TTWROR: 27%Top holdings: $HAUTO (-1.06%) (+46%)$III (+0.21%) (+17%)$BCC (-1.06%) (+19%)$QFIN (+48%)Worst trades:$MED (-0.56%) (-50%)$BNTX (-1.49%) (-19%)$PFE (+0.38%) (-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
