TTWROR: 27%Top holdings: $HAUTO (+1,03 %) (+46%)$III (+2,72 %) (+17%)$BCC (+1,54 %) (+19%)$QFIN (+48%)Worst trades:$MED (+3,34 %) (-50%)$BNTX (-1,77 %) (-19%)$PFE (+0,59 %) (-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
