TTWROR: 27%Top holdings: $HAUTO (+0.96%) (+46%)$III (-1.41%) (+17%)$BCC (+0.89%) (+19%)$QFIN (+48%)Worst trades:$MED (+1.05%) (-50%)$BNTX (+0.44%) (-19%)$PFE (-0.39%) (-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
