TTWROR: 27%Top holdings: $HAUTO (+6.97%) (+46%)$III (+1.11%) (+17%)$BCC (-0.31%) (+19%)$QFIN (+48%)Worst trades:$MED (+2.29%) (-50%)$BNTX (-1.17%) (-19%)$PFE (+1.63%) (-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
