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 (+1,84%)

Medical Properties Trust $MPW (+0,24%)

Ares Capital $ARCC (+1,64%)

Reatly Income $O (+0,55%)

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