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 (+0,11%)

Medical Properties Trust $MPW (-1,29%)

Ares Capital $ARCC (-1,49%)

Reatly Income $O (-1,14%)

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