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 (-0,17 %)

Medical Properties Trust $MPW (-2,56 %)

Ares Capital $ARCC (+0,17 %)

Reatly Income $O (+0,38 %)

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