TTWROR: 27%Top holdings: $HAUTO (-3,49 %) (+46%)$III (+2,07 %) (+17%)$BCC (-8,93 %) (+19%)$QFIN (+48%)Worst trades:$MED (-5,97 %) (-50%)$BNTX (-3,93 %) (-19%)$PFE (-2,63 %) (-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
