Päivitetty 24.12.2025
| 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 | 35.79% | 21.11% | -14.68 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 506.11 | 1508.68 | 198.09% | 5.81% |
Päivitys 24.12.2025: Ei muutoksia mallisalkun sisältöön.
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||
| 1 | Arvo Sijoitusosuuskunta | Aallon Group | ||||
| 2 | Konecranes | Apetit | Hiab Oyj | |||
| 3 | Wulff-Yhtiöt | Merus Power | ||||
| 4 | Endomines | Springvest | ||||
| 5 | Anora | Rapala VMC | ||||
| 6 | Kreate | Kesko | ||||
| 7 | Nokia | Foamit | ||||
| 8 | Kalmar | Digia | ||||
| 9 | Titanium | Kempower | ||||
| 10 | Atria | HKFoods | ||||
| 11 | Taaleri | Lamor | ||||
| 12 | Aktia Bank plc | Nordea Bank | ||||
| 13 | F-Secure | Aspo | Betolar | |||
| 14 | Metso | Tekova | ||||
| 15 | Biohit | LapWall | ||||
| 16 | Sotkamo Silver | SRV | ||||
| 17 | Oma Säästöpankki | |||||
| 18 | Tietoevry | Siili Solutions | ||||
| 19 | Bittium | Viafin Service | ||||
| 20 | Neste | Pallas Air | ||||
| 21 | Wärtsilä | Puuilo | ||||
| 22 | Keskisuomalainen | |||||
| 23 | Fortum | YIT | Admicom | |||
| 24 | Nokian Renkaat | Detection Technology | ||||
| 25 | Outokumpu | Loihde | ||||
| 26 | Evli | Fiskars Group | ||||
| 27 | Lassila & Tikanoja | Aspocomp | ||||
| 28 | Stora Enso | Metsä Board | ||||
| 29 | Tamtron | Incap | ||||
| 30 | Enersense | Alisa Pankki | Honkarakenne | |||
| 31 | Componenta | |||||
| 32 | United Bankers | Investors House | ||||
| 33 | Exel Composites | Solteq | ||||
| 34 | GRK Infra | |||||
| 35 | Verkkokauppa.com | Ilkka | ||||
| 36 | Alexandria Group | Koskisen | Alma Media | |||
| 37 | Relais Group | Qt | ||||
| 38 | CapMan | Etteplan | Kesla | |||
| 39 | Mandatum | QPR Software | ||||
| 40 | Sampo | Orion | ||||
| 41 | WithSecure | |||||
| 42 | Finnair | Teleste | ||||
| 43 | Kone | Raisio | ||||
| 44 | Nexstim | Vaisala | ||||
| 45 | Remedy | Kamux | ||||
| 46 | Harvia | Marimekko | ||||
| 47 | Fondia | Enento Group | Administer | |||
| 48 | Ovaro Kiinteistösijoitus | Huhtamäki | ||||
| 49 | Tulikivi | Panostaja | ||||
| 50 | UPM | Canatu A | ||||
| 51 | Orthex | Optomed | ||||
| 52 | Kemira | |||||
| 53 | Toivo Group | Revenio Group | ||||
| 54 | Oriola | Lemonsoft | ||||
| 55 | Sitowise | Eezy | ||||
| 56 | Herantis Pharma | |||||
| 57 | Consti | Valmet | ||||
| 58 | Scanfil | NoHo Partners | ||||
| 59 | Terveystalo | Nightingale Health | ||||
| 60 | Witted | Martela | ||||
| 61 | Asuntosalkku | Elisa | ||||
| 62 | Solwers | Vincit | ||||
| 63 | Nurminen Logistics | Tokmanni Group | ||||
| 64 | Spinnova | Glaston | ||||
| 65 | Ponsse | Modulight | ||||
| 66 | LeadDesk | Suominen | ||||
| 67 | Raute | Fodelia | ||||
| 68 | Pihlajalinna | |||||
| 69 | Tecnotree | Boreo | KH Group | |||
| 70 | Robit | EcoUp | ||||
| 71 | Gofore | Digital Workforce | ||||
| 72 | Sanoma | |||||
| 73 | eQ | Norrhydro | ||||
| 74 | Rebl Group Oyj | Talenom | ||||
| 75 | Sunborn International | |||||
| 76 | Duell | Netum | ||||
| 77 | Faron Pharmaceuticals | Solar Foods | ||||
| 78 | Wetteri | |||||
| 79 | SSH | |||||
| 80 | Aiforia Technologies | Bioretec | ||||
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 23.12.2025 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Arvo Sijoitusosuuskunta | 81.39 | 100.11 | 23% |
| 2 | 3 | Wulff-Yhtiöt | 3.75 | 4.58 | 22% |
| 3 | 2 | Konecranes | 92.30 | 112.61 | 22% |
| 4 | 4 | Endomines | 27.30 | 33.03 | 21% |
| 5 | 5 | Anora | 3.71 | 4.41 | 19% |
| 6 | 6 | Kreate | 12.80 | 15.23 | 19% |
| 7 | 7 | Nokia | 5.52 | 6.57 | 19% |
| 8 | 8 | Kalmar | 39.78 | 47.34 | 19% |
| 9 | 9 | Titanium | 6.94 | 8.26 | 19% |
| 10 | 10 | Atria | 14.80 | 17.61 | 19% |
| 11 | 11 | Taaleri | 7.76 | 9.23 | 19% |
| 12 | 12 | Aktia Bank plc | 12.12 | 14.30 | 18% |
| 13 | 14 | Metso | 14.65 | 17.29 | 18% |
| 14 | 13 | F-Secure | 1.90 | 2.23 | 17% |
| 15 | 15 | Biohit | 3.50 | 4.09 | 17% |
| 16 | 16 | Sotkamo Silver | 0.15 | 0.17 | 17% |
| 17 | 14 | Tekova | 1.31 | 1.53 | 17% |
| 18 | 17 | Oma Säästöpankki | 11.92 | 13.95 | 17% |
| 19 | 12 | Nordea Bank | 15.97 | 18.68 | 17% |
| 20 | 18 | Tietoevry | 18.04 | 21.11 | 17% |
| 21 | 19 | Bittium | 26.65 | 30.91 | 16% |
| 22 | 20 | Neste | 18.89 | 21.91 | 16% |
| 23 | 21 | Wärtsilä | 30.42 | 35.29 | 16% |
| 24 | 22 | Keskisuomalainen | 8.64 | 10.02 | 16% |
| 25 | 13 | Aspo | 6.44 | 7.47 | 16% |
| 26 | 23 | Fortum | 18.07 | 20.96 | 16% |
| 27 | 25 | Outokumpu | 4.28 | 4.92 | 15% |
| 28 | 24 | Nokian Renkaat | 9.15 | 10.52 | 15% |
| 29 | 26 | Evli | 22.00 | 25.08 | 14% |
| 30 | 28 | Stora Enso | 10.31 | 11.76 | 14% |
| 31 | 27 | Lassila & Tikanoja | 10.58 | 12.06 | 14% |
| 32 | 29 | Tamtron | 5.70 | 6.50 | 14% |
| 33 | 30 | Enersense | 3.85 | 4.39 | 14% |
| 34 | 31 | Componenta | 4.45 | 5.07 | 14% |
| 35 | 32 | United Bankers | 19.05 | 21.72 | 14% |
| 36 | 33 | Exel Composites | 0.44 | 0.50 | 14% |
| 37 | 34 | GRK Infra | 14.40 | 16.27 | 13% |
| 38 | 35 | Verkkokauppa.com | 3.71 | 4.19 | 13% |
| 39 | 37 | Relais Group | 16.60 | 18.76 | 13% |
| 40 | 36 | Alexandria Group | 10.20 | 11.53 | 13% |
| 41 | 38 | CapMan | 1.93 | 2.16 | 12% |
| 42 | 39 | Mandatum | 6.79 | 7.60 | 12% |
| 43 | 40 | Sampo | 10.27 | 11.50 | 12% |
| 44 | 41 | WithSecure | 1.71 | 1.92 | 12% |
| 45 | 42 | Finnair | 3.15 | 3.53 | 12% |
| 46 | 43 | Kone | 60.36 | 67.00 | 11% |
| 47 | 44 | Nexstim | 13.90 | 15.29 | 10% |
| 48 | 39 | QPR Software | 0.83 | 0.91 | 10% |
| 49 | 43 | Raisio | 2.60 | 2.87 | 10% |
| 50 | 36 | Koskisen | 8.84 | 9.72 | 10% |
| 51 | 45 | Remedy | 15.74 | 17.16 | 9% |
| 52 | 45 | Kamux | 2.17 | 2.37 | 9% |
| 53 | 40 | Orion | 63.55 | 69.27 | 9% |
| 54 | 46 | Harvia | 41.85 | 45.20 | 8% |
| 55 | 47 | Fondia | 4.74 | 5.12 | 8% |
| 56 | 20 | Pallas Air | 0.86 | 0.93 | 8% |
| 57 | 30 | Alisa Pankki | 0.24 | 0.25 | 7% |
| 58 | 35 | Ilkka | 3.85 | 4.12 | 7% |
| 59 | 23 | YIT | 3.10 | 3.32 | 7% |
| 60 | 42 | Teleste | 3.65 | 3.91 | 7% |
| 61 | 48 | Ovaro Kiinteistösijoitus | 3.27 | 3.50 | 7% |
| 62 | 49 | Tulikivi | 0.47 | 0.51 | 7% |
| 63 | 25 | Loihde | 11.90 | 12.61 | 6% |
| 64 | 24 | Detection Technology | 10.95 | 11.61 | 6% |
| 65 | 50 | UPM | 24.06 | 25.50 | 6% |
| 66 | 51 | Orthex | 4.75 | 4.99 | 5% |
| 67 | 52 | Kemira | 19.32 | 20.29 | 5% |
| 68 | 53 | Toivo Group | 0.96 | 1.01 | 5% |
| 69 | 29 | Incap | 9.85 | 10.34 | 5% |
| 70 | 54 | Oriola | 1.14 | 1.20 | 5% |
| 71 | 46 | Marimekko | 12.76 | 13.27 | 4% |
| 72 | 15 | LapWall | 3.91 | 4.07 | 4% |
| 73 | 55 | Sitowise | 2.49 | 2.59 | 4% |
| 74 | 27 | Aspocomp | 4.86 | 5.01 | 3% |
| 75 | 56 | Herantis Pharma | 1.98 | 2.04 | 3% |
| 76 | 36 | Alma Media | 13.50 | 13.91 | 3% |
| 77 | 47 | Enento Group | 15.42 | 15.73 | 2% |
| 78 | 57 | Consti | 10.50 | 10.71 | 2% |
| 79 | 7 | Foamit | 0.84 | 0.85 | 2% |
| 80 | 58 | Scanfil | 9.99 | 10.09 | 1% |
| 81 | 57 | Valmet | 27.54 | 27.82 | 1% |
| 82 | 9 | Kempower | 14.42 | 14.56 | 1% |
| 83 | 2 | Apetit | 14.00 | - | - |
| 84 | 2 | Hiab Oyj | 48.48 | 48.48 | -0% |
| 85 | 6 | Kesko | 18.80 | 18.61 | -1% |
| 86 | 8 | Digia | 6.34 | 6.28 | -1% |
| 87 | 59 | Terveystalo | 9.63 | 9.34 | -3% |
| 88 | 60 | Witted | 1.44 | 1.39 | -3% |
| 89 | 19 | Viafin Service | 19.15 | 18.58 | -3% |
| 90 | 61 | Asuntosalkku | 80.00 | 76.80 | -4% |
| 91 | 48 | Huhtamäki | 29.02 | 27.86 | -4% |
| 92 | 62 | Solwers | 2.21 | 2.10 | -5% |
| 93 | 44 | Vaisala | 43.75 | 41.56 | -5% |
| 94 | 63 | Nurminen Logistics | 0.95 | 0.90 | -5% |
| 95 | 64 | Spinnova | 0.47 | 0.44 | -5% |
| 96 | 65 | Ponsse | 25.40 | 24.13 | -5% |
| 97 | 4 | Springvest | 6.96 | 6.54 | -6% |
| 98 | 1 | Aallon Group | 10.40 | 9.78 | -6% |
| 99 | 28 | Metsä Board | 2.96 | 2.78 | -6% |
| 100 | 10 | HKFoods | 1.40 | 1.32 | -6% |
| 101 | 5 | Rapala VMC | 1.25 | 1.18 | -6% |
| 102 | 66 | LeadDesk | 6.80 | 6.39 | -6% |
| 103 | 67 | Raute | 13.90 | 12.93 | -7% |
| 104 | 68 | Pihlajalinna | 14.00 | 13.02 | -7% |
| 105 | 30 | Honkarakenne | 2.52 | 2.34 | -7% |
| 106 | 64 | Glaston | 1.13 | 1.04 | -8% |
| 107 | 58 | NoHo Partners | 8.02 | 7.30 | -9% |
| 108 | 67 | Fodelia | 5.28 | 4.80 | -9% |
| 109 | 47 | Administer | 2.40 | 2.18 | -9% |
| 110 | 23 | Admicom | 43.20 | 38.88 | -10% |
| 111 | 69 | Tecnotree | 4.05 | 3.61 | -11% |
| 112 | 51 | Optomed | 3.62 | 3.19 | -12% |
| 113 | 70 | Robit | 1.05 | 0.92 | -12% |
| 114 | 71 | Gofore | 13.52 | 11.76 | -13% |
| 115 | 72 | Sanoma | 9.21 | 8.01 | -13% |
| 116 | 53 | Revenio Group | 22.40 | 19.49 | -13% |
| 117 | 21 | Puuilo | 12.52 | 10.77 | -14% |
| 118 | 69 | Boreo | 13.75 | 11.69 | -15% |
| 119 | 66 | Suominen | 1.70 | 1.44 | -15% |
| 120 | 73 | eQ | 10.50 | 8.92 | -15% |
| 121 | 3 | Merus Power | 4.40 | 3.70 | -16% |
| 122 | 54 | Lemonsoft | 5.96 | 5.01 | -16% |
| 123 | 50 | Canatu A | 8.16 | 6.85 | -16% |
| 124 | 74 | Rebl Group Oyj | 1.03 | 0.87 | -16% |
| 125 | 55 | Eezy | 0.75 | 0.62 | -17% |
| 126 | 26 | Fiskars Group | 12.26 | 10.18 | -17% |
| 127 | 63 | Tokmanni Group | 7.52 | 6.24 | -17% |
| 128 | 18 | Siili Solutions | 4.50 | 3.69 | -18% |
| 129 | 38 | Etteplan | 9.00 | 7.38 | -18% |
| 130 | 62 | Vincit | 1.27 | 1.04 | -18% |
| 131 | 73 | Norrhydro | 1.14 | 0.92 | -19% |
| 132 | 74 | Talenom | 2.94 | 2.39 | -19% |
| 133 | 65 | Modulight | 1.10 | 0.89 | -19% |
| 134 | 61 | Elisa | 37.04 | 29.63 | -20% |
| 135 | 75 | Sunborn International | 0.40 | 0.32 | -20% |
| 136 | 32 | Investors House | 3.72 | 2.94 | -21% |
| 137 | 69 | KH Group | 0.41 | 0.33 | -21% |
| 138 | 76 | Duell | 3.21 | 2.50 | -22% |
| 139 | 77 | Faron Pharmaceuticals | 1.96 | 1.51 | -23% |
| 140 | 71 | Digital Workforce | 2.69 | 2.07 | -23% |
| 141 | 78 | Wetteri | 0.17 | 0.13 | -24% |
| 142 | 11 | Lamor | 1.02 | 0.78 | -24% |
| 143 | 13 | Betolar | 1.02 | 0.78 | -24% |
| 144 | 77 | Solar Foods | 4.64 | 3.53 | -24% |
| 145 | 59 | Nightingale Health | 2.06 | 1.54 | -25% |
| 146 | 49 | Panostaja | 0.35 | 0.26 | -25% |
| 147 | 70 | EcoUp | 1.35 | 1.01 | -25% |
| 148 | 37 | Qt | 32.04 | 23.71 | -26% |
| 149 | 16 | SRV | 4.22 | 3.12 | -26% |
| 150 | 79 | SSH | 2.97 | 2.17 | -27% |
| 151 | 60 | Martela | 0.74 | 0.53 | -28% |
| 152 | 80 | Aiforia Technologies | 2.33 | 1.68 | -28% |
| 153 | 76 | Netum | 1.15 | 0.83 | -28% |
| 154 | 38 | Kesla | 2.36 | 1.68 | -29% |
| 155 | 80 | Bioretec | 0.63 | 0.44 | -30% |
| 156 | 33 | Solteq | 0.41 | 0.29 | -30% |
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: