Päivitetty 14.11.2025

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 vuoden alusta 33.01% 18.44% -14.57 %-yks.

Salkun arvo (aloitusarvo 29.8.2006: 100.00)

Vertailuindeksi Mallisalkku Ylituotto Ylituotto keskim./vuosi
495.74 1475.45 197.63% 5.84%

Salkun sisältö 14.11.2025:

Päivitys 14.11.2025: 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
1Arvo SijoitusosuuskuntaAallon Group
2AspoF-SecureBetolar
3AtriaHKFoods
4Aktia Bank plcKesla
5AnoraRapala VMC
6IlkkaWulff-YhtiötMerus Power
7KoskisenViafin ServiceBittium
8Nordea BankAlexandria Group
9Oma Säästöpankki
10TaaleriLamor
11TelesteFinnair
12KreateKesko
13TecnotreeAlisa Pankki
14RaisioKone
15KeskisuomalainenRelais Group
16LoihdeOutokumpu
17ApetitKonecranesHiab Oyj
18Stora EnsoMetsä Board
19CapManEtteplan
20Componenta
21Nokian RenkaatDetection Technology
22OrthexOptomed
23UPM
24Exel CompositesSolteq
25Lassila & TikanojaAspocomp
26Ovaro KiinteistösijoitusHuhtamäki
27KemiraMetso
28TietoevrySiili Solutions
29FortumYITAdmicom
30NokiaFoamit
31RauteFodelia
32PanostajaTulikivi
33ScanfilNoHo Partners
34EvliFiskars Group
35KamuxRemedy
36Sotkamo SilverSRV
37MandatumQPR Software
38NestePallas Air
39SampoOrion
40United BankersInvestors House
41EnersenseEezySitowise
42Toivo GroupRevenio Group
43BiohitLapWallAlma Media
44OriolaLemonsoft
45ValmetConsti
46KalmarDigia
47TamtronIncap
48HonkarakenneBoreoKH Group
49Verkkokauppa.comSanoma
50Enento GroupAdministerFondia
51RobitEcoUp
52Pihlajalinna
53WittedMartela
54WärtsiläPuuilo
55SolwersVincit
56SpringvestEndomines
57GRK Infra
58GlastonSpinnova
59TerveystaloNightingale Health
60LeadDeskSuominen
61NorrhydroeQ
62AsuntosalkkuElisa
63Tekova
64TitaniumKempower
65Nurminen LogisticsTokmanni Group
66HarviaMarimekko
67NexstimVaisala
68Rebl Group OyjTalenom
69WithSecure
70Wetteri
71ModulightPonsse
72Herantis Pharma
73Sunborn International
74Digital WorkforceGofore
75DuellNetum
76Solar FoodsFaron Pharmaceuticals
77Canatu AQt
78Aiforia TechnologiesBioretec


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

SijaSektoriYhtiöOsakekurssi/EUR 13.11.2025TavoitekurssiKurssin nousu- tai laskupotentiaali
1 1 Arvo Sijoitusosuuskunta 78.70 96.80 23%
2 2 Aspo 6.82 8.39 23%
3 3 Atria 14.25 17.53 23%
4 4 Aktia Bank plc 11.20 13.66 22%
5 5 Anora 3.67 4.43 21%
6 6 Ilkka 4.14 4.97 20%
7 7 Koskisen 9.40 11.28 20%
8 8 Nordea Bank 15.14 18.17 20%
9 6 Wulff-Yhtiöt 3.75 4.46 19%
10 9 Oma Säästöpankki 11.00 12.98 18%
11 3 HKFoods 1.63 1.91 17%
12 10 Taaleri 7.33 8.58 17%
13 11 Teleste 3.79 4.40 16%
14 12 Kreate 11.70 13.57 16%
15 13 Tecnotree 4.91 5.65 15%
16 14 Raisio 2.58 2.97 15%
17 15 Keskisuomalainen 7.98 9.10 14%
18 16 Loihde 12.00 13.68 14%
19 17 Apetit 14.05 15.88 13%
20 18 Stora Enso 10.57 11.94 13%
21 19 CapMan 1.92 2.17 13%
22 20 Componenta 4.19 4.73 13%
23 15 Relais Group 16.20 18.31 13%
24 21 Nokian Renkaat 8.48 9.58 13%
25 23 UPM 24.26 27.17 12%
26 22 Orthex 4.97 5.57 12%
27 24 Exel Composites 0.40 0.44 12%
28 25 Lassila & Tikanoja 9.93 11.12 12%
29 26 Ovaro Kiinteistösijoitus 3.14 3.52 12%
30 28 Tietoevry 18.37 20.57 12%
31 27 Kemira 19.31 21.43 11%
32 29 Fortum 19.52 21.67 11%
33 30 Nokia 5.98 6.64 11%
34 31 Raute 14.65 16.26 11%
35 32 Panostaja 0.41 0.45 10%
36 33 Scanfil 10.72 11.79 10%
37 1 Aallon Group 11.25 12.38 10%
38 34 Evli 22.50 24.75 10%
39 35 Kamux 2.10 2.31 10%
40 36 Sotkamo Silver 0.11 0.12 9%
41 37 Mandatum 6.53 7.12 9%
42 16 Outokumpu 3.90 4.25 9%
43 36 SRV 5.30 5.78 9%
44 25 Aspocomp 5.14 5.60 9%
45 38 Neste 18.15 19.60 8%
46 39 Sampo 10.03 10.83 8%
47 40 United Bankers 18.45 19.93 8%
48 41 Enersense 4.27 4.61 8%
49 17 Konecranes 82.70 89.32 8%
50 29 YIT 3.05 3.29 8%
51 7 Viafin Service 19.80 21.38 8%
52 42 Toivo Group 0.94 1.01 7%
53 44 Oriola 1.16 1.25 7%
54 43 Biohit 3.44 3.68 7%
55 45 Valmet 28.56 30.56 7%
56 46 Kalmar 37.48 40.10 7%
57 34 Fiskars Group 13.56 14.51 7%
58 30 Foamit 0.85 0.91 7%
59 45 Consti 10.30 11.02 7%
60 47 Tamtron 5.28 5.60 6%
61 48 Honkarakenne 3.12 3.31 6%
62 49 Verkkokauppa.com 3.98 4.22 6%
63 43 LapWall 3.97 4.17 5%
64 50 Enento Group 14.58 15.31 5%
65 49 Sanoma 10.32 10.84 5%
66 21 Detection Technology 10.95 11.50 5%
67 32 Tulikivi 0.44 0.47 5%
68 51 Robit 1.13 1.19 5%
69 26 Huhtamäki 29.10 30.26 4%
70 27 Metso 14.09 14.65 4%
71 5 Rapala VMC 1.27 1.32 4%
72 8 Alexandria Group 9.92 10.32 4%
73 13 Alisa Pankki 0.23 0.24 4%
74 52 Pihlajalinna 14.60 15.18 4%
75 43 Alma Media 14.10 14.66 4%
76 54 Wärtsilä 26.35 27.40 4%
77 53 Witted 1.50 1.54 3%
78 55 Solwers 2.23 2.30 3%
79 56 Springvest 6.94 7.15 3%
80 11 Finnair 2.80 2.86 2%
81 54 Puuilo 14.37 14.66 2%
82 57 GRK Infra 12.84 13.10 2%
83 50 Administer 2.50 2.52 1%
84 58 Glaston 1.14 1.15 1%
85 56 Endomines 26.80 27.07 1%
86 59 Terveystalo 9.29 9.38 1%
87 60 LeadDesk 7.96 - -
88 48 Boreo 14.90 - -
89 41 Eezy 0.82 - -
90 14 Kone 58.50 - -
91 61 Norrhydro 1.29 1.29 -0%
92 62 Asuntosalkku 76.50 75.73 -1%
93 2 F-Secure 1.68 1.66 -1%
94 12 Kesko 18.29 18.11 -1%
95 63 Tekova 1.49 1.48 -1%
96 64 Titanium 6.26 6.20 -1%
97 46 Digia 6.04 5.98 -1%
98 50 Fondia 4.54 4.45 -2%
99 65 Nurminen Logistics 0.95 0.94 -2%
100 65 Tokmanni Group 8.77 8.59 -2%
101 66 Harvia 42.40 41.55 -2%
102 28 Siili Solutions 4.69 4.60 -2%
103 7 Bittium 19.72 19.33 -2%
104 67 Nexstim 14.45 14.02 -3%
105 19 Etteplan 9.60 9.31 -3%
106 47 Incap 9.21 8.93 -3%
107 68 Rebl Group Oyj 1.08 1.04 -4%
108 66 Marimekko 12.52 12.02 -4%
109 33 NoHo Partners 7.96 7.64 -4%
110 18 Metsä Board 2.90 2.78 -4%
111 59 Nightingale Health 2.53 2.40 -5%
112 22 Optomed 4.12 3.92 -5%
113 69 WithSecure 1.71 1.62 -5%
114 55 Vincit 1.30 1.22 -6%
115 41 Sitowise 2.36 2.22 -6%
116 31 Fodelia 5.44 5.11 -6%
117 70 Wetteri 0.18 0.17 -6%
118 71 Modulight 1.17 1.08 -7%
119 39 Orion 59.85 55.06 -8%
120 71 Ponsse 24.00 22.08 -8%
121 64 Kempower 14.82 13.63 -8%
122 72 Herantis Pharma 2.17 2.00 -8%
123 61 eQ 11.05 10.17 -8%
124 73 Sunborn International 0.22 0.20 -8%
125 53 Martela 0.99 0.90 -9%
126 74 Digital Workforce 2.98 2.71 -9%
127 48 KH Group 0.42 0.38 -9%
128 42 Revenio Group 23.20 21.11 -9%
129 67 Vaisala 41.65 37.90 -9%
130 37 QPR Software 0.72 0.65 -10%
131 58 Spinnova 0.47 0.43 -10%
132 60 Suominen 1.72 1.55 -10%
133 6 Merus Power 4.59 4.13 -10%
134 40 Investors House 3.99 3.59 -10%
135 10 Lamor 1.06 0.96 -10%
136 68 Talenom 3.02 2.71 -10%
137 2 Betolar 1.32 1.19 -10%
138 74 Gofore 13.60 12.24 -10%
139 17 Hiab Oyj 46.26 41.17 -11%
140 44 Lemonsoft 6.18 5.50 -11%
141 75 Duell 3.29 2.93 -11%
142 62 Elisa 38.62 34.37 -11%
143 76 Solar Foods 5.40 4.81 -11%
144 35 Remedy 13.40 11.79 -12%
145 29 Admicom 43.30 38.10 -12%
146 51 EcoUp 1.45 1.28 -12%
147 77 Canatu A 8.50 7.39 -13%
148 24 Solteq 0.46 0.40 -14%
149 76 Faron Pharmaceuticals 2.22 1.91 -14%
150 4 Kesla 2.72 2.34 -14%
151 75 Netum 1.28 1.08 -16%
152 77 Qt 32.54 26.36 -19%
153 78 Aiforia Technologies 2.64 2.09 -21%
154 78 Bioretec 0.85 0.65 -23%
155 38 Pallas Air 0.45 0.33 -27%

Arkisto

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
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20230713 20230706 20230629 20230621 20230615 20230608
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20230309 20230302 20230223 20230216 20230209 20230202
20230126 20230119 20230112 20230105 20221229 20221222
20221215 20221208 20221201 20221124 20221117 20221110
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20220113 20220105 20211230 20211222 20211216 20211209
20211202 20211125 20211118 20211111 20211104 20211028
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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
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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
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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
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20120203 20120127 20120120 20120113 20120106 20120101
20111223 20111216 20111209 20111202 20111125 20111118
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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
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20100806 20100730 20100724 20100716 20100709 20100702
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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
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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: