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 (-1,63 %)

Medical Properties Trust $MPW (+1,02 %)

Ares Capital $ARCC (-0,13 %)

Reatly Income $O (+0,59 %)

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