TTWROR: 27%Top holdings: $HAUTO (+2,94 %) (+46%)$III (+2,26 %) (+17%)$BCC (+0,39 %) (+19%)$QFIN (+0 %) (+48%)Worst trades:$MED (+0,09 %) (-50%)$BNTX (-0,64 %) (-19%)$PFE (-0,48 %) (-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
