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
