TTWROR: 27%Top holdings: $HAUTO (+0,11%) (+46%)$III (+0,15%) (+17%)$BCC (-0,07%) (+19%)$QFIN (+0,47%) (+48%)Worst trades:$MED (+0,09%) (-50%)$BNTX (+0,68%) (-19%)$PFE (-0,17%) (-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
