TTWROR: 27%Top holdings: $HAUTO (+1,16%) (+46%)$III (+0,5%) (+17%)$BCC (+1,08%) (+19%)$QFIN (+48%)Worst trades:$MED (+1,12%) (-50%)$BNTX (+0,64%) (-19%)$PFE (+0,12%) (-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
