TTWROR: 27%Top holdings: $HAUTO (+1,98%) (+46%)$III (+0,61%) (+17%)$BCC (-0,62%) (+19%)$QFIN (+48%)Worst trades:$MED (+0,19%) (-50%)$BNTX (-14,01%) (-19%)$PFE (+1,2%) (-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
