I just started a new video series where I take a closer look at specific stocks. This first video is about VICI Properties (VICI) – one of the more unique REITs on the market today. For those unfamiliar, $VICI (+2,31 %) owns major gaming, hospitality, and entertainment properties including Caesars Palace, MGM Grand, and others. It's essentially your way to invest in the Las Vegas Strip without flying to Nevada.

Here’s a quick rundown of what I cover:

- VICI has been growing at over 6%, with a current dividend yield of 5.7%.

- The company has a strong track record of acquisitions and lease agreements, making it a major player in its niche.

- My valuation analysis shows it’s trading just below fair value, and with potential rate cuts on the horizon, this could give REITs like VICI a nice tailwind.

- That said, the concentration in casino and entertainment assets does raise the question— is this a stable long-term hold, or are we gambling with our portfolios?

Would love to hear your thoughts:

- Are you holding VICI or thinking of adding it to your watchlist?

- How do you weigh the risk/reward of niche REITs like this one?

Check out the full breakdown in my latest video here: https://youtu.be/vakcxx64T9s

This month I got my first dividend payments since I've started investing in February from $O (+1,99 %)
$VICI (+2,31 %) and $VWRL (+0,65 %) and the REITS went up nicely to cover the crash and my EUR>USD loss on paper. Let's see if the orange man can give more discounts soon.

I didn't have much liquidity but had enough to buy some $VICI (+2,31 %) shares.

I recently started my investing journey in February—just before the market started dipping—and I wanted to share my second portfolio update and some of the lessons I’ve learned early on.

I began with a focus on building a dividend portfolio, leaning toward REITs like VICI ($VICI (+2,31 %) ) and Realty Income ($O (+1,99 %)). Despite the market correction, these stocks held up fairly well, and by the end of March, my portfolio hit around $11K with an expected $440 in annual dividend income. I'm now working toward a short-term goal of $500/year in dividends.

In my latest YouTube video, I walk through:

• My first few transactions as a new investor
• What it was like investing during a downturn
• Why I focused on defensive stocks and REITs
• The early performance of my picks
• My next goals and plans for the channel

Would love to hear your thoughts—how did your first few months of investing go? Did you also start during a rocky market? What helped you stay calm or focused?

Here’s the full video if you’re curious:

https://youtu.be/33RrCtR8NSY

Looking forward to learning from others here and sharing the journey!

Got my portfolio first dividend payment of $VICI (+2,31 %) , lets hope the dollar will crash some more, so that I can increase my stocks with discount.

I just launched my first portfolio update on YouTube, and it’s been quite the ride so far! My investing journey started in February—right before a market correction. Talk about timing, right? 😅  

In my first few months, I focused on building a defensive portfolio, investing in $VICI (+2,31 %) (a high-dividend REIT) and the Vanguard All-World ETF ($VWRL (+0,65 %) ). But when the market dipped and the media went into panic mode, I had to make some tough decisions.  

Instead of panic-selling, I took a calculated risk: I shifted my VWRL holdings into VICI, right before its ex-dividend date. Turns out, that move paid off! My portfolio rebounded, and I’m now expecting $200 in annual dividends—a great start toward my long-term goal of hitting $500 per year.  

In the video, I break down:  

✅ My first transactions & portfolio value  

✅ How I reacted to my first market correction  

✅ My strategy for dividend investing  

✅ My future plans, including stock analysis & portfolio growth  

If you’re interested in dividend investing, market strategies, or just following a beginner’s journey, I’d love for you to check it out. Plus, I’ll be launching a stock analysis series soon!  

🔗 https://youtu.be/MVjDN3O5aGM

Would love to hear your thoughts—how did you handle your first market correction? Let’s discuss!

Then take a look at these packs for ideas. Some homework has been done when handpicking these and I review them from time to time.

REIT pack: https://www.trading212.com/pies/lua2LbG5mCkbey1Mr8oABEgUWZX2k

$PSA (+2,62 %)
$VICI (+2,31 %)
$ADC (+1,62 %)
$EPRT (+1,25 %)
$LTC (+1,39 %)
$OHI (+0,95 %)
$O (+1,99 %)

BDC pack: https://www.trading212.com/pies/lua2LbG5mCkbey1Mr8oFLkbICASIN

$MAIN (+1,8 %)
$ARCC (+1,41 %)
$BXSL (+2,21 %)
$GAIN (+2,11 %)
$HTGC (+2,38 %)
$OXLC (-0,39 %)

A reminder though that some of the products are very prone, for the better and the worse, to issues arising from macro problems, interest rates or inflation. None of this is financial advice, DYOR.