TTWROR: 27%Top holdings: $HAUTO (+2,82%) (+46%)$III (-3,48%) (+17%)$BCC (+1,2%) (+19%)$QFIN (+48%)Worst trades:$MED (+4,77%) (-50%)$BNTX (+0,73%) (-19%)$PFE (+1,19%) (-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
