The SpaceX Selling System I’d Use If I Held Your Shares

The First Thing I’d Fix

I sit across from SpaceX shareholders almost every week. The first thing I ask is: what’s driving your next sale?

A price? “I’ll sell at $200.” A number? “I need $800,000 for a house.” Or a gut call on the day the stock drops?

Most people know exactly what their shares are worth. Very few know what makes them sell. If I held your shares, that’s the first thing I’d fix.

Step 1: I’d Write Down My Secure Number

The after-tax dollars I’d want outside SpaceX, so my family’s life doesn’t depend on one stock. Three buckets:

• Obligations: taxes, debt, anything with a due date
• Life goals: the house, the business, the sabbatical
• Comfort capital: enough that I could stop checking the price

Composite example: $500,000 for debt and taxes, $800,000 for a down payment, $4 million in comfort capital. Secure Number: $5.3 million after tax.

Step 2: I’d Decide What Rides

Everything above the Secure Number is the Ride Band. The shares I’d keep because I believe in the company.

If you’re bullish, I’m not going to tell you to sell down to a 10% rule of thumb. I wouldn’t do that if these were my shares either. Secure what you need. Let the rest ride.

Step 3: I’d Let Two Engines Do the Selling

Monthly trim. A percentage of my shares every month, scaled to price. Higher price, bigger trim.

Milestone ladder. Set tranches at set prices. The stock clears a rung, a tranche goes.

If the stock rises, I reach my Secure Number faster. If it stalls or drops, I sell slower and keep more shares for the recovery. No guessing required.

Step 4: I’d Decide Now What a Sell-Off Changes

When SPCX slid toward $105 this summer, all bets were off. Rules got second-guessed, and most people froze.

So before the next one, I’d write down three things: my floor, how much my trim slows, and which rungs stay live.

Then I’d check the calendar: trading windows, the tax year (December 30 and January 2 are different years), and which share lots I’d sell first.

Three Questions I’d Answer This Week

1. What’s my Secure Number, after tax?
2. What rule makes my next sale happen?
3. If SpaceX goes back to $105, does my plan still work?

If you can’t answer all three, that’s the conversation I’d want to have with you.

Your Equity Built This Far. Strategy Protects What Comes Next.

Bring your numbers, and I’ll walk through them with you. 30 minutes. Your numbers. One on one. Once we’re working together, we run the plan with you.

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Augustus Wealth, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Augustus Wealth, LLC and its representatives are properly licensed or exempt from licensure. This content is for informational and educational purposes only and does not constitute personalized financial, tax, or investment advice. All examples are hypothetical. Equity compensation strategies involve risks and should be evaluated in the context of your complete financial situation. Tax laws change frequently. Consult your tax professional for advice specific to your situation. SpaceX is referenced for educational purposes only. Augustus Wealth has no affiliation with SpaceX. Calculator outputs are estimates and should not be relied upon as tax or financial advice. Past performance is not indicative of future results.