TTWROR: 27%Top holdings: $HAUTO (-2.04%) (+46%)$III (-1.13%) (+17%)$BCC (-0.56%) (+19%)$QFIN (+48%)Worst trades:$MED (-0.38%) (-50%)$BNTX (-0.75%) (-19%)$PFE (+0.13%) (-16%)
Lumber , panels uva from wood - am indeed out of all timber stocks after the timber futures had fallen and all flew out of the upward channel ( Canfor , West Fraser Timber ) but timber should continue to be in demand ...BCC has quite good fundamentals
