long term ?
As far as i think , A good portfolio now will contain stocks which are beaten down because of panic selling , but still they are fundamentally sound .
My Recommended portfolio would be:
For Safe Investor (assuming time horizon of 3+ years)
- Infosys
- Tata Motors
- ICICI Bank
- DLF
- Reliance Communications
For Risky Investor (assuming time horizon of 5+ years)
- ICICI Bank
- Jaiprakash Associates
- Chambal Fertilizers
- DLF
- Praj Industries
People who want to trust someone more experienced and more knowledgeable should read Sudarshan Sukhani recommendation at http://tt-wealth.blogspot.com/2008/10/portfolio-for-safety.html
Sudarshan Sukhani is a well know and respected Technical Analyst of India and often talks on CNBC .
To get a better view on markets read my earlier article : http://finance-and-investing.blogspot.com/2008/10/current-situation-of-stock-market.html
- Manish
{ 7 comments… read them below or add one }
I would suggest a mix of large and mid/small-cap.
Large Caps:
RIL / L&T / BHEL / RCOM or Bharti/ ONGC /
Small / Mid-Caps
Suzlon / IDFC / R.Capital / Praj / Opto Circuits / Bartronics
Thanks
Nitin PIllai
Nitin
Your portfolio looks good .
- manish
Hi Manish,
I’m new to your blog, great posts. I need to read some more here.
1) What’s your criteria for picking these stocks? In what way is it different from Rohit’s (Company analysis on his Blog)?
Thanks,
Vikas
@Vic
Its a mix of both fundamental and technical analysis .
According to Fundamental analysis : the stocks looks long term players , sound company , one of the best players in there domain and blue chip .
According to Technical Analysis : Most of them are beaten down a lot from there peak and available at attractive valuations .
Once the bounce back happens these companies will be the first one to increase .
Manish
Hi Manish,
I am looking for a good financial planning, i mean a complete financial planning. (term coverage, insurance, investments, mf, stocks). Can you suggest me where can i get the financial planning done?
Regards,
Prakash
i mailed you
Hi Manish,
I saw in few comments that you are doing financial planning job. Could you send me detail about the fees and services offered ? I am from chennai looking for financial planner.
Thx
Hari