TTWROR: 27%Top holdings: $HAUTO (-10,67%) (+46%)$III (-5,64%) (+17%)$BCC (-3,64%) (+19%)$QFIN (+48%)Worst trades:$MED (-3,3%) (-50%)$BNTX (-3,49%) (-19%)$PFE (-2,67%) (-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
