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 (-0,23%)

Medical Properties Trust $MPW (-3,98%)

Ares Capital $ARCC (+0,05%)

Reatly Income $O (-0,83%)

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