TTWROR: 27%Top holdings: $HAUTO (+5,26%) (+46%)$III (+0,9%) (+17%)$BCC (+0,66%) (+19%)$QFIN (+48%)Worst trades:$MED (+0,36%) (-50%)$BNTX (+0%) (-19%)$PFE (+0,69%) (-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
