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 (+0,98%)
Medical Properties Trust $MPW (+0,23%)
Ares Capital $ARCC (+0,3%)
Reatly Income $O (+0,11%)
Not exactly creative choices, but all "good value" in terms of valuation.
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