TTWROR: 27%Top holdings: $HAUTO (-4,24%) (+46%)$III (-1,24%) (+17%)$BCC (-0,26%) (+19%)$QFIN (+48%)Worst trades:$MED (-0,5%) (-50%)$BNTX (-0,42%) (-19%)$PFE (-0,22%) (-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
