TTWROR: 27%Top holdings: $HAUTO (+0,13%) (+46%)$III (+1,91%) (+17%)$BCC (-0,3%) (+19%)$QFIN (+48%)Worst trades:$MED (+2,06%) (-50%)$BNTX (+0,22%) (-19%)$PFE (+0,52%) (-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
