TTWROR: 27%Top holdings: $HAUTO (+2,89%) (+46%)$III (+2,38%) (+17%)$BCC (+0,39%) (+19%)$QFIN (+0%) (+48%)Worst trades:$MED (+0,09%) (-50%)$BNTX (-0,6%) (-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