Invest in CWA MILT 25 Smallcase Now : https://bit.ly/CWAMILT25

This Rule-Based System That BEATS the Market | Ft. Rakesh Pujara | Sanjay Kathuria Podcast EP70

In this episode of the Sanjay Kathuria Podcast, we host Rakesh Pujara, veteran stock market trader, quant strategist, and founder of Compounding Wealth Advisors LLP (CWA), a SEBI-registered Research Analyst and Investment Adviser.

With over 25+ years of experience in Indian equity markets, Rakesh is known for building rule-based, algorithmic, and trend-following investment systems that focus on capital preservation and disciplined wealth creation. His CWA MILT 25 smallcase turned a NAV of Rs 1 into roughly Rs 211 in just over three years, delivering around 27% CAGR versus the NSE 500’s ~16%.

In this momentum investing masterclass, Rakesh explains how he builds a 25-stock portfolio, the exact entry and exit rules he follows, Bollinger Bands strategy, ATR filters, position sizing, and why emotional investing destroys long-term returns.

If you want to learn how to ride winning stocks while cutting losses systematically, this episode is a must-watch.

📘 What You’ll Learn

✅ What momentum investing really is

✅ How Rs 1 became Rs 211 in 3 years

✅ The 750-stock universe strategy explained

✅ How to build a 25-stock portfolio

✅ Bollinger Bands & 3.7 standard deviation strategy

✅ The 3 exit rules every investor should know

✅ ATR volatility filter explained

✅ Why he NEVER rebalances winners

✅ How position sizing protects capital

✅ How to beat Nifty 50 using rules-based investing

⏱️ Timestamps

00:00 – Podcast Teaser

01:20 – Guest Intro & Episode Recap

03:40 – What is Momentum Investing?

04:51 – Cut Losers, Ride Winners

05:53 – Why He NEVER Rebalances

06:45 – The 27% CAGR Track Record

08:12 – The 750-Stock Universe Explained

09:16 – How to Build a 25-Stock Portfolio

11:29 – Bollinger Bands Decoded

12:36 – The 3.7 Standard Deviation Secret

14:46 – How to Pick Top 25 from 40 Stocks

17:01 – The 3 Exit Rules Explained

18:14 – The ATR Volatility Filter

22:12 – How Position Sizing Saves You

23:14 – Never Touch Your Winners

26:37 – Late Cycle Warning Signs

27:35 – Weekly vs Monthly Review?

31:17 – Momentum Investing’s Biggest Mistake

33:06 – How Much to Invest in Momentum?

34:20 – Massive Returns of Stocks

35:35 – CWAMILT25 Small Case

36:16 – 12-Month ROC vs Price Momentum

38:50 – Why You're Just a “Pillion Rider”

40:50 – The Ego-Busting System

43:19 – Future of Index Investing?

45:12 – Beating Nifty 50 with Rules

46:28 – Episode Outro

🔗 Guest Socials

YouTube: https://www.youtube.com/@rakeshpujara1

LinkedIn: https://in.linkedin.com/in/rakesh-pujara-185499159

X (Twitter): https://x.com/RakeshPujara1

Instagram: https://www.instagram.com/rakesh_k_pujara/

Facebook: https://www.facebook.com/officialrakeshpujara/

Website: https://compoundingwealth.co.in/

📲 Sanjay Kathuria Podcast Handles

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YouTube (Main): https://www.youtube.com/@SanjayKathuriaPodcast

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🙋‍♂️ Connect with Sanjay Kathuria:

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LinkedIn: https://linkedin.com/in/sanjaykathuria

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🧵 Hashtags

#MomentumInvesting #Smallcase #SanjayKathuriaPodcast

📬 Want to Come on Our Podcast :

Email Us : [Sanjaykathuriapodcast@gmail.com]

📚 About the Podcast

The Sanjay Kathuria Podcast brings you India’s top investors, entrepreneurs, and wealth creators. Learn how the top 1% manage and multiply money in simple, actionable ways.

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https://www.youtube.com/@SanjayKathuriaPodcast