Päivitetty 6.2.2026
| 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 | 37.66% | 22.30% | -15.36 %-yks. |
| 2026 vuoden alusta | 3.63% | 3.67% | 0.04 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 531.73 | 1579.52 | 197.06% | 5.76% |
Päivitys 6.2.2026: Koskisen myyty, Keskisuomalainen ja vanhojen positioiden tasausostoja tilalle.
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||||
| 1 | Tecnotree | Boreo | ||||||
| 2 | Exel Composites | Enersense | ||||||
| 3 | Wulff-Yhtiöt | Merus Power | ||||||
| 4 | Aspo | Anora | Betolar | F-Secure | ||||
| 5 | Consti | Valmet | Raisio | |||||
| 6 | Keskisuomalainen | |||||||
| 7 | Sotkamo Silver | SRV | ||||||
| 8 | Oma Säästöpankki | |||||||
| 9 | Alexandria Group | Nordea Bank | Alma Media | |||||
| 10 | Kreate | Kesko | ||||||
| 11 | Atria | HKFoods | ||||||
| 12 | Outokumpu | CapMan | ||||||
| 13 | Evli | Herantis Pharma | ||||||
| 14 | Finnair | Teleste | ||||||
| 15 | Arvo Sijoitusosuuskunta | Aallon Group | ||||||
| 16 | Tekova | Metso | ||||||
| 17 | Scanfil | NoHo Partners | ||||||
| 18 | Kalmar | Aktia Bank plc | ||||||
| 19 | Endomines | Raute | Terveystalo | Fodelia | ||||
| 20 | Titanium | Kempower | ||||||
| 21 | Pallas Air | Rebl Group Oyj | ||||||
| 22 | KH Group | Solwers | ||||||
| 23 | Kemira | United Bankers | ||||||
| 24 | Aspocomp | Tulikivi | Elisa | Asuntosalkku | ||||
| 25 | Konecranes | Hiab Oyj | Apetit | |||||
| 26 | Tamtron | Incap | ||||||
| 27 | Nokia | Foamit | ||||||
| 28 | Orion | Nexstim | ||||||
| 29 | Fondia | Administer | Enento Group | |||||
| 30 | Taaleri | Lamor | ||||||
| 31 | Robit | EcoUp | ||||||
| 32 | GRK Infra | |||||||
| 33 | Verkkokauppa.com | Ilkka | ||||||
| 34 | LapWall | Mandatum | Kone | |||||
| 35 | Stora Enso | Metsä Board | ||||||
| 36 | Springvest | Nightingale Health | ||||||
| 37 | Wärtsilä | Puuilo | ||||||
| 38 | Nokian Renkaat | Detection Technology | ||||||
| 39 | Neste | Siili Solutions | ||||||
| 40 | WithSecure | |||||||
| 41 | UPM | Canatu A | ||||||
| 42 | Lassila & Tikanoja | |||||||
| 43 | Luotea | |||||||
| 44 | Bittium | Viafin Service | ||||||
| 45 | Componenta | Koskisen | Pihlajalinna | |||||
| 46 | Fortum | Relais Group | ||||||
| 47 | QPR Software | Biohit | ||||||
| 48 | YIT | Admicom | ||||||
| 49 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||||
| 50 | Kamux | Remedy | ||||||
| 51 | Kesla | Etteplan | ||||||
| 52 | Eezy | Rapala VMC | ||||||
| 53 | Ponsse | Modulight | ||||||
| 54 | Honkarakenne | Alisa Pankki | ||||||
| 55 | Orthex | Optomed | Qt | |||||
| 56 | Marimekko | Harvia | ||||||
| 57 | Glaston | Spinnova | ||||||
| 58 | Tietoevry | Panostaja | ||||||
| 59 | Oriola | Lemonsoft | ||||||
| 60 | Toivo Group | Revenio Group | ||||||
| 61 | Digia | Sanoma | ||||||
| 62 | Wetteri | |||||||
| 63 | Norrhydro | eQ | ||||||
| 64 | Tokmanni Group | Nurminen Logistics | ||||||
| 65 | Sitowise | Solteq | ||||||
| 66 | Loihde | Fiskars Group | ||||||
| 67 | Witted | Martela | ||||||
| 68 | Sampo | |||||||
| 69 | Investors House | |||||||
| 70 | Sunborn International | |||||||
| 71 | LeadDesk | Suominen | ||||||
| 72 | Vincit | Talenom | ||||||
| 73 | Vaisala | |||||||
| 74 | Gofore | Digital Workforce | ||||||
| 75 | Duell | Netum | ||||||
| 76 | Solar Foods | Faron Pharmaceuticals | ||||||
| 77 | SSH | |||||||
| 78 | Aiforia Technologies | Bioretec | ||||||
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 05.02.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Tecnotree | 5.61 | 6.96 | 24% |
| 2 | 3 | Wulff-Yhtiöt | 4.35 | 5.26 | 21% |
| 3 | 2 | Exel Composites | 0.55 | 0.66 | 19% |
| 4 | 4 | Aspo | 7.52 | 8.87 | 18% |
| 5 | 5 | Consti | 11.95 | 13.98 | 17% |
| 6 | 4 | Anora | 4.43 | 5.19 | 17% |
| 7 | 7 | Sotkamo Silver | 0.49 | 0.57 | 16% |
| 8 | 6 | Keskisuomalainen | 9.30 | 10.79 | 16% |
| 9 | 8 | Oma Säästöpankki | 13.00 | 15.08 | 16% |
| 10 | 10 | Kreate | 13.20 | 15.18 | 15% |
| 11 | 9 | Alexandria Group | 11.45 | 13.17 | 15% |
| 12 | 11 | Atria | 15.85 | 18.07 | 14% |
| 13 | 11 | HKFoods | 1.71 | 1.94 | 14% |
| 14 | 12 | Outokumpu | 4.77 | 5.39 | 13% |
| 15 | 9 | Nordea Bank | 16.52 | 18.66 | 13% |
| 16 | 14 | Finnair | 3.12 | 3.49 | 12% |
| 17 | 13 | Evli | 25.50 | 28.56 | 12% |
| 18 | 15 | Arvo Sijoitusosuuskunta | 79.50 | 89.04 | 12% |
| 19 | 16 | Tekova | 1.34 | 1.49 | 11% |
| 20 | 17 | Scanfil | 11.08 | 12.30 | 11% |
| 21 | 18 | Kalmar | 42.84 | 47.55 | 11% |
| 22 | 19 | Endomines | 29.55 | 32.80 | 11% |
| 23 | 18 | Aktia Bank plc | 11.92 | 13.11 | 10% |
| 24 | 21 | Pallas Air | 0.71 | 0.78 | 10% |
| 25 | 20 | Titanium | 7.10 | 7.81 | 10% |
| 26 | 5 | Valmet | 29.89 | 32.58 | 9% |
| 27 | 23 | Kemira | 20.72 | 22.58 | 9% |
| 28 | 22 | KH Group | 0.58 | 0.63 | 9% |
| 29 | 24 | Aspocomp | 5.44 | 5.93 | 9% |
| 30 | 26 | Tamtron | 5.88 | 6.41 | 9% |
| 31 | 25 | Konecranes | 89.50 | 96.66 | 8% |
| 32 | 27 | Nokia | 5.80 | 6.26 | 8% |
| 33 | 28 | Orion | 72.55 | 78.35 | 8% |
| 34 | 13 | Herantis Pharma | 2.23 | 2.41 | 8% |
| 35 | 30 | Taaleri | 7.72 | 8.34 | 8% |
| 36 | 29 | Fondia | 4.95 | 5.35 | 8% |
| 37 | 31 | Robit | 1.32 | 1.43 | 8% |
| 38 | 32 | GRK Infra | 14.33 | 15.34 | 7% |
| 39 | 16 | Metso | 16.96 | 18.15 | 7% |
| 40 | 33 | Verkkokauppa.com | 3.84 | 4.11 | 7% |
| 41 | 10 | Kesko | 20.84 | 22.30 | 7% |
| 42 | 30 | Lamor | 1.25 | 1.34 | 7% |
| 43 | 24 | Tulikivi | 0.54 | 0.58 | 7% |
| 44 | 35 | Stora Enso | 10.67 | 11.42 | 7% |
| 45 | 34 | LapWall | 4.15 | 4.40 | 6% |
| 46 | 36 | Springvest | 9.40 | 9.96 | 6% |
| 47 | 37 | Wärtsilä | 33.12 | 35.11 | 6% |
| 48 | 7 | SRV | 5.12 | 5.43 | 6% |
| 49 | 39 | Neste | 20.63 | 21.87 | 6% |
| 50 | 38 | Nokian Renkaat | 10.90 | 11.55 | 6% |
| 51 | 40 | WithSecure | 1.72 | 1.82 | 6% |
| 52 | 41 | UPM | 25.43 | 26.96 | 6% |
| 53 | 42 | Lassila & Tikanoja | 7.70 | 8.09 | 5% |
| 54 | 43 | Luotea | 2.89 | 3.03 | 5% |
| 55 | 4 | Betolar | 1.27 | 1.34 | 5% |
| 56 | 44 | Bittium | 37.30 | 39.16 | 5% |
| 57 | 14 | Teleste | 3.82 | 4.01 | 5% |
| 58 | 46 | Fortum | 18.95 | 19.89 | 5% |
| 59 | 45 | Componenta | 4.43 | 4.65 | 5% |
| 60 | 47 | QPR Software | 0.87 | 0.91 | 5% |
| 61 | 20 | Kempower | 15.68 | 16.46 | 5% |
| 62 | 48 | YIT | 3.16 | 3.31 | 5% |
| 63 | 2 | Enersense | 3.76 | 3.95 | 5% |
| 64 | 46 | Relais Group | 16.80 | 17.64 | 5% |
| 65 | 49 | Huhtamäki | 30.90 | 32.45 | 5% |
| 66 | 5 | Raisio | 2.70 | 2.84 | 5% |
| 67 | 34 | Mandatum | 6.85 | 7.13 | 4% |
| 68 | 23 | United Bankers | 19.10 | 19.86 | 4% |
| 69 | 38 | Detection Technology | 11.30 | 11.75 | 4% |
| 70 | 50 | Kamux | 2.23 | 2.32 | 4% |
| 71 | 25 | Hiab Oyj | 51.40 | 52.94 | 3% |
| 72 | 45 | Koskisen | 9.08 | 9.35 | 3% |
| 73 | 34 | Kone | 63.56 | 65.47 | 3% |
| 74 | 22 | Solwers | 2.30 | 2.37 | 3% |
| 75 | 27 | Foamit | 0.90 | 0.92 | 2% |
| 76 | 47 | Biohit | 3.32 | 3.35 | 1% |
| 77 | 51 | Kesla | 2.90 | 2.93 | 1% |
| 78 | 19 | Raute | 14.60 | 14.75 | 1% |
| 79 | 19 | Terveystalo | 10.30 | 10.40 | 1% |
| 80 | 53 | Ponsse | 27.00 | 27.27 | 1% |
| 81 | 52 | Eezy | 0.81 | 0.82 | 1% |
| 82 | 54 | Honkarakenne | 2.70 | 2.73 | 1% |
| 83 | 33 | Ilkka | 3.92 | 3.92 | 0% |
| 84 | 55 | Orthex | 4.75 | 4.75 | 0% |
| 85 | 24 | Elisa | 40.90 | 40.90 | 0% |
| 86 | 56 | Marimekko | 13.04 | 12.91 | -1% |
| 87 | 57 | Glaston | 1.17 | 1.16 | -1% |
| 88 | 58 | Tietoevry | 17.49 | 17.14 | -2% |
| 89 | 45 | Pihlajalinna | 14.60 | 14.31 | -2% |
| 90 | 49 | Ovaro Kiinteistösijoitus | 3.22 | 3.16 | -2% |
| 91 | 25 | Apetit | 14.20 | 13.92 | -2% |
| 92 | 12 | CapMan | 1.89 | 1.83 | -3% |
| 93 | 24 | Asuntosalkku | 81.00 | 78.57 | -3% |
| 94 | 60 | Toivo Group | 0.94 | 0.91 | -3% |
| 95 | 59 | Oriola | 1.15 | 1.10 | -4% |
| 96 | 35 | Metsä Board | 2.98 | 2.86 | -4% |
| 97 | 15 | Aallon Group | 10.65 | 10.22 | -4% |
| 98 | 57 | Spinnova | 0.47 | 0.46 | -4% |
| 99 | 21 | Rebl Group Oyj | 1.11 | 1.05 | -5% |
| 100 | 61 | Digia | 6.34 | 6.02 | -5% |
| 101 | 29 | Administer | 2.46 | 2.31 | -6% |
| 102 | 62 | Wetteri | 0.19 | 0.18 | -6% |
| 103 | 55 | Optomed | 3.80 | 3.53 | -7% |
| 104 | 63 | Norrhydro | 1.24 | 1.14 | -8% |
| 105 | 29 | Enento Group | 14.98 | 13.78 | -8% |
| 106 | 64 | Tokmanni Group | 7.98 | 7.34 | -8% |
| 107 | 54 | Alisa Pankki | 0.20 | 0.18 | -9% |
| 108 | 51 | Etteplan | 9.46 | 8.61 | -9% |
| 109 | 28 | Nexstim | 12.80 | 11.65 | -9% |
| 110 | 63 | eQ | 11.00 | 9.90 | -10% |
| 111 | 58 | Panostaja | 0.37 | 0.33 | -10% |
| 112 | 56 | Harvia | 40.60 | 36.54 | -10% |
| 113 | 44 | Viafin Service | 18.90 | 17.01 | -10% |
| 114 | 17 | NoHo Partners | 8.04 | 7.24 | -10% |
| 115 | 65 | Sitowise | 2.32 | 2.06 | -11% |
| 116 | 1 | Boreo | 14.00 | 12.32 | -12% |
| 117 | 66 | Loihde | 11.25 | 9.90 | -12% |
| 118 | 53 | Modulight | 1.14 | 1.00 | -12% |
| 119 | 41 | Canatu A | 8.64 | 7.52 | -13% |
| 120 | 26 | Incap | 9.35 | 8.13 | -13% |
| 121 | 52 | Rapala VMC | 1.22 | 1.06 | -13% |
| 122 | 66 | Fiskars Group | 12.60 | 10.96 | -13% |
| 123 | 9 | Alma Media | 13.25 | 11.53 | -13% |
| 124 | 64 | Nurminen Logistics | 0.92 | 0.80 | -13% |
| 125 | 67 | Witted | 1.40 | 1.21 | -13% |
| 126 | 68 | Sampo | 9.29 | 7.99 | -14% |
| 127 | 69 | Investors House | 3.80 | 3.27 | -14% |
| 128 | 61 | Sanoma | 9.32 | 8.02 | -14% |
| 129 | 4 | F-Secure | 1.68 | 1.45 | -14% |
| 130 | 50 | Remedy | 14.14 | 12.16 | -14% |
| 131 | 70 | Sunborn International | 0.26 | 0.22 | -14% |
| 132 | 39 | Siili Solutions | 4.43 | 3.77 | -15% |
| 133 | 72 | Vincit | 1.23 | 1.03 | -16% |
| 134 | 71 | LeadDesk | 6.64 | 5.51 | -17% |
| 135 | 3 | Merus Power | 4.24 | 3.52 | -17% |
| 136 | 37 | Puuilo | 12.26 | 10.18 | -17% |
| 137 | 73 | Vaisala | 42.00 | 34.86 | -17% |
| 138 | 19 | Fodelia | 4.87 | 3.99 | -18% |
| 139 | 74 | Gofore | 12.54 | 10.28 | -18% |
| 140 | 67 | Martela | 0.75 | 0.61 | -19% |
| 141 | 75 | Duell | 2.85 | 2.28 | -20% |
| 142 | 31 | EcoUp | 1.34 | 1.07 | -20% |
| 143 | 65 | Solteq | 0.42 | 0.33 | -21% |
| 144 | 76 | Solar Foods | 4.64 | 3.67 | -21% |
| 145 | 74 | Digital Workforce | 2.52 | 1.99 | -21% |
| 146 | 71 | Suominen | 1.55 | 1.22 | -21% |
| 147 | 76 | Faron Pharmaceuticals | 1.84 | 1.44 | -22% |
| 148 | 48 | Admicom | 38.00 | 29.64 | -22% |
| 149 | 77 | SSH | 2.77 | 2.16 | -22% |
| 150 | 59 | Lemonsoft | 5.06 | 3.95 | -22% |
| 151 | 72 | Talenom | 2.46 | 1.92 | -22% |
| 152 | 60 | Revenio Group | 19.00 | 14.63 | -23% |
| 153 | 78 | Aiforia Technologies | 2.26 | 1.72 | -24% |
| 154 | 55 | Qt | 25.50 | 19.38 | -24% |
| 155 | 75 | Netum | 1.06 | 0.80 | -25% |
| 156 | 36 | Nightingale Health | 1.64 | 1.21 | -26% |
| 157 | 78 | Bioretec | 0.46 | 0.33 | -27% |
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: