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 https://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 : https://finance-and-investing.blogspot.com/2008/10/current-situation-of-stock-market.html
– Manish