Everyone feels his stocks r best placed to withstand market correction but when the wheels of broader market turns against, ache ache pis jaate hai. 

Been happening for cycles. 

Unless one is an extremely good stock picker with a super concentrated portfolio ( I don't ve these skills ) or not bothered about 6-18 months of drawdown ( I am bothered to a certain extent), always give some ( in probabilities, how much varies person to person and one needs to define for himself) respect to market direction while thinking of portfolio management

Please note if you have tracked me enough these r not hindsight comments.