TTWROR: 27%Top holdings: $HAUTO (+1.98%) (+46%)$III (+0.61%) (+17%)$BCC (-0.62%) (+19%)$QFIN (+48%)Worst trades:$MED (+0.19%) (-50%)$BNTX (-14.01%) (-19%)$PFE (+1.2%) (-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
