Charity Portfolio Update September 2026: VICI Properties Wins – the Second Purchase Is Here

You decided – and this time it was a real neck-and-neck race: VICI Properties is the second purchase in the community charity portfolio. In the second vote, LVMH, VICI Properties and Zoetis were up for the choice, and in the end VICI took it. The 50 shares have long been in the portfolio. In this update we look at the vote result in detail, take a look at the portfolio on Parqet and at the dividend calendar – and then it's straight back to you with suggestions for the next purchase.

As always up front: this is not investment advice and not a buy recommendation. I only show my personal opinion and my personal investments. I'm responsible for my money, you're responsible for yours – always make your own decision.

The vote result: VICI wins the combined tally

Voting happened in two ways as always – via a story poll on Instagram and via comment likes on YouTube. And the two channels saw it surprisingly differently:

• Instagram: here LVMH led with 69 votes, followed by VICI Properties with 63 and Zoetis with 54
• YouTube: on the comment likes the picture flipped – VICI got 28 likes, LVMH just 12, Zoetis 9

Added together that makes: VICI Properties 91 votes, LVMH 81, Zoetis 63. So on Instagram alone LVMH was ahead – but VICI's clear YouTube lead was enough to overtake LVMH in the combined tally. That's exactly why both platforms count in this project: it can flip right down to the last vote.

The second purchase: 50 shares of VICI Properties

Right after the vote, on 17 August 2026 I bought 50 shares of VICI Properties at €22.90 each – €1,145.00 in total. That puts the second stock in the charity portfolio alongside McDonald's. As a reminder: McDonald's was the first purchase, with five shares entering the portfolio on 27 July 2026 for €1,164.25.

VICI Properties is a US REIT (Real Estate Investment Trust) specialising in casino and leisure real estate – it owns some of the best-known properties on the Las Vegas Strip, among others. That's interesting for a dividend portfolio because REITs have to distribute most of their profits as dividends. So it fits the concept well.

The portfolio today: just under €2,200 and almost exactly 50/50

Here's how the charity portfolio looks right now – live and publicly viewable via Parqet*:

The numbers in detail, as of 7 September 2026:

• Portfolio value: €2,213.75 against €2,309.25 of invested capital – about €95, or 4.14%, in the red. That's pure price loss; after all, the shares were only bought a few weeks ago
• VICI Properties: €1,111.50 value (50.21%), currently −2.93%
• McDonald's: €1,102.25 value (49.79%), currently −5.33%

That splits the portfolio almost exactly 50/50 between the two stocks. Both being slightly in the red is completely normal for such a young portfolio, and for a project meant to run for many years it's beside the point anyway – this is about the dividends, not the share price.

I share the entire portfolio live via Parqet – you can look in at any time, either directly at finlen.de/spenden-depot or via my website: under Portfolios you'll find the dividend charity portfolio alongside my dividend, crypto and P2P portfolios.

As a reminder of how the project works: every month I invest €1,000 of my own money, the community votes on which stock is bought – and the dividends from the portfolio are donated. Where to, we also decide together.

A look at the dividend calendar: the first real payout is coming

With two positions in the portfolio, the dividend calendar is slowly coming to life. For the rest of the year it looks like this:

• September 2026: McDonald's pays €8.01
• October 2026: VICI Properties pays out for the first time – €19.81, the largest single payment so far
• November 2026: no payout
• December 2026: another €8.48 from McDonald's

That's around €36 by the end of the year. The exciting part, though, is the outlook: for 2027, €116.07 is already in the calendar – up around 220% versus 2026. And not a single further purchase is counted in yet. Since €1,000 is added every month and there will surely be stocks with higher dividend yields at times, the expected dividend should rise pretty quickly. That's exactly the plan: this project is meant to run for many years, so we can donate together permanently as a community.

When will the first donation be made?

You mostly favoured donating quarterly at first, while the amounts are small – it's simply not worth transferring €8 on its own. So the plan is: the first donation will probably be in December, in time for the Christmas season – by then the year's roughly €36 will be together, which I'll round up to a tidy amount. Once more than about €200 per quarter comes in, it can turn into a monthly donation rhythm.

There'll be a separate video for the first donation: you make suggestions for where the money should go – local clubs, animal shelters, children's aid, whatever matters to you – and then we vote democratically again.

Now it's your turn: suggestions for the next purchase

The next round works just like the last two:

1. Make suggestions: write in the comments under the current video which dividend stock should be bought next – one stock, two, or a whole list
2. Determine the top 3: after about a week I add up all mentions – the three most frequent go into the vote
3. Vote: again via comment likes on YouTube and in parallel via a poll on Instagram

And feel free to add why you're suggesting a particular stock – the reasoning is often the most interesting part of the whole round. They don't have to be high-dividend stocks, by the way: stocks with a low but strongly growing dividend – Microsoft, Visa, Mastercard and co. – also fit the concept.

You'll find all articles in the series in the Charity Portfolio category – from the concept through the two stock votes (first stock, second stock) to the August update. See you at the next vote!