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 (+2,63 %)
Medical Properties Trust $MPW (+0,89 %)
Ares Capital $ARCC (+0,93 %)
Reatly Income $O (+1,62 %)
Not exactly creative choices, but all "good value" in terms of valuation.
