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 (-0,32%)

Medical Properties Trust $MPW (+1,87%)

Ares Capital $ARCC (+0,01%)

Reatly Income $O (-0,5%)

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