Päivitetty 27.2.2026

Timon OMXH-lista    
   

Timon listan laskennallinen mallisalkku verrattuna OMXH25-indeksiin
Timon OMXH-lista ja arkisto
Taustaa
Muutokset sijoitusstrategiaan ja mallisalkun käsittelyyn


Timon listan laskennallinen mallisalkku verrattuna OMXH25-indeksiin

Salkun säännöt:


Tuotto vuosittain

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 37.66% 22.30% -15.36 %-yks.
2026 vuoden alusta 6.89% 4.74% -2.15 %-yks.

Salkun arvo (aloitusarvo 29.8.2006: 100.00)

Vertailuindeksi Mallisalkku Ylituotto Ylituotto keskim./vuosi
548.38 1595.69 190.96% 5.63%

Salkun sisältö 27.2.2026:

Päivitys 27.2.2026: Ei muutoksia mallisalkun sisältöön.


Timon OMXH-lista        

Pörssiyhtiöiden luokitus laskennallisiin toimialoihin.

Varsinainen Timon lista on tämän taulukon alapuolella.

Yhtiöiden korrelaatioklusterointi laskennallisiin sektoreihin ("toimialoihin") geneettisen algoritmin avulla 5 vuoden liukuvan pörssikurssihistorian yli.

Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79

Sektori     Yhtiöt
1TecnotreeBoreo
2AtriaHKFoods
3Keskisuomalainen
4KreateKesko
5Sotkamo SilverSRV
6AnoraAspoBetolarF-Secure
7Wulff-YhtiötMerus Power
8FondiaEnento GroupAdminister
9ConstiRaisioValmet
10Arvo SijoitusosuuskuntaAallon Group
11Aktia Bank plcKalmar
12KH GroupSolwers
13ScanfilNoHo Partners
14OutokumpuCapMan
15Exel CompositesEnersense
16IncapTamtron
17Nordea BankAlexandria GroupAlma Media
18TitaniumKempower
19Oma Säästöpankki
20FinnairTeleste
21KonecranesHiab OyjApetit
22NorrhydroeQ
23LoihdeFiskars Group
24EndominesRauteTerveystaloFodelia
25EvliHerantis Pharma
26GRK Infra
27ComponentaPihlajalinna
28Pallas AirRebl Group Oyj
29IlkkaVerkkokauppa.com
30OrthexOptomedQt
31UPMCanatu A
32NokiaFoamit
33TietoevryPanostaja
34Toivo GroupRevenio Group
35Ovaro KiinteistösijoitusHuhtamäki
36Stora EnsoMetsä Board
37MetsoTekova
38ElisaTulikiviAsuntosalkkuAspocomp
39FortumRelais Group
40Luotea
41United BankersKemira
42Lassila & Tikanoja
43SpringvestNightingale Health
44WärtsiläPuuilo
45NesteSiili Solutions
46BittiumKoskisenViafin Service
47Investors House
48Nokian RenkaatDetection Technology
49WithSecure
50OrionNexstim
51Vaisala
52KoneMandatumLapWall
53Wetteri
54TaaleriLamor
55RobitEcoUp
56VincitTalenom
57SitowiseSolteq
58Tokmanni GroupNurminen Logistics
59Rapala VMCEezy
60RemedyKamux
61DigiaSanoma
62GoforeSpinnova
63PonsseModulight
64Sampo
65KeslaEtteplan
66GlastonDigital Workforce
67HonkarakenneAlisa Pankki
68WittedMartela
69YITAdmicom
70OriolaLemonsoft
71Sunborn International
72HarviaMarimekko
73Solar FoodsFaron Pharmaceuticals
74DuellNetum
75BiohitQPR Software
76SuominenLeadDesk
77SSH
78Aiforia TechnologiesBioretec


Osakelaji on mallisalkussa     Markkina-arvo alle 100 M€     Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta

SijaSektoriYhtiöOsakekurssi/EUR 26.02.2026TavoitekurssiKurssin nousu- tai laskupotentiaali
1 1 Tecnotree 5.61 6.84 22%
2 3 Keskisuomalainen 10.40 12.27 18%
3 2 Atria 17.75 20.77 17%
4 1 Boreo 17.10 20.01 17%
5 5 Sotkamo Silver 0.43 0.50 15%
6 4 Kreate 13.75 15.81 15%
7 6 Anora 4.12 4.70 14%
8 2 HKFoods 1.89 2.15 14%
9 7 Wulff-Yhtiöt 3.94 4.45 13%
10 9 Consti 11.75 13.28 13%
11 8 Fondia 5.38 6.08 13%
12 10 Arvo Sijoitusosuuskunta 81.60 92.21 13%
13 12 KH Group 0.54 0.61 13%
14 11 Aktia Bank plc 12.62 14.26 13%
15 13 Scanfil 11.76 13.17 12%
16 15 Exel Composites 0.50 0.56 12%
17 14 Outokumpu 5.54 6.15 11%
18 16 Incap 10.66 11.83 11%
19 17 Nordea Bank 16.62 18.45 11%
20 18 Titanium 7.28 8.08 11%
21 11 Kalmar 49.40 54.83 11%
22 19 Oma Säästöpankki 12.18 13.40 10%
23 20 Finnair 3.54 3.89 10%
24 22 Norrhydro 1.42 1.56 10%
25 21 Konecranes 99.00 107.91 9%
26 23 Loihde 12.60 13.73 9%
27 6 Aspo 6.88 7.50 9%
28 17 Alexandria Group 11.00 11.99 9%
29 24 Endomines 29.60 32.26 9%
30 26 GRK Infra 13.06 14.11 8%
31 25 Evli 24.40 26.35 8%
32 15 Enersense 3.76 4.06 8%
33 28 Pallas Air 0.68 0.73 8%
34 27 Componenta 4.57 4.94 8%
35 30 Orthex 4.93 5.28 7%
36 29 Ilkka 4.28 4.58 7%
37 31 UPM 27.07 28.96 7%
38 33 Tietoevry 18.47 19.58 6%
39 32 Nokia 6.23 6.61 6%
40 34 Toivo Group 0.98 1.04 6%
41 35 Ovaro Kiinteistösijoitus 3.34 3.54 6%
42 36 Stora Enso 11.37 12.05 6%
43 37 Metso 17.66 18.72 6%
44 35 Huhtamäki 31.34 33.22 6%
45 38 Elisa 42.84 45.41 6%
46 5 SRV 5.20 5.51 6%
47 39 Fortum 19.54 20.71 6%
48 40 Luotea 2.79 2.92 5%
49 42 Lassila & Tikanoja 7.66 8.05 5%
50 41 United Bankers 19.45 20.42 5%
51 43 Springvest 9.66 10.14 5%
52 9 Raisio 2.76 2.90 5%
53 44 Wärtsilä 37.00 38.85 5%
54 45 Neste 21.30 22.37 5%
55 47 Investors House 4.20 4.37 4%
56 46 Bittium 26.30 27.35 4%
57 48 Nokian Renkaat 10.83 11.26 4%
58 41 Kemira 20.08 20.88 4%
59 49 WithSecure 1.72 1.79 4%
60 12 Solwers 2.28 2.35 3%
61 25 Herantis Pharma 2.13 2.19 3%
62 24 Raute 14.45 14.88 3%
63 50 Orion 67.95 69.99 3%
64 37 Tekova 1.27 1.31 3%
65 51 Vaisala 47.20 48.62 3%
66 17 Alma Media 14.20 14.63 3%
67 4 Kesko 20.46 20.87 2%
68 29 Verkkokauppa.com 3.65 3.72 2%
69 53 Wetteri 0.20 0.20 1%
70 52 Kone 63.34 63.97 1%
71 9 Valmet 28.22 28.50 1%
72 52 Mandatum 6.78 6.85 1%
73 48 Detection Technology 11.10 11.21 1%
74 36 Metsä Board 3.06 3.09 1%
75 38 Tulikivi 0.48 0.49 1%
76 52 LapWall 3.98 3.98 0%
77 46 Koskisen 8.94 8.94 0%
78 54 Taaleri 7.30 7.30 0%
79 6 Betolar 1.20 1.19 -1%
80 55 Robit 1.12 1.11 -1%
81 38 Asuntosalkku 80.50 78.89 -2%
82 23 Fiskars Group 13.18 12.92 -2%
83 56 Vincit 1.31 1.28 -2%
84 31 Canatu A 9.28 9.09 -2%
85 57 Sitowise 2.38 2.31 -3%
86 46 Viafin Service 19.00 18.43 -3%
87 58 Tokmanni Group 7.95 7.71 -3%
88 32 Foamit 0.86 0.84 -3%
89 14 CapMan 1.85 1.77 -4%
90 28 Rebl Group Oyj 1.10 1.06 -4%
91 59 Rapala VMC 1.23 1.18 -4%
92 21 Hiab Oyj 48.28 46.35 -4%
93 8 Enento Group 14.66 13.93 -5%
94 20 Teleste 3.58 3.40 -5%
95 16 Tamtron 5.40 5.13 -5%
96 24 Terveystalo 9.22 8.67 -6%
97 8 Administer 2.38 2.24 -6%
98 21 Apetit 13.90 13.07 -6%
99 60 Remedy 14.50 13.48 -7%
100 22 eQ 10.85 10.09 -7%
101 54 Lamor 1.10 1.01 -8%
102 61 Digia 6.04 5.56 -8%
103 13 NoHo Partners 7.84 7.13 -9%
104 59 Eezy 0.77 0.70 -9%
105 38 Aspocomp 4.86 4.42 -9%
106 62 Gofore 12.72 11.58 -9%
107 63 Ponsse 25.30 23.02 -9%
108 65 Kesla 2.68 2.44 -9%
109 64 Sampo 9.22 8.30 -10%
110 66 Glaston 1.08 0.97 -10%
111 7 Merus Power 4.30 3.87 -10%
112 39 Relais Group 15.25 13.57 -11%
113 67 Honkarakenne 2.51 2.23 -11%
114 61 Sanoma 9.10 8.10 -11%
115 68 Witted 1.36 1.20 -12%
116 69 YIT 2.79 2.46 -12%
117 65 Etteplan 8.74 7.60 -13%
118 6 F-Secure 1.61 1.40 -13%
119 70 Oriola 1.07 0.93 -13%
120 62 Spinnova 0.44 0.38 -13%
121 44 Puuilo 12.00 10.44 -13%
122 58 Nurminen Logistics 0.86 0.75 -13%
123 27 Pihlajalinna 12.90 11.22 -13%
124 33 Panostaja 0.35 0.30 -14%
125 71 Sunborn International 0.20 0.17 -14%
126 10 Aallon Group 9.20 7.82 -15%
127 63 Modulight 1.08 0.92 -15%
128 72 Harvia 37.00 31.08 -16%
129 72 Marimekko 11.30 9.49 -16%
130 68 Martela 0.72 0.60 -17%
131 18 Kempower 12.71 10.42 -18%
132 73 Solar Foods 4.56 3.74 -18%
133 45 Siili Solutions 3.93 3.22 -18%
134 74 Duell 2.84 2.33 -18%
135 75 Biohit 2.57 2.08 -19%
136 24 Fodelia 4.62 3.74 -19%
137 76 Suominen 1.52 1.23 -19%
138 55 EcoUp 1.28 1.02 -20%
139 50 Nexstim 10.10 8.08 -20%
140 66 Digital Workforce 2.46 1.97 -20%
141 76 LeadDesk 5.92 4.74 -20%
142 75 QPR Software 0.60 0.48 -20%
143 56 Talenom 2.40 1.90 -21%
144 57 Solteq 0.39 0.31 -21%
145 67 Alisa Pankki 0.17 0.14 -21%
146 70 Lemonsoft 4.96 3.87 -22%
147 60 Kamux 1.77 1.38 -22%
148 69 Admicom 32.10 24.72 -23%
149 34 Revenio Group 18.50 14.25 -23%
150 74 Netum 1.04 0.79 -24%
151 77 SSH 2.45 1.84 -25%
152 30 Qt 22.40 16.80 -25%
153 30 Optomed 2.70 2.03 -25%
154 73 Faron Pharmaceuticals 0.64 0.47 -26%
155 43 Nightingale Health 1.50 1.09 -27%
156 78 Aiforia Technologies 1.82 1.33 -27%
157 78 Bioretec 0.29 0.21 -28%

Arkisto

20260219 20260212 20260205 20260129 20260122 20260115
20260108 20260102 20251230 20251223 20251218 20251211
20251204 20251127 20251120 20251113 20251106 20251030
20251023 20251016 20251009 20251002 20250925 20250918
20250911 20250904 20250828 20250821 20250814 20250807
20250731 20250724 20250717 20250710 20250703 20250626
20250619 20250612 20250606 20250528 20250522 20250515
20250508 20250430 20250424 20250416 20250410 20250403
20250327 20250320 20250313 20250306 20250227 20250220
20250213 20250206 20250130 20250123 20250116 20250109
20250102 20241227 20241219 20241212 20241204 20241128
20241121 20241114 20241107 20241031 20241024 20241017
20241010 20241003 20240926 20240919 20240912 20240905
20240829 20240822 20240815 20240808 20240801 20240725
20240718 20240711 20240704 20240627 20240619 20240613
20240606 20240530 20240523 20240516 20240508 20240502
20240425 20240418 20240411 20240404 20240328 20240321
20240314 20240307 20240229 20240222 20240215 20240208
20240201 20240125 20240118 20240111 20240104 20231228
20231221 20231214 20231207 20231130 20231123 20231116
20231109 20231102 20231026 20231019 20231012 20231005
20230928 20230921 20230914 20230907 20230831 20230824
20230810 20230803 20230727 20230720 20230713 20230706
20230629 20230621 20230615 20230608 20230601 20230525
20230517 20230511 20230504 20230427 20230420 20230413
20230405 20230330 20230323 20230316 20230309 20230302
20230223 20230216 20230209 20230202 20230126 20230119
20230112 20230105 20221229 20221222 20221215 20221208
20221201 20221124 20221117 20221110 20221103 20221027
20221020 20221013 20221006 20220929 20220922 20220915
20220908 20220901 20220825 20220818 20220811 20220804
20220728 20220721 20220714 20220707 20220630 20220622
20220616 20220609 20220602 20220525 20220519 20220512
20220505 20220428 20220421 20220413 20220407 20220331
20220324 20220317 20220310 20220303 20220224 20220217
20220210 20220203 20220127 20220120 20220113 20220105
20211230 20211222 20211216 20211209 20211202 20211125
20211118 20211111 20211104 20211028 20211021 20211014
20211007 20210930 20210923 20210916 20210909 20210902
20210826 20210819 20210812 20210805 20210729 20210722
20210715 20210708 20210701 20210623 20210617 20210610
20210603 20210527 20210520 20210512 20210506 20210429
20210422 20210415 20210409 20210401 20210325 20210318
20210311 20210303 20210225 20210218 20210211 20210204
20210128 20210121 20210114 20210107 20201230 20201217
20201210 20201203 20201126 20201119 20201112 20201105
20201029 20201022 20201015 20201008 20201001 20200924
20200917 20200910 20200903 20200827 20200820 20200813
20200806 20200730 20200723 20200716 20200709 20200703
20200625 20200617 20200611 20200604 20200528 20200520
20200514 20200507 20200429 20200423 20200416 20200408
20200402 20200326 20200319 20200312 20200305 20200227
20200220 20200213 20200206 20200130 20200123 20200116
20200109 20200102 20191230 20191227 20191219 20191212
20191204 20191128 20191121 20191114 20191107 20191031
20191024 20191017 20191010 20191003 20190926 20190919
20190912 20190905 20190829 20190822 20190815 20190808
20190801 20190725 20190718 20190711 20190704 20190627
20190619 20190613 20190606 20190529 20190523 20190516
20190509 20190502 20190425 20190417 20190411 20190404
20190328 20190321 20190314 20190307 20190228 20190221
20190214 20190207 20190131 20190124 20190117 20190110
20190103 20181228 20181220 20181213 20181205 20181129
20181122 20181115 20181108 20181101 20181025 20181018
20181011 20181004 20180927 20180920 20180913 20180906
20180830 20180823 20180816 20180809 20180802 20180726
20180720 20180712 20180704 20180628 20180620 20180614
20180607 20180531 20180524 20180517 20180509 20180503
20180426 20180419 20180412 20180405 20180329 20180322
20180315 20180309 20180302 20180224 20180216 20180209
20180202 20180126 20180119 20180112 20180105 20171229
20171222 20171215 20171208 20171201 20171124 20171117
20171110 20171103 20171027 20171020 20171013 20171006
20170929 20170922 20170915 20170908 20170901 20170825
20170817 20170811 20170804 20170730 20170721 20170714
20170707 20170630 20170623 20170616 20170609 20170602
20170525 20170519 20170512 20170506 20170428 20170421
20170414 20170407 20170331 20170324 20170317 20170310
20170303 20170224 20170217 20170210 20170203 20170127
20170120 20170113 20170106 20161231 20161223 20161216
20161209 20161202 20161125 20161118 20161111 20161104
20161028 20161021 20161014 20161007 20160930 20160923
20160916 20160909 20160902 20160827 20160819 20160813
20160805 20160729 20160722 20160715 20160709 20160701
20160624 20160617 20160610 20160603 20160527 20160520
20160513 20160507 20160429 20160422 20160415 20160408
20160401 20160325 20160318 20160311 20160304 20160226
20160219 20160212 20160205 20160129 20160122 20160115
20160108 20151230 20151223 20151218 20151211 20151204
20151127 20151120 20151113 20151106 20151030 20151023
20151016 20151009 20151002 20150925 20150918 20150911
20150904 20150831 20150821 20150814 20150807 20150731
20150724 20150717 20150710 20150703 20150627 20150619
20150612 20150605 20150529 20150522 20150515 20150508
20150424 20150417 20150410 20150327 20150320 20150313
20150306 20150227 20150220 20150213 20150206 20150130
20150123 20150116 20150109 20141224 20141219 20141212
20141205 20141128 20141121 20141114 20141107 20141031
20141024 20141017 20141010 20141003 20140926 20140919
20140912 20140905 20140829 20140822 20140815 20140808
20140801 20140725 20140718 20140711 20140705 20140627
20140619 20140613 20140606 20140529 20140523 20140516
20140509 20140501 20140425 20140418 20140411 20140404
20140328 20140321 20140314 20140307 20140228 20140221
20140214 20140207 20140131 20140124 20140117 20140110
20140103 20131227 20131220 20131213 20131206 20131129
20131122 20131115 20131108 20131101 20131025 20131018
20131011 20131004 20130927 20130920 20130913 20130906
20130830 20130823 20130816 20130809 20130802 20130726
20130719 20130712 20130705 20130628 20130621 20130614
20130607 20130531 20130524 20130517 20130509 20130503
20130426 20130419 20130412 20130405 20130329 20130322
20130315 20130308 20130301 20130222 20130215 20130208
20130125 20130118 20130111 20130104 20121229 20121228
20121221 20121214 20121207 20121130 20121123 20121116
20121109 20121102 20121026 20121019 20121012 20121005
20120928 20120921 20120914 20120907 20120831 20120824
20120817 20120810 20120803 20120727 20120720 20120713
20120706 20120629 20120622 20120615 20120608 20120601
20120525 20120517 20120511 20120504 20120427 20120420
20120413 20120406 20120330 20120323 20120316 20120309
20120302 20120224 20120217 20120210 20120203 20120127
20120120 20120113 20120106 20120101 20111223 20111216
20111209 20111202 20111125 20111118 20111111 20111104
20111028 20111021 20111014 20111007 20110930 20110923
20110916 20110909 20110902 20110826 20110819 20110812
20110805 20110729 20110723 20110716 20110709 20110701
20110624 20110617 20110610 20110603 20110527 20110520
20110513 20110506 20110429 20110422 20110415 20110408
20110401 20110325 20110318 20110311 20110304 20110225
20110218 20110211 20110204 20110128 20110121 20110114
20110106 20101231 20101224 20101217 20101210 20101203
20101126 20101119 20101112 20101105 20101029 20101022
20101015 20101008 20101001 20100924 20100917 20100910
20100903 20100827 20100820 20100813 20100806 20100730
20100724 20100716 20100709 20100702 20100624 20100618
20100611 20100604 20100528 20100521 20100513 20100507
20100430 20100423 20100417 20100409 20100401 20100326
20100319 20100312 20100305 20100226 20100219 20100212
20100205 20100129 20100122 20100115 20100108 20091231
20091224 20091218 20091211 20091204 20091127 20091120
20091113 20091106 20091030 20091023 20091016 20091009
20091002 20090925 20090918 20090911 20090904 20090828
20090821 20090814 20090807 20090803 20090717 20090710
20090703 20090626 20090619 20090612 20090605 20090529
20090522 20090515 20090508 20090430 20090424 20090417
20090409 20090403 20090327 20090320 20090313 20090306
20090227 20090220 20090213 20090206 20090130 20090123
20090116 20090109 20090102 20081223 20081219 20081212
20081205 20081128 20081121 20081114 20081107 20081031
20081024 20081017 20081010 20081003 20080926 20080919
20080912 20080905 20080829 20080822 20080815 20080808
20080801 20080725 20080718 20080711 20080704 20080627
20080622 20080613 20080606 20080530 20080523 20080516
20080509 20080504 20080425 20080418 20080411 20080404
20080328 20080321 20080314 20080307 20080229 20080222
20080215 20080208 20080201 20080125 20080118 20080111
20080104 20071228 20071221 20071214 20071207 20071130
20071123 20071116 20071109 20071101 20071026 20071019
20071012 20071005 20070928 20070921

Taustaa

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.

Muutokset sijoitusstrategiaan ja mallisalkun käsittelyyn

5.8.2022: Yksinkertaistus ehtoihin, joilla osake pidetään mallisalkussa:

11.6.2021: Laskennallisten yhtiösektoreiden käyttöönotto parantamaan mallisalkun hajautusta:

5.3.2021: Timon OMXH-listan kurssin nousu- tai laskupotentiaalin laskennan muutos:

21.2.2020: Mallisalkun kaupankäyntiin lisää hystereesiä:

22.12.2017: Mallisalkun käsittelyn muutos:

18.10.2013: Korjaus nousupotentiaalin laskentamenetelmän muutokseen:

11.10.2013: Muutos nousupotentiaalin laskentaperusteisiin ja mallisalkun hajautukseen:

20.4.2012: Muutos nousupotentiaalin laskentaperusteisiin ja määrittelyyn:

Tähän asti osakkeen nousupotentiaali on tarkoittanut seuraavaa:

Tästä eteenpäin osakkeen nousupotentiaali tarkoittaa seuraavaa:

22.4.2011: Muutos vertailuindeksiin: