Päivitetty 12.12.2025
| 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 | 34.10% | 19.18% | -14.92 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 499.81 | 1484.71 | 197.06% | 5.80% |
Päivitys 12.12.2025: Ei muutoksia mallisalkun sisältöön.
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||||
| 1 | Atria | HKFoods | ||||||
| 2 | Aktia Bank plc | Kesla | ||||||
| 3 | Aspo | F-Secure | Betolar | |||||
| 4 | Arvo Sijoitusosuuskunta | Aallon Group | ||||||
| 5 | Nordea Bank | Alexandria Group | Alma Media | |||||
| 6 | Wulff-Yhtiöt | Merus Power | ||||||
| 7 | Anora | Rapala VMC | ||||||
| 8 | Raisio | Kone | ||||||
| 9 | Taaleri | Lamor | ||||||
| 10 | Ovaro Kiinteistösijoitus | Huhtamäki | ||||||
| 11 | Keskisuomalainen | |||||||
| 12 | Oma Säästöpankki | |||||||
| 13 | Teleste | Finnair | ||||||
| 14 | Relais Group | Qt | ||||||
| 15 | Koskisen | Viafin Service | Bittium | |||||
| 16 | Kreate | Kesko | ||||||
| 17 | Panostaja | Tulikivi | ||||||
| 18 | Nokian Renkaat | Detection Technology | ||||||
| 19 | Exel Composites | Solteq | ||||||
| 20 | Loihde | Outokumpu | ||||||
| 21 | Lassila & Tikanoja | Aspocomp | ||||||
| 22 | Componenta | Fortum | ||||||
| 23 | Kemira | Metso | ||||||
| 24 | Stora Enso | Metsä Board | ||||||
| 25 | Raute | Fodelia | ||||||
| 26 | CapMan | Etteplan | ||||||
| 27 | Tietoevry | Siili Solutions | ||||||
| 28 | Springvest | Endomines | ||||||
| 29 | Tamtron | Incap | ||||||
| 30 | YIT | Admicom | ||||||
| 31 | Apetit | Konecranes | Hiab Oyj | |||||
| 32 | Mandatum | QPR Software | ||||||
| 33 | Consti | Valmet | ||||||
| 34 | Nokia | Foamit | ||||||
| 35 | Enersense | Alisa Pankki | ||||||
| 36 | Evli | Fiskars Group | ||||||
| 37 | Ilkka | Verkkokauppa.com | Sanoma | |||||
| 38 | UPM | Canatu A | ||||||
| 39 | Asuntosalkku | Elisa | ||||||
| 40 | United Bankers | Investors House | ||||||
| 41 | Sotkamo Silver | SRV | ||||||
| 42 | Biohit | LapWall | ||||||
| 43 | Kalmar | Digia | ||||||
| 44 | Sampo | Orion | ||||||
| 45 | Kamux | Remedy | ||||||
| 46 | Neste | Pallas Air | ||||||
| 47 | Orthex | Optomed | ||||||
| 48 | Enento Group | Fondia | Administer | |||||
| 49 | Toivo Group | Revenio Group | ||||||
| 50 | Wärtsilä | Puuilo | ||||||
| 51 | Witted | Martela | ||||||
| 52 | Scanfil | NoHo Partners | ||||||
| 53 | Spinnova | Glaston | ||||||
| 54 | Titanium | Kempower | ||||||
| 55 | Oriola | Lemonsoft | ||||||
| 56 | Tecnotree | Honkarakenne | Boreo | KH Group | ||||
| 57 | Sitowise | Eezy | ||||||
| 58 | Harvia | Marimekko | ||||||
| 59 | Terveystalo | Nightingale Health | ||||||
| 60 | Robit | EcoUp | ||||||
| 61 | GRK Infra | |||||||
| 62 | Nexstim | Vaisala | ||||||
| 63 | Tekova | |||||||
| 64 | LeadDesk | Suominen | ||||||
| 65 | Modulight | Ponsse | ||||||
| 66 | Pihlajalinna | |||||||
| 67 | Talenom | Rebl Group Oyj | ||||||
| 68 | WithSecure | |||||||
| 69 | Nurminen Logistics | Tokmanni Group | ||||||
| 70 | Vincit | Solwers | ||||||
| 71 | Herantis Pharma | |||||||
| 72 | Norrhydro | eQ | ||||||
| 73 | Gofore | Digital Workforce | ||||||
| 74 | Wetteri | |||||||
| 75 | Duell | Netum | ||||||
| 76 | Sunborn International | |||||||
| 77 | Solar Foods | Faron Pharmaceuticals | ||||||
| 78 | Bioretec | Aiforia Technologies | ||||||
| 79 | SSH | |||||||
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 11.12.2025 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Atria | 14.55 | 17.90 | 23% |
| 2 | 3 | Aspo | 6.64 | 8.17 | 23% |
| 3 | 2 | Aktia Bank plc | 11.46 | 13.98 | 22% |
| 4 | 4 | Arvo Sijoitusosuuskunta | 82.89 | 100.30 | 21% |
| 5 | 6 | Wulff-Yhtiöt | 3.92 | 4.74 | 21% |
| 6 | 5 | Nordea Bank | 15.69 | 18.83 | 20% |
| 7 | 7 | Anora | 3.58 | 4.29 | 20% |
| 8 | 9 | Taaleri | 7.40 | 8.81 | 19% |
| 9 | 8 | Raisio | 2.65 | 3.12 | 18% |
| 10 | 10 | Ovaro Kiinteistösijoitus | 3.46 | 4.08 | 18% |
| 11 | 11 | Keskisuomalainen | 8.74 | 10.31 | 18% |
| 12 | 12 | Oma Säästöpankki | 10.80 | 12.64 | 17% |
| 13 | 13 | Teleste | 3.72 | 4.32 | 16% |
| 14 | 14 | Relais Group | 16.60 | 19.26 | 16% |
| 15 | 15 | Koskisen | 8.90 | 10.32 | 16% |
| 16 | 16 | Kreate | 12.20 | 14.03 | 15% |
| 17 | 17 | Panostaja | 0.42 | 0.48 | 15% |
| 18 | 18 | Nokian Renkaat | 8.71 | 10.01 | 15% |
| 19 | 19 | Exel Composites | 0.40 | 0.45 | 14% |
| 20 | 20 | Loihde | 11.80 | 13.45 | 14% |
| 21 | 21 | Lassila & Tikanoja | 10.02 | 11.42 | 14% |
| 22 | 22 | Componenta | 4.22 | 4.81 | 14% |
| 23 | 23 | Kemira | 19.38 | 21.90 | 13% |
| 24 | 20 | Outokumpu | 4.12 | 4.66 | 13% |
| 25 | 24 | Stora Enso | 10.26 | 11.59 | 13% |
| 26 | 25 | Raute | 14.70 | 16.61 | 13% |
| 27 | 26 | CapMan | 1.88 | 2.10 | 12% |
| 28 | 27 | Tietoevry | 18.27 | 20.46 | 12% |
| 29 | 22 | Fortum | 18.11 | 20.28 | 12% |
| 30 | 28 | Springvest | 7.26 | 8.13 | 12% |
| 31 | 17 | Tulikivi | 0.47 | 0.52 | 12% |
| 32 | 29 | Tamtron | 5.60 | 6.27 | 12% |
| 33 | 31 | Apetit | 13.95 | 15.62 | 12% |
| 34 | 30 | YIT | 3.20 | 3.56 | 11% |
| 35 | 32 | Mandatum | 6.56 | 7.28 | 11% |
| 36 | 34 | Nokia | 5.41 | 6.00 | 11% |
| 37 | 33 | Consti | 10.55 | 11.71 | 11% |
| 38 | 35 | Enersense | 3.84 | 4.26 | 11% |
| 39 | 36 | Evli | 22.20 | 24.64 | 11% |
| 40 | 37 | Ilkka | 3.70 | 4.11 | 11% |
| 41 | 31 | Konecranes | 90.90 | 100.90 | 11% |
| 42 | 38 | UPM | 23.70 | 26.07 | 10% |
| 43 | 39 | Asuntosalkku | 81.00 | 89.10 | 10% |
| 44 | 40 | United Bankers | 18.80 | 20.68 | 10% |
| 45 | 1 | HKFoods | 1.47 | 1.62 | 10% |
| 46 | 41 | Sotkamo Silver | 0.13 | 0.14 | 10% |
| 47 | 42 | Biohit | 3.62 | 3.98 | 10% |
| 48 | 43 | Kalmar | 40.42 | 44.06 | 9% |
| 49 | 44 | Sampo | 10.01 | 10.91 | 9% |
| 50 | 18 | Detection Technology | 11.25 | 12.26 | 9% |
| 51 | 5 | Alexandria Group | 10.25 | 11.17 | 9% |
| 52 | 45 | Kamux | 2.06 | 2.24 | 9% |
| 53 | 46 | Neste | 18.98 | 20.69 | 9% |
| 54 | 15 | Viafin Service | 19.70 | 21.47 | 9% |
| 55 | 29 | Incap | 9.98 | 10.78 | 8% |
| 56 | 34 | Foamit | 0.84 | 0.91 | 8% |
| 57 | 21 | Aspocomp | 4.95 | 5.35 | 8% |
| 58 | 47 | Orthex | 4.69 | 5.02 | 7% |
| 59 | 37 | Verkkokauppa.com | 3.69 | 3.95 | 7% |
| 60 | 35 | Alisa Pankki | 0.23 | 0.25 | 7% |
| 61 | 49 | Toivo Group | 0.93 | 0.98 | 6% |
| 62 | 48 | Enento Group | 14.58 | 15.45 | 6% |
| 63 | 23 | Metso | 14.62 | 15.50 | 6% |
| 64 | 3 | F-Secure | 1.93 | 2.05 | 6% |
| 65 | 50 | Wärtsilä | 30.58 | 32.41 | 6% |
| 66 | 4 | Aallon Group | 10.70 | 11.23 | 5% |
| 67 | 7 | Rapala VMC | 1.24 | 1.30 | 5% |
| 68 | 51 | Witted | 1.48 | 1.55 | 5% |
| 69 | 8 | Kone | 58.90 | 61.26 | 4% |
| 70 | 52 | Scanfil | 9.82 | 10.21 | 4% |
| 71 | 10 | Huhtamäki | 28.72 | 29.58 | 3% |
| 72 | 53 | Spinnova | 0.50 | 0.52 | 3% |
| 73 | 28 | Endomines | 26.80 | 27.60 | 3% |
| 74 | 13 | Finnair | 2.77 | 2.85 | 3% |
| 75 | 43 | Digia | 6.20 | 6.39 | 3% |
| 76 | 54 | Titanium | 6.44 | 6.63 | 3% |
| 77 | 16 | Kesko | 18.38 | 18.75 | 2% |
| 78 | 55 | Oriola | 1.09 | 1.11 | 2% |
| 79 | 33 | Valmet | 27.00 | 27.54 | 2% |
| 80 | 56 | Tecnotree | 4.20 | 4.28 | 2% |
| 81 | 57 | Sitowise | 2.40 | 2.45 | 2% |
| 82 | 58 | Harvia | 42.45 | 42.87 | 1% |
| 83 | 59 | Terveystalo | 9.18 | 9.27 | 1% |
| 84 | 48 | Fondia | 4.63 | 4.68 | 1% |
| 85 | 53 | Glaston | 1.13 | 1.14 | 1% |
| 86 | 60 | Robit | 1.07 | 1.08 | 1% |
| 87 | 61 | GRK Infra | 13.42 | 13.56 | 1% |
| 88 | 15 | Bittium | 20.70 | - | - |
| 89 | 63 | Tekova | 1.26 | - | - |
| 90 | 62 | Nexstim | 14.20 | - | - |
| 91 | 42 | LapWall | 3.74 | 3.74 | -0% |
| 92 | 48 | Administer | 2.46 | 2.46 | -0% |
| 93 | 45 | Remedy | 14.90 | 14.90 | -0% |
| 94 | 56 | Honkarakenne | 2.58 | 2.55 | -1% |
| 95 | 64 | LeadDesk | 7.14 | 7.07 | -1% |
| 96 | 31 | Hiab Oyj | 50.55 | 50.04 | -1% |
| 97 | 65 | Modulight | 1.18 | 1.17 | -1% |
| 98 | 44 | Orion | 61.25 | 60.02 | -2% |
| 99 | 25 | Fodelia | 5.50 | 5.39 | -2% |
| 100 | 24 | Metsä Board | 2.91 | 2.85 | -2% |
| 101 | 66 | Pihlajalinna | 13.65 | 13.38 | -2% |
| 102 | 67 | Talenom | 3.21 | 3.12 | -3% |
| 103 | 36 | Fiskars Group | 12.50 | 12.12 | -3% |
| 104 | 52 | NoHo Partners | 7.86 | 7.62 | -3% |
| 105 | 65 | Ponsse | 25.20 | 24.44 | -3% |
| 106 | 5 | Alma Media | 13.10 | 12.71 | -3% |
| 107 | 58 | Marimekko | 12.40 | 12.03 | -3% |
| 108 | 67 | Rebl Group Oyj | 1.05 | 1.02 | -3% |
| 109 | 68 | WithSecure | 1.71 | 1.64 | -4% |
| 110 | 69 | Nurminen Logistics | 0.92 | 0.89 | -4% |
| 111 | 57 | Eezy | 0.78 | 0.75 | -4% |
| 112 | 62 | Vaisala | 42.80 | 40.66 | -5% |
| 113 | 70 | Vincit | 1.29 | 1.23 | -5% |
| 114 | 56 | Boreo | 14.00 | 13.30 | -5% |
| 115 | 70 | Solwers | 2.04 | 1.92 | -6% |
| 116 | 64 | Suominen | 1.71 | 1.60 | -6% |
| 117 | 27 | Siili Solutions | 4.47 | 4.20 | -6% |
| 118 | 26 | Etteplan | 9.00 | 8.46 | -6% |
| 119 | 55 | Lemonsoft | 6.24 | 5.80 | -7% |
| 120 | 71 | Herantis Pharma | 2.02 | 1.88 | -7% |
| 121 | 6 | Merus Power | 4.55 | 4.23 | -7% |
| 122 | 30 | Admicom | 44.15 | 41.06 | -7% |
| 123 | 41 | SRV | 4.42 | 4.11 | -7% |
| 124 | 37 | Sanoma | 9.14 | 8.50 | -7% |
| 125 | 72 | Norrhydro | 1.18 | 1.09 | -8% |
| 126 | 50 | Puuilo | 13.00 | 11.96 | -8% |
| 127 | 73 | Gofore | 13.26 | 12.20 | -8% |
| 128 | 49 | Revenio Group | 22.55 | 20.75 | -8% |
| 129 | 74 | Wetteri | 0.17 | 0.16 | -8% |
| 130 | 32 | QPR Software | 0.84 | 0.77 | -8% |
| 131 | 72 | eQ | 10.75 | 9.89 | -8% |
| 132 | 54 | Kempower | 14.13 | 12.86 | -9% |
| 133 | 56 | KH Group | 0.41 | 0.37 | -9% |
| 134 | 9 | Lamor | 0.99 | 0.90 | -9% |
| 135 | 69 | Tokmanni Group | 7.34 | 6.61 | -10% |
| 136 | 47 | Optomed | 3.70 | 3.33 | -10% |
| 137 | 40 | Investors House | 3.80 | 3.38 | -11% |
| 138 | 73 | Digital Workforce | 2.56 | 2.28 | -11% |
| 139 | 39 | Elisa | 37.66 | 33.52 | -11% |
| 140 | 38 | Canatu A | 8.30 | 7.39 | -11% |
| 141 | 60 | EcoUp | 1.39 | 1.24 | -11% |
| 142 | 19 | Solteq | 0.43 | 0.38 | -12% |
| 143 | 76 | Sunborn International | 0.36 | 0.31 | -14% |
| 144 | 75 | Duell | 2.98 | 2.56 | -14% |
| 145 | 2 | Kesla | 2.42 | 2.06 | -15% |
| 146 | 3 | Betolar | 1.14 | 0.97 | -15% |
| 147 | 59 | Nightingale Health | 2.19 | 1.87 | -15% |
| 148 | 75 | Netum | 1.14 | 0.95 | -17% |
| 149 | 77 | Solar Foods | 4.88 | 4.05 | -17% |
| 150 | 14 | Qt | 32.04 | 26.27 | -18% |
| 151 | 77 | Faron Pharmaceuticals | 2.00 | 1.58 | -21% |
| 152 | 51 | Martela | 0.80 | 0.63 | -21% |
| 153 | 78 | Bioretec | 0.69 | 0.53 | -23% |
| 154 | 78 | Aiforia Technologies | 2.25 | 1.73 | -23% |
| 155 | 79 | SSH | 3.01 | 2.26 | -25% |
| 156 | 46 | Pallas Air | 0.40 | 0.29 | -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: