Yesterday I liquidated TransAlta $RNW I plan to expand the following positions with the freed up cash in roughly equal parts:

British American Tobacco $BATS (+0.1%)

Medical Properties Trust $MPW (-2.45%)

Ares Capital $ARCC (+0.28%)

Reatly Income $O (+0.22%)

Not exactly creative choices, but all "good value" in terms of valuation.