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 (-0,52 %)
Medical Properties Trust $MPW (-0,62 %)
Ares Capital $ARCC (+0,43 %)
Reatly Income $O (-0,52 %)
Not exactly creative choices, but all "good value" in terms of valuation.
