TTWROR: 27%Top holdings: $HAUTO (+0,09%) (+46%)$III (-0,56%) (+17%)$BCC (-0,9%) (+19%)$QFIN (+0,71%) (+48%)Worst trades:$MED (-0,68%) (-50%)$BNTX (+0,31%) (-19%)$PFE (+0,93%) (-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
