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 (+0,79%)

Medical Properties Trust $MPW (-2,5%)

Ares Capital $ARCC (+0,62%)

Reatly Income $O (-0,19%)

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