Market analyst Ambareesh Baliga suggests a stock portfolio for the next one to five years. He highlights defence stocks like Mazagon Dock and Bharat Electronics. Banking picks include HDFC Bank and Kotak Mahindra Bank. For infrastructure, Larsen & Toubro is recommended. In power, Tata Power, NTPC, and REC Limited are favored. These sectors are seen as well-positioned amid global uncertainty.