Space Economy

Disclaimer: Not financial advice. Stocks are highly volatile and you can lose money. Only invest what you can afford to lose. This is my personal experiment.

My Space Economy DCA Experiment

I’m running real-world DCA experiments at Mars Money Lab alongside my core holdings (Tesla, NVIDIA, BTC, ETH, etc.).

This Space Pie (£8–10/week) gives me diversified exposure to launches, lunar missions, in-space infrastructure, and direct-to-cell connectivity — all riding the tailwinds of the upcoming SpaceX IPO (June 12, 2026).

Strategy: Pure Dollar-Cost Averaging every week, regardless of price. Automated via Trading 212 pie. Rebalanced quarterly.

Current Allocation (as of late May 2026):

The core strategy is pure DCA: buy the same pound amount every month regardless of price. This removes emotion and lets me accumulate more shares when prices dip.

• RKLB: 40%
• LUNR: 25%
• ASTS: 20%
• RDW: 15%

Rocket Lab (RKLB) – Launch & Space Systems Leader

Rocket Lab is one of the most advanced small-to-medium launch providers in the world and an end-to-end space company. Its Electron rocket is the most frequently launched small orbital rocket, while Neutron (in development) will compete in the medium-lift market.

Recent Highlights (Q1 2026): Record revenue over $200M, backlog surged to $2.2 billion (108% YoY growth), strong defence and commercial demand.

Intuitive Machines (LUNR) – Lunar Infrastructure Pioneer

Intuitive Machines is a leader in lunar access and space infrastructure. They successfully landed on the Moon (Nova-C) and are scaling delivery, data, and infrastructure-as-a-service for NASA, commercial, and defence clients.

Recent Highlights (Q1 2026): Record revenue ~$187M, full-year 2026 guidance $900M–$1B, strong backlog over $1.1B after key acquisitions.

AST SpaceMobile (ASTS) – Direct-to-Cell Satellite Connectivity

AST SpaceMobile is building the world’s first space-based cellular broadband network that works with unmodified smartphones. Massive potential to connect billions of unconnected people and provide resilient coverage.

Recent Highlights (2026): On track for $150–200M revenue guidance, targeting 45–60 satellites by year-end, strong partnerships with major mobile operators (AT&T, Verizon, T-Mobile), and FCC progress.

Redwire (RDW) – In-Space Infrastructure & Defence Tech

Redwire builds critical space infrastructure — from solar arrays and antennas to microgravity manufacturing and autonomous systems. Strong focus on defence and national security contracts.

Recent Highlights (Q1 2026): Record backlog $498M, book-to-bill ratio of 1.92, 58% revenue growth YoY.

Why This Mix?

• RKLB anchors with proven launches and vertical integration.

• LUNR gives lunar/deep-space exposure.

• RDW adds infrastructure and defence stability.

• ASTS brings the highest asymmetric connectivity upside.

Together they provide broad exposure to the exploding space economy without betting on just one company.

How It Works

• Sign Up: I use Trading 212 — open your account in minutes and start trading with ease.
• Invest: Buy RKLB, LUNR, RDW, ASTS and other space stocks with 0% commission. Invest any amount that fits your budget, but don’t risk more than you can afford to lose — it’s a long-term high-risk play for potential massive gains.
• Grow: My experiment tracks the growth of the space economy through RKLB, LUNR, RDW and ASTS. Plan carefully for the long term (10+ years) and explore Trading 212’s platform to manage your investments.

Safety / Risk Rating

Space Pie (RKLB + LUNR + RDW + ASTS): ★★☆☆☆ (Very High Risk) Early-stage space companies with high execution risk, launch failures, capital intensive operations, potential dilution, regulatory hurdles (especially ASTS), and heavy dependence on government/defence contracts. Expect violent 40–70%+ swings.

Only suitable as a tiny satellite position with money you can afford to lose completely. Best held as a long-term (10+ years) high-risk moonshot.

Pros and Cons

Pros:

• Direct play on SpaceX IPO tailwinds and growing space economy
• Diversified across launches, lunar, infrastructure, and connectivity
• Real revenue growth and massive backlogs already visible
• Long-term 10x+ potential if the sector matures

Cons:

• High execution and technical risk (delays, failures)
• Capital intensive with potential dilution
• Volatile sector sentiment

Try It Yourself

Trade commission-free with Trading 212

Stocks • ETFs • Fractional Shares

Use Trading 212 pies for easy automated weekly DCA and fractional shares.

Latest Updates

Current value & performance: Check the Experiments Dashboard

Let’s see where £8-10 a week takes us over the next decade. 🚀