TTWROR: 27%Top holdings: $HAUTO (-0,34%) (+46%)$III (+2,21%) (+17%)$BCC (+2,6%) (+19%)$QFIN (+48%)Worst trades:$MED (-2,78%) (-50%)$BNTX (+8,86%) (-19%)$PFE (+0,95%) (-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
