TTWROR: 27%Top holdings: $HAUTO (+2.4%) (+46%)$III (+0%) (+17%)$BCC (-1.15%) (+19%)$QFIN (+48%)Worst trades:$MED (+1.1%) (-50%)$BNTX (+0.58%) (-19%)$PFE (+1.39%) (-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
