You can go about in a methodical manner. First prepare a list of companies you are very bullish on and absolutely cant do without in your portfolio. Try to restrict this list as much as possible say to 10-15 companies.
Then in priority of your conviction and valuation parameters you can list down the priority list and then allocate weightage to these companies and then gradually build up the portfolio in that particular manner.
Since markets are weakish stocks in all likelihood will not run away and will therefore give you the time to gradually accumulate over a few days/weeks.
I usually put in a filter to buy a stock. If I am confident to bet atleast 10% of my portfolio on any long term bet then only I buy otherwise I pass it. (For some techno funda short to medium term bets this filter is relaxed somewhat to maybe 5%.)
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