Portfolio suggestion....

I have 5 lakh to invest...slightly long term (say 10 years)..Can you suggest the stocks.? My idea is to invest in 10 stocks and in different fields.

dear friends

investments in different fields is good idea..

IT SECTOR-can invest in TCS/HCL
TELECOM- R.COM/TTML/IDEA
METAL-SAIL/HINDALCO/NTPC
BANK-STATE BANK/YES BANK
POWER-TORRENT POWER/POWER GRID/POWER FINANCE/KALPATAUR POWER
PHARMA-RABBAXY
CAPITAL GOODS-LARSEN/BHEL
REALTY-UNITECH/DLF/PARSHAWNATH
PETROL/GAS-RPL/PETRONET LNG/GAIL/ONGC

THIS IS JUST MY STUDY AND FUNDAMENTAL ANALYSIS.. ANY VIEEWS...

It will be better if you get the reliance pack.
All of them have great potential. As you are thinking of longterm. Then you can get the best return from reliance pack.

You decide weightage - I suggest 3-5% in each of these shares of 10 lakhs.
The shares marked with (*) are must in portfolio; After 5 yrs, you will certainly get 30% min. returns if market is in well condition till March 2009

1. Power Finance
2. Power Grid (*)
3. ICSA India (*)
4. Bharat Forge (*)
5. Mahindra and Mahindra (*)
6. Unitech (*)
7. Petronet LNG (*)
8. BPCL
9. IVRCL Infra (*)
10. Tata Power (*)
11. Siemens (*)
12. Larsen and Toubro (*)
13. Finolex Cables
14. Bharti Airtel (*)
15. BHEL (*)
16. Praj Industries (*)
17. Tata Steel
18. HDFC Bank (*)
19. Kotak Mahindra Bank (*)
20. Hindustan Construction Company (*)

Thank you for the replies..
I am planing to buy Power Grid, RPL, RNRL,UNITECH,SAIL,TTML,....now. Market is down & it is buy time I think. With my limited resourse I can enter only in Mid cap & small Cap only.
I shall post my full portfolio later.
Thanks once again.

The medium term (6 months) to long term view is that FII investments will come to india if not through PNs by any other means. This is because of US slowdown and FED cuts in future.

The mid caps and small caps are not affected by the PNs and market slump due to SEBI clamp down on PNs and many are under valued. Lot of good scripts in mid small and tiny cap space at 2003 prices.

Textile space has seen undervalued and are at 2003 prices due to rupee dollar exchange. Oct 30 is going to announce Export sops and tax exemptions. Textile space is very tempting.

The textile sector is both export to US and non-us as well as domestic.

The FII boom in india is because of its strength both in domestic as well as export. Domestic story of India is growing with Corporate retails

The textile exports to non-US countries is higher than US. This is the advantage of textiles.

What is the scope of Aarvee, Addi, Arvind mills, Arvind products, Alok, Ashima, Atul, Aunde faze three, BSL, Bhilwara spinners, Eurotex, Faze three, Gangotri tex, Garden, Grabal alok, JJ exporters, RSWM, Maral Overseas, Indo Count, Pioneer embroideries, Shamken Multi, Sutlej Tex

This is a good point, why textile is overlooked by the " Bull Run". IT understandably by the US $ slump & IRs. strengthening. but why textile field is not investor fancy ? Aravind mill is popular nowadays, another not much known but good company is S.kumar nattionwide.
Many overlooked mid cap & small cap may be tomorrows Large cap...?

becareful about S Kumar nation wide. The stock is operated by operators. If you are holding it fine. dont enter now. It is more valued than other worthwhile stocks in textiles.

JJ Exporters is the highest dividend yielidng 30 % dividend at rs 40/- per share.

Ok, I will follow up
Thanks for the point.

My suggestions as under:

I suggest to invest atleast Rs.1lac per scrip and minimum of 1 year outlook. If you have 5 lacs then restrict to 5-7 scrips.

1. Noida toll bride

2. GMR infra

3. Patel engineering

4.Wel Spun Gujarat

5.Areva TD

6.Prime secrutities

7.Tanla solutions

8. Bartronics

9.Reliance Industries

10.Bhel

11.Reliance Communications

12.ICICI BANK

13.Siemens

14.DLF