TTWROR: 27%Top holdings: $HAUTO (+46%)$III (+17%)$BCC (+1.54%) (+19%)$QFIN (+48%)Worst trades:$MED (-50%)$BNTX (-19%)$PFE (+0.59%) (-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
