I waited. And waited. And waited some more.
VICI refused to drop, like one of those stocks that knows you’re watching it and does it purely out of spite. But mid month, finally, it cracked. That was my cue. I deployed the full December allocation, plus a few dusty leftovers, straight into VICI Properties. Forty shares total, average price $28.50.
Why VICI? Because I needed a REIT. A proper one. High dividend yield, boring cash flows, casinos quietly vacuuming money from tourists who think “one last hand” is a strategy. A clean 6.40% yield felt like a warm blanket after months of pretending growth stocks don’t emotionally abuse you.
And then came dividends. End of the year is when dividend stocks cosplay as generous uncles at Christmas, lots of small envelopes, none of them life changing, but the gesture matters. December delivered exactly that kind of energy. Cash rolled in from Target, United Parcel Service, Chevron, Coca-Cola, UnitedHealth Group, Waste Management, Bank of America and Prologis.
Was it enough to retire? Obviously not. Was it enough to cover a Starbucks coffee? On a good day, yes. Did it feel good seeing money arrive without clicking buy? Absolutely.
December did what December is supposed to do: paid me quietly, let me rebalance emotionally, and reminded me why boring income still beats exciting losses.
Merry Christmas. 🎄
See you in January, when the market sobers up and pretends it has a plan again