Päivitetty 24.10.2025

| Timon listan laskennallinen mallisalkku verrattuna OMXH25-indeksiin |
| Timon OMXH-lista ja arkisto |
| Taustaa |
|
Muutokset sijoitusstrategiaan ja mallisalkun käsittelyyn
|
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| Vuosi | Vertailuindeksi | Mallisalkku | Ylituotto |
|---|---|---|---|
| 2006 viim. 4 kk | 14.82% | 19.30% | 4.49 %-yks. |
| 2007 | 6.65% | 25.73% | 19.08 %-yks. |
| 2008 | -46.94% | -46.12% | 0.82 %-yks. |
| 2009 | 42.34% | 122.81% | 80.46 %-yks. |
| 2010 | 35.18% | 27.60% | -7.59 %-yks. |
| 2011 | -22.48% | -10.53% | 11.95 %-yks. |
| 2012 | 19.79% | 13.63% | -6.16 %-yks. |
| 2013 | 35.06% | 22.16% | -12.90 %-yks. |
| 2014 | 11.64% | 2.90% | -8.75 %-yks. |
| 2015 | 16.05% | 28.15% | 12.10 %-yks. |
| 2016 | 12.76% | 37.37% | 24.62 %-yks. |
| 2017 | 9.90% | 15.28% | 5.37 %-yks. |
| 2018 | -3.04% | -5.10% | -2.06 %-yks. |
| 2019 | 19.46% | 46.85% | 27.38 %-yks. |
| 2020 | 14.42% | 43.05% | 28.63 %-yks. |
| 2021 | 25.37% | 24.25% | -1.12 %-yks. |
| 2022 | -8.72% | -24.94% | -16.22 %-yks. |
| 2023 | -2.27% | 6.35% | 8.62 %-yks. |
| 2024 | -0.12% | 5.72% | 5.84 %-yks. |
| 2025 vuoden alusta | 29.11% | 13.85% | -15.26 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 481.21 | 1418.27 | 194.73% | 5.80% |
Päivitys 24.10.2025:
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||
| 1 | Consti | Valmet | ||||
| 2 | Atria | HKFoods | ||||
| 3 | Raute | Fodelia | ||||
| 4 | Tecnotree | Alisa Pankki | ||||
| 5 | Aspo | F-Secure | Betolar | |||
| 6 | Koskisen | Viafin Service | Bittium | |||
| 7 | Kreate | Kesko | ||||
| 8 | Kemira | Metso | ||||
| 9 | Tekova | |||||
| 10 | Aallon Group | Arvo Sijoitusosuuskunta | ||||
| 11 | Pihlajalinna | |||||
| 12 | Taaleri | UPM | ||||
| 13 | Nordea Bank | Alexandria Group | ||||
| 14 | Wulff-Yhtiöt | Ilkka | Merus Power | |||
| 15 | United Bankers | Investors House | ||||
| 16 | Orthex | Optomed | ||||
| 17 | Aktia Bank plc | Kesla | ||||
| 18 | CapMan | Etteplan | ||||
| 19 | Lassila & Tikanoja | Aspocomp | ||||
| 20 | Evli | Fiskars Group | ||||
| 21 | GRK Infra | |||||
| 22 | Raisio | Kone | ||||
| 23 | Scanfil | NoHo Partners | ||||
| 24 | Nurminen Logistics | Tokmanni Group | ||||
| 25 | Relais Group | Keskisuomalainen | ||||
| 26 | Apetit | Konecranes | Hiab Oyj | |||
| 27 | Kalmar | Digia | ||||
| 28 | Biohit | Alma Media | ||||
| 29 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||
| 30 | Titanium | Kempower | ||||
| 31 | LapWall | Tamtron | ||||
| 32 | Sanoma | Verkkokauppa.com | ||||
| 33 | Terveystalo | Nightingale Health | ||||
| 34 | Componenta | |||||
| 35 | Teleste | Finnair | ||||
| 36 | Incap | EcoUp | ||||
| 37 | Toivo Group | Revenio Group | ||||
| 38 | Fortum | Admicom | YIT | |||
| 39 | Enento Group | Solar Foods | Faron Pharmaceuticals | |||
| 40 | Detection Technology | Robit | Nokian Renkaat | |||
| 41 | Sampo | Orion | ||||
| 42 | Tulikivi | Panostaja | ||||
| 43 | Anora | Rapala VMC | ||||
| 44 | Marimekko | Harvia | ||||
| 45 | Fondia | Administer | ||||
| 46 | Lemonsoft | Oriola | ||||
| 47 | Loihde | Outokumpu | ||||
| 48 | Vaisala | Nexstim | ||||
| 49 | Tietoevry | Siili Solutions | ||||
| 50 | Oma Säästöpankki | |||||
| 51 | Glaston | Spinnova | ||||
| 52 | eQ | Norrhydro | ||||
| 53 | Puuilo | Wärtsilä | ||||
| 54 | Boreo | Honkarakenne | KH Group | |||
| 55 | Nokia | Foamit | ||||
| 56 | Endomines | Springvest | ||||
| 57 | Sotkamo Silver | SRV | ||||
| 58 | Mandatum | QPR Software | ||||
| 59 | Exel Composites | Solteq | ||||
| 60 | Kamux | Remedy | ||||
| 61 | Ponsse | Modulight | ||||
| 62 | Enersense | Eezy | Sitowise | |||
| 63 | Elisa | Asuntosalkku | ||||
| 64 | Digital Workforce | Gofore | ||||
| 65 | Stora Enso | Metsä Board | ||||
| 66 | Solwers | Vincit | ||||
| 67 | Talenom | Lamor | Rebl Group Oyj | |||
| 68 | Neste | Pallas Air | ||||
| 69 | Duell | Netum | ||||
| 70 | LeadDesk | Suominen | ||||
| 71 | Witted | Martela | ||||
| 72 | Qt | Canatu A | ||||
| 73 | Wetteri | |||||
| 74 | Sunborn International | |||||
| 75 | WithSecure | |||||
| 76 | Herantis Pharma | |||||
| 77 | Aiforia Technologies | Bioretec | ||||
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 23.10.2025 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Consti | 10.85 | 13.02 | 20% |
| 2 | 3 | Raute | 14.60 | 17.52 | 20% |
| 3 | 2 | Atria | 13.95 | 16.60 | 19% |
| 4 | 4 | Tecnotree | 5.38 | 6.35 | 18% |
| 5 | 5 | Aspo | 6.14 | 7.18 | 17% |
| 6 | 6 | Koskisen | 8.54 | 9.99 | 17% |
| 7 | 7 | Kreate | 10.60 | 12.40 | 17% |
| 8 | 9 | Tekova | 1.45 | 1.70 | 17% |
| 9 | 8 | Kemira | 19.48 | 22.60 | 16% |
| 10 | 11 | Pihlajalinna | 16.50 | 19.14 | 16% |
| 11 | 10 | Aallon Group | 11.10 | 12.88 | 16% |
| 12 | 12 | Taaleri | 6.77 | 7.85 | 16% |
| 13 | 13 | Nordea Bank | 14.68 | 17.02 | 16% |
| 14 | 14 | Wulff-Yhtiöt | 3.21 | 3.72 | 16% |
| 15 | 6 | Viafin Service | 19.50 | 22.62 | 16% |
| 16 | 16 | Orthex | 4.62 | 5.31 | 15% |
| 17 | 15 | United Bankers | 17.30 | 19.89 | 15% |
| 18 | 10 | Arvo Sijoitusosuuskunta | 71.90 | 82.69 | 15% |
| 19 | 17 | Aktia Bank plc | 10.44 | 12.01 | 15% |
| 20 | 18 | CapMan | 1.79 | 2.06 | 15% |
| 21 | 19 | Lassila & Tikanoja | 9.99 | 11.49 | 15% |
| 22 | 20 | Evli | 20.90 | 24.03 | 15% |
| 23 | 21 | GRK Infra | 13.95 | 16.04 | 15% |
| 24 | 22 | Raisio | 2.54 | 2.93 | 15% |
| 25 | 24 | Nurminen Logistics | 0.98 | 1.11 | 14% |
| 26 | 23 | Scanfil | 10.06 | 11.47 | 14% |
| 27 | 25 | Relais Group | 16.10 | 18.35 | 14% |
| 28 | 25 | Keskisuomalainen | 8.00 | 9.04 | 13% |
| 29 | 26 | Apetit | 14.10 | 15.93 | 13% |
| 30 | 23 | NoHo Partners | 9.00 | 10.17 | 13% |
| 31 | 13 | Alexandria Group | 10.00 | 11.30 | 13% |
| 32 | 27 | Kalmar | 36.86 | 41.28 | 12% |
| 33 | 28 | Biohit | 3.05 | 3.42 | 12% |
| 34 | 27 | Digia | 5.98 | 6.70 | 12% |
| 35 | 29 | Huhtamäki | 29.52 | 33.06 | 12% |
| 36 | 30 | Titanium | 6.06 | 6.79 | 12% |
| 37 | 31 | LapWall | 4.00 | 4.48 | 12% |
| 38 | 32 | Sanoma | 11.12 | 12.34 | 11% |
| 39 | 33 | Terveystalo | 9.14 | 10.15 | 11% |
| 40 | 29 | Ovaro Kiinteistösijoitus | 3.20 | 3.55 | 11% |
| 41 | 1 | Valmet | 28.84 | 32.01 | 11% |
| 42 | 34 | Componenta | 4.12 | 4.57 | 11% |
| 43 | 26 | Konecranes | 81.85 | 90.85 | 11% |
| 44 | 35 | Teleste | 3.94 | 4.37 | 11% |
| 45 | 28 | Alma Media | 15.40 | 17.09 | 11% |
| 46 | 36 | Incap | 9.41 | 10.45 | 11% |
| 47 | 31 | Tamtron | 5.26 | 5.84 | 11% |
| 48 | 37 | Toivo Group | 0.94 | 1.03 | 10% |
| 49 | 18 | Etteplan | 10.00 | 11.00 | 10% |
| 50 | 38 | Fortum | 18.00 | 19.81 | 10% |
| 51 | 19 | Aspocomp | 5.16 | 5.68 | 10% |
| 52 | 39 | Enento Group | 14.80 | 16.13 | 9% |
| 53 | 41 | Sampo | 9.79 | 10.67 | 9% |
| 54 | 40 | Detection Technology | 9.50 | 10.36 | 9% |
| 55 | 2 | HKFoods | 1.61 | 1.75 | 9% |
| 56 | 41 | Orion | 68.00 | 74.12 | 9% |
| 57 | 42 | Tulikivi | 0.44 | 0.48 | 9% |
| 58 | 5 | F-Secure | 1.63 | 1.78 | 9% |
| 59 | 43 | Anora | 3.00 | 3.26 | 9% |
| 60 | 44 | Marimekko | 13.96 | 15.08 | 8% |
| 61 | 7 | Kesko | 19.21 | 20.75 | 8% |
| 62 | 46 | Lemonsoft | 7.24 | 7.82 | 8% |
| 63 | 45 | Fondia | 4.30 | 4.64 | 8% |
| 64 | 12 | UPM | 23.26 | 25.12 | 8% |
| 65 | 47 | Loihde | 11.15 | 11.93 | 7% |
| 66 | 48 | Vaisala | 46.45 | 49.70 | 7% |
| 67 | 49 | Tietoevry | 18.20 | 19.47 | 7% |
| 68 | 24 | Tokmanni Group | 9.22 | 9.87 | 7% |
| 69 | 50 | Oma Säästöpankki | 11.54 | 12.35 | 7% |
| 70 | 14 | Ilkka | 3.91 | 4.18 | 7% |
| 71 | 51 | Glaston | 1.12 | 1.18 | 6% |
| 72 | 52 | eQ | 11.20 | 11.87 | 6% |
| 73 | 37 | Revenio Group | 25.00 | 26.50 | 6% |
| 74 | 32 | Verkkokauppa.com | 3.92 | 4.16 | 6% |
| 75 | 53 | Puuilo | 14.65 | 15.53 | 6% |
| 76 | 40 | Robit | 1.15 | 1.22 | 6% |
| 77 | 38 | Admicom | 48.30 | 51.20 | 6% |
| 78 | 54 | Boreo | 15.70 | 16.64 | 6% |
| 79 | 55 | Nokia | 5.25 | 5.56 | 6% |
| 80 | 49 | Siili Solutions | 4.81 | 5.10 | 6% |
| 81 | 8 | Metso | 13.70 | 14.38 | 5% |
| 82 | 57 | Sotkamo Silver | 0.11 | 0.11 | 5% |
| 83 | 56 | Endomines | 28.00 | 29.40 | 5% |
| 84 | 53 | Wärtsilä | 26.55 | 27.88 | 5% |
| 85 | 22 | Kone | 58.66 | 61.59 | 5% |
| 86 | 58 | Mandatum | 6.03 | 6.33 | 5% |
| 87 | 59 | Exel Composites | 0.37 | 0.38 | 5% |
| 88 | 60 | Kamux | 1.94 | 2.03 | 5% |
| 89 | 61 | Ponsse | 25.80 | 26.83 | 4% |
| 90 | 35 | Finnair | 2.82 | 2.94 | 4% |
| 91 | 62 | Enersense | 4.10 | 4.26 | 4% |
| 92 | 45 | Administer | 2.66 | 2.74 | 3% |
| 93 | 63 | Elisa | 40.12 | 41.32 | 3% |
| 94 | 64 | Digital Workforce | 3.19 | 3.29 | 3% |
| 95 | 3 | Fodelia | 5.32 | 5.48 | 3% |
| 96 | 65 | Stora Enso | 9.60 | 9.79 | 2% |
| 97 | 66 | Solwers | 2.30 | 2.35 | 2% |
| 98 | 64 | Gofore | 14.52 | 14.81 | 2% |
| 99 | 47 | Outokumpu | 4.22 | 4.30 | 2% |
| 100 | 48 | Nexstim | 13.45 | 13.72 | 2% |
| 101 | 56 | Springvest | 6.94 | 7.08 | 2% |
| 102 | 20 | Fiskars Group | 12.36 | 12.61 | 2% |
| 103 | 44 | Harvia | 36.60 | 36.97 | 1% |
| 104 | 6 | Bittium | 13.62 | 13.76 | 1% |
| 105 | 40 | Nokian Renkaat | 8.46 | 8.54 | 1% |
| 106 | 26 | Hiab Oyj | 51.50 | - | - |
| 107 | 52 | Norrhydro | 1.41 | - | - |
| 108 | 46 | Oriola | 1.11 | - | - |
| 109 | 66 | Vincit | 1.37 | 1.37 | -0% |
| 110 | 63 | Asuntosalkku | 78.00 | 78.00 | -0% |
| 111 | 42 | Panostaja | 0.39 | 0.39 | -0% |
| 112 | 67 | Talenom | 3.15 | 3.15 | -0% |
| 113 | 57 | SRV | 5.06 | 5.01 | -1% |
| 114 | 67 | Lamor | 1.20 | 1.19 | -1% |
| 115 | 55 | Foamit | 0.84 | 0.82 | -2% |
| 116 | 54 | Honkarakenne | 2.40 | 2.35 | -2% |
| 117 | 68 | Neste | 17.53 | 17.18 | -2% |
| 118 | 43 | Rapala VMC | 1.21 | 1.19 | -2% |
| 119 | 15 | Investors House | 3.91 | 3.79 | -3% |
| 120 | 62 | Eezy | 0.78 | 0.76 | -3% |
| 121 | 38 | YIT | 2.79 | 2.68 | -4% |
| 122 | 69 | Duell | 3.40 | 3.26 | -4% |
| 123 | 70 | LeadDesk | 6.96 | 6.68 | -4% |
| 124 | 71 | Witted | 1.43 | 1.37 | -4% |
| 125 | 65 | Metsä Board | 2.90 | 2.78 | -4% |
| 126 | 59 | Solteq | 0.55 | 0.53 | -4% |
| 127 | 72 | Qt | 39.28 | 37.32 | -5% |
| 128 | 73 | Wetteri | 0.19 | 0.18 | -5% |
| 129 | 62 | Sitowise | 2.50 | 2.38 | -5% |
| 130 | 54 | KH Group | 0.43 | 0.41 | -6% |
| 131 | 71 | Martela | 1.09 | 1.03 | -6% |
| 132 | 4 | Alisa Pankki | 0.19 | 0.17 | -7% |
| 133 | 17 | Kesla | 2.98 | 2.77 | -7% |
| 134 | 67 | Rebl Group Oyj | 1.04 | 0.97 | -7% |
| 135 | 61 | Modulight | 1.28 | 1.18 | -8% |
| 136 | 36 | EcoUp | 1.47 | 1.32 | -10% |
| 137 | 14 | Merus Power | 4.52 | 4.07 | -10% |
| 138 | 30 | Kempower | 16.66 | 14.99 | -10% |
| 139 | 69 | Netum | 1.20 | 1.07 | -11% |
| 140 | 51 | Spinnova | 0.52 | 0.46 | -11% |
| 141 | 16 | Optomed | 4.04 | 3.55 | -12% |
| 142 | 70 | Suominen | 1.67 | 1.47 | -12% |
| 143 | 74 | Sunborn International | 0.25 | 0.22 | -13% |
| 144 | 75 | WithSecure | 1.70 | 1.48 | -13% |
| 145 | 76 | Herantis Pharma | 2.19 | 1.91 | -13% |
| 146 | 72 | Canatu A | 8.80 | 7.66 | -13% |
| 147 | 60 | Remedy | 12.74 | 10.96 | -14% |
| 148 | 33 | Nightingale Health | 2.33 | 1.98 | -15% |
| 149 | 39 | Solar Foods | 5.49 | 4.67 | -15% |
| 150 | 39 | Faron Pharmaceuticals | 2.01 | 1.69 | -16% |
| 151 | 68 | Pallas Air | 0.68 | 0.55 | -19% |
| 152 | 5 | Betolar | 1.22 | 0.99 | -19% |
| 153 | 77 | Aiforia Technologies | 2.80 | 2.27 | -19% |
| 154 | 77 | Bioretec | 1.41 | 1.12 | -20% |
| 155 | 58 | QPR Software | 0.56 | 0.45 | -20% |
Timon OMXH-lista on viikottain päivitettävä suosituslista, joka on laskettu ottaen huomioon yritysten
Lista soveltuu parhaiten osakesäästäjälle, jonka sijoitushorisontti on vähintään muutaman vuoden mittainen. Laskentamenetelmä pyrkii erottelemaan firmat niiden osakkeen nykyisen arvostustason perusteella, minkä takia listan kärkipuolen osakkeille ennustetaan nousupotentiaalia. Vastaavasti listan loppupuolelle päätyneet osakkeet tulkitaan yliarvostetuiksi ja niiden arvioidaan laskevan.
Timon listaa ylläpitää yksityinen, riippumaton sijoittaja, joka perustaa omat sijoituksensa tämän listan antamaan informaatioon. Pyrimme huolellisuuteen, mutta emme takaa tietojen oikeellisuutta.
Tähän asti osakkeen nousupotentiaali on tarkoittanut seuraavaa:
Tästä eteenpäin osakkeen nousupotentiaali tarkoittaa seuraavaa: