TTWROR: 27%Top holdings: $HAUTO (+2,82 %) (+46%)$III (-3,48 %) (+17%)$BCC (+1,2 %) (+19%)$QFIN (+48%)Worst trades:$MED (+4,77 %) (-50%)$BNTX (+0,73 %) (-19%)$PFE (+1,19 %) (-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
