TTWROR: 27%Top holdings: $HAUTO (-12,1%) (+46%)$III (-7%) (+17%)$BCC (+1,78%) (+19%)$QFIN (+48%)Worst trades:$MED (+1,78%) (-50%)$BNTX (-3,55%) (-19%)$PFE (-4,59%) (-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
