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 (+1,2%)

Medical Properties Trust $MPW (-0,48%)

Ares Capital $ARCC (-0,28%)

Reatly Income $O (-0,05%)

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