TTWROR: 27%Top holdings: $HAUTO (+2,4 %) (+46%)$III (+0 %) (+17%)$BCC (-1,15 %) (+19%)$QFIN (+48%)Worst trades:$MED (+1,1 %) (-50%)$BNTX (+0,58 %) (-19%)$PFE (+1,39 %) (-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
