Päivitetty 30.1.2026
| Timon listan laskennallinen mallisalkku verrattuna OMXH25-indeksiin |
| Timon OMXH-lista ja arkisto |
| Taustaa |
|
Muutokset sijoitusstrategiaan ja mallisalkun käsittelyyn
|
|
| 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 | 1.83% | 12.22% | 10.39 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 522.50 | 1709.75 | 227.22% | 6.29% |
Päivitys 30.1.2026: CapMan myyty, Endomines tilalle.
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.78
| Sektori | Yhtiöt | |||||
| 1 | Tecnotree | Sitowise | Boreo | |||
| 2 | Endomines | Springvest | ||||
| 3 | Sotkamo Silver | SRV | ||||
| 4 | Wulff-Yhtiöt | Merus Power | ||||
| 5 | Anora | Rapala VMC | ||||
| 6 | Aspo | F-Secure | Betolar | |||
| 7 | Alexandria Group | Alma Media | ||||
| 8 | Outokumpu | CapMan | ||||
| 9 | Consti | Valmet | ||||
| 10 | Exel Composites | Alisa Pankki | Solteq | |||
| 11 | Atria | HKFoods | ||||
| 12 | Enersense | Eezy | ||||
| 13 | Konecranes | Hiab Oyj | Apetit | |||
| 14 | Kreate | Kesko | ||||
| 15 | Keskisuomalainen | |||||
| 16 | Kalmar | Aktia Bank plc | Nordea Bank | |||
| 17 | Evli | |||||
| 18 | Oma Säästöpankki | |||||
| 19 | Arvo Sijoitusosuuskunta | Aallon Group | ||||
| 20 | Aspocomp | Asuntosalkku | Elisa | |||
| 21 | Robit | EcoUp | ||||
| 22 | Orion | Sampo | ||||
| 23 | Bittium | Viafin Service | ||||
| 24 | Metso | Tekova | ||||
| 25 | Scanfil | NoHo Partners | ||||
| 26 | Fortum | Componenta | ||||
| 27 | Neste | Pallas Air | ||||
| 28 | Tulikivi | Panostaja | ||||
| 29 | Norrhydro | eQ | ||||
| 30 | Teleste | Finnair | ||||
| 31 | Nokian Renkaat | Detection Technology | ||||
| 32 | Wärtsilä | Puuilo | ||||
| 33 | Titanium | Kempower | ||||
| 34 | LapWall | Biohit | ||||
| 35 | Solwers | Vincit | ||||
| 36 | Relais Group | Qt | ||||
| 37 | Tamtron | Incap | ||||
| 38 | Kamux | Remedy | ||||
| 39 | Lassila & Tikanoja | |||||
| 40 | Luotea | |||||
| 41 | GRK Infra | |||||
| 42 | Raisio | Kone | ||||
| 43 | Fondia | Enento Group | Administer | |||
| 44 | WithSecure | |||||
| 45 | Lamor | Taaleri | ||||
| 46 | Verkkokauppa.com | Ilkka | ||||
| 47 | Honkarakenne | KH Group | ||||
| 48 | QPR Software | Mandatum | ||||
| 49 | Kemira | Koskisen | ||||
| 50 | Tietoevry | Siili Solutions | ||||
| 51 | Nokia | Foamit | ||||
| 52 | Herantis Pharma | |||||
| 53 | Stora Enso | Metsä Board | ||||
| 54 | Spinnova | Glaston | ||||
| 55 | Orthex | Optomed | ||||
| 56 | Oriola | Lemonsoft | ||||
| 57 | YIT | Admicom | ||||
| 58 | Kesla | Etteplan | ||||
| 59 | United Bankers | Investors House | ||||
| 60 | Terveystalo | Nightingale Health | ||||
| 61 | Canatu A | UPM | ||||
| 62 | Raute | Fodelia | ||||
| 63 | Harvia | Marimekko | ||||
| 64 | Modulight | Ponsse | ||||
| 65 | Ovaro Kiinteistösijoitus | Huhtamäki | ||||
| 66 | LeadDesk | Suominen | ||||
| 67 | Nexstim | Vaisala | ||||
| 68 | Digia | Sanoma | ||||
| 69 | Wetteri | |||||
| 70 | Witted | Martela | ||||
| 71 | Pihlajalinna | |||||
| 72 | Loihde | Fiskars Group | ||||
| 73 | Rebl Group Oyj | Talenom | ||||
| 74 | Toivo Group | Revenio Group | ||||
| 75 | Sunborn International | |||||
| 76 | Nurminen Logistics | Tokmanni Group | ||||
| 77 | Gofore | Digital Workforce | ||||
| 78 | Solar Foods | Faron Pharmaceuticals | ||||
| 79 | SSH | |||||
| 80 | Duell | Netum | ||||
| 81 | Aiforia Technologies | Bioretec | ||||
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 29.01.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Tecnotree | 5.58 | 7.25 | 30% |
| 2 | 3 | Sotkamo Silver | 0.68 | 0.86 | 26% |
| 3 | 2 | Endomines | 33.70 | 41.79 | 24% |
| 4 | 4 | Wulff-Yhtiöt | 4.36 | 5.36 | 23% |
| 5 | 6 | Aspo | 7.74 | 9.37 | 21% |
| 6 | 5 | Anora | 4.25 | 5.14 | 21% |
| 7 | 7 | Alexandria Group | 11.20 | 13.44 | 20% |
| 8 | 8 | Outokumpu | 4.74 | 5.64 | 19% |
| 9 | 9 | Consti | 11.80 | 14.04 | 19% |
| 10 | 10 | Exel Composites | 0.57 | 0.68 | 19% |
| 11 | 11 | Atria | 16.00 | 18.88 | 18% |
| 12 | 12 | Enersense | 4.02 | 4.74 | 18% |
| 13 | 14 | Kreate | 13.25 | 15.63 | 18% |
| 14 | 13 | Konecranes | 99.90 | 116.88 | 17% |
| 15 | 15 | Keskisuomalainen | 9.64 | 11.28 | 17% |
| 16 | 16 | Kalmar | 42.86 | 50.15 | 17% |
| 17 | 17 | Evli | 25.50 | 29.83 | 17% |
| 18 | 18 | Oma Säästöpankki | 12.84 | 15.02 | 17% |
| 19 | 19 | Arvo Sijoitusosuuskunta | 79.27 | 91.95 | 16% |
| 20 | 20 | Aspocomp | 5.38 | 6.24 | 16% |
| 21 | 22 | Orion | 70.15 | 81.37 | 16% |
| 22 | 21 | Robit | 1.33 | 1.54 | 16% |
| 23 | 23 | Bittium | 38.85 | 44.68 | 15% |
| 24 | 25 | Scanfil | 10.98 | 12.63 | 15% |
| 25 | 24 | Metso | 17.04 | 19.60 | 15% |
| 26 | 26 | Fortum | 19.94 | 22.93 | 15% |
| 27 | 28 | Tulikivi | 0.57 | 0.65 | 15% |
| 28 | 27 | Neste | 21.38 | 24.37 | 14% |
| 29 | 29 | Norrhydro | 1.40 | 1.60 | 14% |
| 30 | 11 | HKFoods | 1.66 | 1.89 | 14% |
| 31 | 16 | Aktia Bank plc | 12.24 | 13.95 | 14% |
| 32 | 30 | Teleste | 3.91 | 4.46 | 14% |
| 33 | 32 | Wärtsilä | 34.01 | 38.77 | 14% |
| 34 | 31 | Nokian Renkaat | 10.91 | 12.33 | 13% |
| 35 | 24 | Tekova | 1.34 | 1.51 | 13% |
| 36 | 33 | Titanium | 7.10 | 8.02 | 13% |
| 37 | 14 | Kesko | 21.24 | 24.00 | 13% |
| 38 | 2 | Springvest | 9.66 | 10.92 | 13% |
| 39 | 6 | F-Secure | 1.91 | 2.14 | 12% |
| 40 | 16 | Nordea Bank | 16.20 | 18.15 | 12% |
| 41 | 34 | LapWall | 4.18 | 4.64 | 11% |
| 42 | 35 | Solwers | 2.40 | 2.66 | 11% |
| 43 | 36 | Relais Group | 17.20 | 19.09 | 11% |
| 44 | 38 | Kamux | 2.25 | 2.50 | 11% |
| 45 | 37 | Tamtron | 5.84 | 6.48 | 11% |
| 46 | 40 | Luotea | 2.91 | 3.20 | 10% |
| 47 | 39 | Lassila & Tikanoja | 7.55 | 8.30 | 10% |
| 48 | 41 | GRK Infra | 14.69 | 16.15 | 10% |
| 49 | 33 | Kempower | 16.56 | 18.22 | 10% |
| 50 | 42 | Raisio | 2.74 | 3.01 | 10% |
| 51 | 43 | Fondia | 4.99 | 5.49 | 10% |
| 52 | 45 | Lamor | 1.22 | 1.34 | 10% |
| 53 | 44 | WithSecure | 1.72 | 1.89 | 10% |
| 54 | 46 | Verkkokauppa.com | 3.85 | 4.20 | 9% |
| 55 | 47 | Honkarakenne | 2.86 | 3.12 | 9% |
| 56 | 45 | Taaleri | 7.69 | 8.31 | 8% |
| 57 | 48 | QPR Software | 0.90 | 0.97 | 8% |
| 58 | 48 | Mandatum | 6.87 | 7.42 | 8% |
| 59 | 9 | Valmet | 29.08 | 31.12 | 7% |
| 60 | 49 | Kemira | 20.06 | 21.46 | 7% |
| 61 | 50 | Tietoevry | 18.04 | 19.30 | 7% |
| 62 | 34 | Biohit | 3.36 | 3.56 | 6% |
| 63 | 27 | Pallas Air | 0.80 | 0.85 | 6% |
| 64 | 51 | Nokia | 5.13 | 5.44 | 6% |
| 65 | 49 | Koskisen | 9.10 | 9.65 | 6% |
| 66 | 26 | Componenta | 4.38 | 4.64 | 6% |
| 67 | 52 | Herantis Pharma | 2.26 | 2.37 | 5% |
| 68 | 53 | Stora Enso | 10.22 | 10.73 | 5% |
| 69 | 55 | Orthex | 4.85 | 5.09 | 5% |
| 70 | 54 | Spinnova | 0.51 | 0.54 | 5% |
| 71 | 3 | SRV | 5.20 | 5.41 | 4% |
| 72 | 6 | Betolar | 1.28 | 1.34 | 4% |
| 73 | 56 | Oriola | 1.17 | 1.22 | 4% |
| 74 | 42 | Kone | 60.78 | 63.21 | 4% |
| 75 | 57 | YIT | 3.14 | 3.23 | 3% |
| 76 | 13 | Hiab Oyj | 50.70 | 52.22 | 3% |
| 77 | 7 | Alma Media | 14.05 | 14.47 | 3% |
| 78 | 58 | Kesla | 3.00 | 3.06 | 2% |
| 79 | 59 | United Bankers | 18.75 | 19.12 | 2% |
| 80 | 51 | Foamit | 0.87 | 0.89 | 2% |
| 81 | 8 | CapMan | 1.91 | 1.93 | 1% |
| 82 | 30 | Finnair | 2.94 | 2.97 | 1% |
| 83 | 60 | Terveystalo | 10.04 | 10.04 | 0% |
| 84 | 46 | Ilkka | 3.87 | 3.87 | 0% |
| 85 | 61 | Canatu A | 9.24 | - | - |
| 86 | 20 | Asuntosalkku | 82.50 | 82.50 | -0% |
| 87 | 62 | Raute | 14.60 | 14.45 | -1% |
| 88 | 37 | Incap | 9.85 | 9.75 | -1% |
| 89 | 63 | Harvia | 41.55 | 40.72 | -2% |
| 90 | 64 | Modulight | 1.20 | 1.16 | -3% |
| 91 | 47 | KH Group | 0.46 | 0.45 | -3% |
| 92 | 63 | Marimekko | 12.72 | 12.34 | -3% |
| 93 | 65 | Ovaro Kiinteistösijoitus | 3.22 | 3.12 | -3% |
| 94 | 43 | Enento Group | 15.48 | 14.86 | -4% |
| 95 | 61 | UPM | 23.90 | 22.94 | -4% |
| 96 | 66 | LeadDesk | 7.00 | 6.65 | -5% |
| 97 | 23 | Viafin Service | 19.45 | 18.48 | -5% |
| 98 | 29 | eQ | 11.10 | 10.54 | -5% |
| 99 | 38 | Remedy | 14.86 | 14.12 | -5% |
| 100 | 65 | Huhtamäki | 29.64 | 28.16 | -5% |
| 101 | 67 | Nexstim | 12.90 | 12.13 | -6% |
| 102 | 69 | Wetteri | 0.20 | 0.18 | -6% |
| 103 | 68 | Digia | 6.36 | 5.98 | -6% |
| 104 | 13 | Apetit | 13.90 | 13.07 | -6% |
| 105 | 31 | Detection Technology | 10.75 | 10.10 | -6% |
| 106 | 54 | Glaston | 1.16 | 1.09 | -6% |
| 107 | 10 | Alisa Pankki | 0.21 | 0.19 | -7% |
| 108 | 1 | Sitowise | 2.40 | 2.23 | -7% |
| 109 | 55 | Optomed | 3.81 | 3.54 | -7% |
| 110 | 64 | Ponsse | 25.90 | 23.83 | -8% |
| 111 | 71 | Pihlajalinna | 14.40 | 13.25 | -8% |
| 112 | 70 | Witted | 1.42 | 1.29 | -9% |
| 113 | 68 | Sanoma | 9.65 | 8.78 | -9% |
| 114 | 1 | Boreo | 14.25 | 12.68 | -11% |
| 115 | 72 | Loihde | 11.30 | 10.06 | -11% |
| 116 | 73 | Rebl Group Oyj | 1.10 | 0.98 | -11% |
| 117 | 58 | Etteplan | 9.44 | 8.31 | -12% |
| 118 | 12 | Eezy | 0.78 | 0.68 | -12% |
| 119 | 19 | Aallon Group | 10.30 | 8.96 | -13% |
| 120 | 67 | Vaisala | 43.40 | 37.76 | -13% |
| 121 | 5 | Rapala VMC | 1.24 | 1.07 | -13% |
| 122 | 74 | Toivo Group | 0.91 | 0.79 | -13% |
| 123 | 28 | Panostaja | 0.37 | 0.32 | -13% |
| 124 | 25 | NoHo Partners | 8.04 | 6.91 | -14% |
| 125 | 75 | Sunborn International | 0.27 | 0.24 | -14% |
| 126 | 76 | Nurminen Logistics | 0.92 | 0.78 | -15% |
| 127 | 22 | Sampo | 9.40 | 7.99 | -15% |
| 128 | 4 | Merus Power | 4.43 | 3.77 | -15% |
| 129 | 76 | Tokmanni Group | 7.76 | 6.60 | -15% |
| 130 | 43 | Administer | 2.34 | 1.97 | -16% |
| 131 | 77 | Gofore | 13.38 | 11.24 | -16% |
| 132 | 35 | Vincit | 1.27 | 1.07 | -16% |
| 133 | 50 | Siili Solutions | 4.54 | 3.77 | -17% |
| 134 | 32 | Puuilo | 12.26 | 10.05 | -18% |
| 135 | 57 | Admicom | 41.85 | 33.90 | -19% |
| 136 | 20 | Elisa | 37.18 | 30.12 | -19% |
| 137 | 72 | Fiskars Group | 12.18 | 9.87 | -19% |
| 138 | 62 | Fodelia | 5.02 | 4.07 | -19% |
| 139 | 78 | Solar Foods | 4.86 | 3.89 | -20% |
| 140 | 53 | Metsä Board | 2.74 | 2.19 | -20% |
| 141 | 59 | Investors House | 3.72 | 2.94 | -21% |
| 142 | 79 | SSH | 2.87 | 2.27 | -21% |
| 143 | 77 | Digital Workforce | 2.50 | 1.93 | -23% |
| 144 | 74 | Revenio Group | 20.30 | 15.63 | -23% |
| 145 | 80 | Duell | 2.84 | 2.19 | -23% |
| 146 | 56 | Lemonsoft | 5.02 | 3.82 | -24% |
| 147 | 73 | Talenom | 2.63 | 2.00 | -24% |
| 148 | 21 | EcoUp | 1.36 | 1.03 | -24% |
| 149 | 66 | Suominen | 1.63 | 1.22 | -25% |
| 150 | 78 | Faron Pharmaceuticals | 1.94 | 1.46 | -25% |
| 151 | 36 | Qt | 26.88 | 20.16 | -25% |
| 152 | 10 | Solteq | 0.44 | 0.32 | -26% |
| 153 | 70 | Martela | 0.74 | 0.55 | -26% |
| 154 | 80 | Netum | 1.08 | 0.79 | -27% |
| 155 | 60 | Nightingale Health | 1.85 | 1.35 | -27% |
| 156 | 81 | Aiforia Technologies | 2.27 | 1.63 | -28% |
| 157 | 81 | Bioretec | 0.46 | 0.32 | -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: