TTWROR: 27%Top holdings: $HAUTO (-11,25 %) (+46%)$III (-7 %) (+17%)$BCC (+1,27 %) (+19%)$QFIN (+48%)Worst trades:$MED (-0,08 %) (-50%)$BNTX (-3,64 %) (-19%)$PFE (-3,91 %) (-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
