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 (+2,4 %)

Medical Properties Trust $MPW (-0,63 %)

Ares Capital $ARCC (-1,86 %)

Reatly Income $O (+0,86 %)

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