TTWROR: 27%Top holdings: $HAUTO (-0.74%) (+46%)$III (-2.27%) (+17%)$BCC (-2.15%) (+19%)$QFIN (+48%)Worst trades:$MED (-5.85%) (-50%)$BNTX (-2.88%) (-19%)$PFE (-3.02%) (-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
