any portfolio shoud consist of following sectors
Capital goods
Construction
Power Equiment maker
Banking
Finanace
ITC,BHEL,ICICI Bank,Crompton Greaves,Siemens,hotel Leela,Appolo Hospital,Amtek Auto,Trent,Indian Rayon,Bharat Forge,Bharti,TV 18,Gammon
all these scripts will show relative strenth to any downside in the broader market.