TTWROR: 27%Top holdings: $HAUTO (-0.03%) (+46%)$III (+4.96%) (+17%)$BCC (+3.34%) (+19%)$QFIN (+3.87%) (+48%)Worst trades:$MED (+2.66%) (-50%)$BNTX (-0.51%) (-19%)$PFE (-0.49%) (-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
