Päivitetty 13.3.2026
| 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 | 6.47% | 0.99% | -5.48 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 546.26 | 1538.59 | 181.66% | 5.44% |
Päivitys 13.3.2026: Ei muutoksia mallisalkun sisältöön.
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.78
| Sektori | Yhtiöt | |||||||
| 1 | Tecnotree | Boreo | ||||||
| 2 | Arvo Sijoitusosuuskunta | Aallon Group | ||||||
| 3 | Keskisuomalainen | |||||||
| 4 | Atria | HKFoods | ||||||
| 5 | Exel Composites | Enersense | ||||||
| 6 | Investors House | SSH | ||||||
| 7 | Kreate | Ilkka | Kesko | |||||
| 8 | Loihde | Fiskars Group | ||||||
| 9 | Springvest | Nightingale Health | ||||||
| 10 | KH Group | Solwers | ||||||
| 11 | Fondia | Aiforia Technologies | Bioretec | |||||
| 12 | Scanfil | NoHo Partners | ||||||
| 13 | Pallas Air | Rebl Group Oyj | ||||||
| 14 | Outokumpu | CapMan | ||||||
| 15 | Toivo Group | Revenio Group | ||||||
| 16 | Endomines | Raute | Terveystalo | Fodelia | ||||
| 17 | Sotkamo Silver | SRV | ||||||
| 18 | Alexandria Group | Nordea Bank | Alma Media | |||||
| 19 | United Bankers | Kemira | ||||||
| 20 | Titanium | Kempower | ||||||
| 21 | Anora | Aspo | F-Secure | Betolar | ||||
| 22 | Fortum | Relais Group | ||||||
| 23 | Aktia Bank plc | Kalmar | ||||||
| 24 | UPM | Canatu A | ||||||
| 25 | Nokia | Foamit | ||||||
| 26 | Bittium | Koskisen | Viafin Service | |||||
| 27 | Consti | Raisio | Valmet | |||||
| 28 | Metso | Evli | Tekova | |||||
| 29 | Neste | Siili Solutions | ||||||
| 30 | Norrhydro | eQ | ||||||
| 31 | Wärtsilä | Puuilo | ||||||
| 32 | Tietoevry | Panostaja | ||||||
| 33 | Konecranes | Apetit | Hiab Oyj | |||||
| 34 | Elisa | Aspocomp | Tulikivi | Asuntosalkku | ||||
| 35 | Oma Säästöpankki | |||||||
| 36 | WithSecure | |||||||
| 37 | Stora Enso | Metsä Board | ||||||
| 38 | Lamor | |||||||
| 39 | Orion | Nexstim | ||||||
| 40 | Componenta | Pihlajalinna | ||||||
| 41 | Finnair | Teleste | ||||||
| 42 | Vaisala | |||||||
| 43 | Incap | Tamtron | ||||||
| 44 | Ovaro Kiinteistösijoitus | Huhtamäki | ||||||
| 45 | LapWall | Kone | ||||||
| 46 | Sitowise | Solteq | ||||||
| 47 | Mandatum | Digia | ||||||
| 48 | Nokian Renkaat | Detection Technology | ||||||
| 49 | GRK Infra | |||||||
| 50 | Enento Group | Administer | ||||||
| 51 | Verkkokauppa.com | Sanoma | ||||||
| 52 | Taaleri | |||||||
| 53 | Kesla | Etteplan | ||||||
| 54 | Gofore | Spinnova | ||||||
| 55 | Lassila & Tikanoja | |||||||
| 56 | Honkarakenne | Alisa Pankki | ||||||
| 57 | Orthex | Optomed | Qt | |||||
| 58 | Merus Power | Wulff-Yhtiöt | ||||||
| 59 | Wetteri | |||||||
| 60 | Luotea | |||||||
| 61 | Sampo | |||||||
| 62 | Robit | EcoUp | ||||||
| 63 | Ponsse | Modulight | ||||||
| 64 | Witted | Martela | ||||||
| 65 | Vincit | Talenom | ||||||
| 66 | Herantis Pharma | |||||||
| 67 | Tokmanni Group | Nurminen Logistics | ||||||
| 68 | Sunborn International | |||||||
| 69 | Easor | |||||||
| 70 | YIT | Admicom | ||||||
| 71 | Harvia | Marimekko | ||||||
| 72 | Remedy | Kamux | ||||||
| 73 | Oriola | Lemonsoft | ||||||
| 74 | Glaston | Digital Workforce | ||||||
| 75 | Netum | Duell | ||||||
| 76 | Rapala VMC | Eezy | ||||||
| 77 | Biohit | QPR Software | ||||||
| 78 | Solar Foods | Faron Pharmaceuticals | ||||||
| 79 | Suominen | LeadDesk | ||||||
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 12.03.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Tecnotree | 5.51 | 6.78 | 23% |
| 2 | 2 | Arvo Sijoitusosuuskunta | 86.20 | 105.16 | 22% |
| 3 | 1 | Boreo | 17.70 | 21.24 | 20% |
| 4 | 3 | Keskisuomalainen | 9.96 | 11.85 | 19% |
| 5 | 4 | Atria | 18.25 | 21.72 | 19% |
| 6 | 4 | HKFoods | 1.84 | 2.20 | 19% |
| 7 | 6 | Investors House | 4.15 | 4.90 | 18% |
| 8 | 5 | Exel Composites | 0.50 | 0.59 | 18% |
| 9 | 7 | Kreate | 13.35 | 15.75 | 18% |
| 10 | 9 | Springvest | 9.32 | 11.00 | 18% |
| 11 | 8 | Loihde | 12.70 | 14.86 | 17% |
| 12 | 10 | KH Group | 0.52 | 0.60 | 17% |
| 13 | 12 | Scanfil | 12.08 | 14.01 | 16% |
| 14 | 11 | Fondia | 5.42 | 6.29 | 16% |
| 15 | 13 | Pallas Air | 0.65 | 0.75 | 16% |
| 16 | 14 | Outokumpu | 4.94 | 5.68 | 15% |
| 17 | 15 | Toivo Group | 1.00 | 1.15 | 15% |
| 18 | 17 | Sotkamo Silver | 0.39 | 0.45 | 15% |
| 19 | 16 | Endomines | 29.90 | 34.38 | 15% |
| 20 | 18 | Alexandria Group | 11.15 | 12.82 | 15% |
| 21 | 19 | United Bankers | 20.10 | 22.91 | 14% |
| 22 | 20 | Titanium | 7.32 | 8.34 | 14% |
| 23 | 21 | Anora | 3.91 | 4.46 | 14% |
| 24 | 17 | SRV | 5.20 | 5.93 | 14% |
| 25 | 22 | Fortum | 21.18 | 24.15 | 14% |
| 26 | 23 | Aktia Bank plc | 12.42 | 14.03 | 13% |
| 27 | 24 | UPM | 26.84 | 30.33 | 13% |
| 28 | 25 | Nokia | 7.14 | 8.07 | 13% |
| 29 | 26 | Bittium | 31.60 | 35.71 | 13% |
| 30 | 27 | Consti | 11.40 | 12.88 | 13% |
| 31 | 7 | Ilkka | 4.16 | 4.66 | 12% |
| 32 | 29 | Neste | 27.89 | 31.24 | 12% |
| 33 | 28 | Metso | 16.20 | 18.15 | 12% |
| 34 | 30 | Norrhydro | 1.33 | 1.49 | 12% |
| 35 | 23 | Kalmar | 43.42 | 48.63 | 12% |
| 36 | 31 | Wärtsilä | 33.60 | 37.63 | 12% |
| 37 | 32 | Tietoevry | 18.91 | 20.99 | 11% |
| 38 | 33 | Konecranes | 92.70 | 102.90 | 11% |
| 39 | 34 | Elisa | 43.64 | 48.44 | 11% |
| 40 | 5 | Enersense | 3.72 | 4.13 | 11% |
| 41 | 35 | Oma Säästöpankki | 11.98 | 13.18 | 10% |
| 42 | 36 | WithSecure | 1.72 | 1.89 | 10% |
| 43 | 37 | Stora Enso | 10.65 | 11.72 | 10% |
| 44 | 28 | Evli | 23.70 | 26.07 | 10% |
| 45 | 38 | Lamor | 1.14 | 1.24 | 9% |
| 46 | 39 | Orion | 68.70 | 74.88 | 9% |
| 47 | 21 | Aspo | 6.66 | 7.26 | 9% |
| 48 | 40 | Componenta | 4.37 | 4.76 | 9% |
| 49 | 42 | Vaisala | 47.05 | 51.28 | 9% |
| 50 | 41 | Finnair | 3.01 | 3.25 | 8% |
| 51 | 43 | Incap | 10.00 | 10.80 | 8% |
| 52 | 18 | Nordea Bank | 15.74 | 17.00 | 8% |
| 53 | 44 | Ovaro Kiinteistösijoitus | 3.24 | 3.50 | 8% |
| 54 | 45 | LapWall | 3.98 | 4.26 | 7% |
| 55 | 46 | Sitowise | 2.42 | 2.59 | 7% |
| 56 | 47 | Mandatum | 6.66 | 7.13 | 7% |
| 57 | 16 | Raute | 14.50 | 15.52 | 7% |
| 58 | 27 | Raisio | 2.66 | 2.82 | 6% |
| 59 | 48 | Nokian Renkaat | 9.41 | 9.97 | 6% |
| 60 | 34 | Aspocomp | 4.95 | 5.25 | 6% |
| 61 | 49 | GRK Infra | 12.80 | 13.44 | 5% |
| 62 | 34 | Tulikivi | 0.48 | 0.50 | 5% |
| 63 | 25 | Foamit | 0.85 | 0.89 | 5% |
| 64 | 7 | Kesko | 19.90 | 20.89 | 5% |
| 65 | 26 | Koskisen | 8.80 | 9.24 | 5% |
| 66 | 34 | Asuntosalkku | 80.00 | 83.20 | 4% |
| 67 | 21 | F-Secure | 1.73 | 1.80 | 4% |
| 68 | 33 | Apetit | 13.85 | 14.27 | 3% |
| 69 | 19 | Kemira | 19.36 | 19.94 | 3% |
| 70 | 50 | Enento Group | 14.76 | 15.20 | 3% |
| 71 | 51 | Verkkokauppa.com | 3.53 | 3.60 | 2% |
| 72 | 52 | Taaleri | 7.16 | 7.30 | 2% |
| 73 | 53 | Kesla | 2.70 | 2.73 | 1% |
| 74 | 54 | Gofore | 13.20 | 13.33 | 1% |
| 75 | 41 | Teleste | 3.59 | 3.63 | 1% |
| 76 | 28 | Tekova | 1.25 | 1.26 | 1% |
| 77 | 16 | Terveystalo | 9.45 | 9.54 | 1% |
| 78 | 18 | Alma Media | 13.35 | 13.35 | 0% |
| 79 | 26 | Viafin Service | 18.90 | 18.71 | -1% |
| 80 | 27 | Valmet | 27.20 | 26.93 | -1% |
| 81 | 50 | Administer | 2.38 | 2.36 | -1% |
| 82 | 20 | Kempower | 13.59 | 13.32 | -2% |
| 83 | 55 | Lassila & Tikanoja | 7.80 | 7.64 | -2% |
| 84 | 22 | Relais Group | 15.55 | 15.08 | -3% |
| 85 | 13 | Rebl Group Oyj | 1.04 | 1.01 | -3% |
| 86 | 37 | Metsä Board | 2.89 | 2.78 | -4% |
| 87 | 57 | Orthex | 4.60 | 4.42 | -4% |
| 88 | 56 | Honkarakenne | 2.52 | 2.42 | -4% |
| 89 | 14 | CapMan | 1.81 | 1.74 | -4% |
| 90 | 48 | Detection Technology | 10.55 | 10.13 | -4% |
| 91 | 8 | Fiskars Group | 12.54 | 11.91 | -5% |
| 92 | 58 | Merus Power | 4.32 | 4.10 | -5% |
| 93 | 43 | Tamtron | 5.36 | 5.09 | -5% |
| 94 | 59 | Wetteri | 0.18 | 0.17 | -6% |
| 95 | 60 | Luotea | 2.40 | 2.25 | -6% |
| 96 | 61 | Sampo | 9.26 | 8.61 | -7% |
| 97 | 54 | Spinnova | 0.43 | 0.40 | -7% |
| 98 | 62 | Robit | 1.05 | 0.98 | -7% |
| 99 | 44 | Huhtamäki | 28.94 | 26.91 | -7% |
| 100 | 63 | Ponsse | 24.70 | 22.72 | -8% |
| 101 | 40 | Pihlajalinna | 13.40 | 12.06 | -10% |
| 102 | 64 | Witted | 1.34 | 1.21 | -10% |
| 103 | 65 | Vincit | 1.25 | 1.12 | -10% |
| 104 | 51 | Sanoma | 9.08 | 8.17 | -10% |
| 105 | 47 | Digia | 5.98 | 5.38 | -10% |
| 106 | 63 | Modulight | 1.09 | 0.98 | -10% |
| 107 | 12 | NoHo Partners | 7.60 | 6.76 | -11% |
| 108 | 58 | Wulff-Yhtiöt | 3.36 | 2.99 | -11% |
| 109 | 66 | Herantis Pharma | 1.86 | 1.64 | -12% |
| 110 | 45 | Kone | 56.28 | 49.53 | -12% |
| 111 | 30 | eQ | 10.35 | 9.00 | -13% |
| 112 | 67 | Tokmanni Group | 7.22 | 6.28 | -13% |
| 113 | 68 | Sunborn International | 0.17 | 0.15 | -13% |
| 114 | 69 | Easor | 0.61 | 0.53 | -13% |
| 115 | 2 | Aallon Group | 9.36 | 8.05 | -14% |
| 116 | 31 | Puuilo | 11.79 | 10.14 | -14% |
| 117 | 70 | YIT | 2.70 | 2.32 | -14% |
| 118 | 21 | Betolar | 1.06 | 0.90 | -15% |
| 119 | 33 | Hiab Oyj | 43.90 | 37.31 | -15% |
| 120 | 71 | Harvia | 35.90 | 30.16 | -16% |
| 121 | 53 | Etteplan | 8.48 | 7.12 | -16% |
| 122 | 10 | Solwers | 2.00 | 1.68 | -16% |
| 123 | 73 | Oriola | 1.01 | 0.85 | -16% |
| 124 | 72 | Remedy | 13.10 | 11.00 | -16% |
| 125 | 46 | Solteq | 0.40 | 0.33 | -17% |
| 126 | 74 | Glaston | 1.02 | 0.85 | -17% |
| 127 | 67 | Nurminen Logistics | 0.82 | 0.67 | -18% |
| 128 | 16 | Fodelia | 4.57 | 3.75 | -18% |
| 129 | 71 | Marimekko | 10.76 | 8.72 | -19% |
| 130 | 72 | Kamux | 1.74 | 1.39 | -20% |
| 131 | 73 | Lemonsoft | 5.00 | 4.00 | -20% |
| 132 | 75 | Netum | 1.03 | 0.82 | -20% |
| 133 | 24 | Canatu A | 7.38 | 5.83 | -21% |
| 134 | 76 | Rapala VMC | 1.04 | 0.82 | -22% |
| 135 | 74 | Digital Workforce | 2.34 | 1.83 | -22% |
| 136 | 39 | Nexstim | 8.82 | 6.88 | -22% |
| 137 | 77 | Biohit | 2.39 | 1.86 | -22% |
| 138 | 78 | Solar Foods | 4.08 | 3.18 | -22% |
| 139 | 29 | Siili Solutions | 3.75 | 2.93 | -22% |
| 140 | 77 | QPR Software | 0.55 | 0.43 | -23% |
| 141 | 64 | Martela | 0.65 | 0.50 | -23% |
| 142 | 56 | Alisa Pankki | 0.16 | 0.12 | -24% |
| 143 | 32 | Panostaja | 0.31 | 0.23 | -24% |
| 144 | 70 | Admicom | 32.80 | 24.60 | -25% |
| 145 | 15 | Revenio Group | 17.84 | 13.38 | -25% |
| 146 | 65 | Talenom | 1.43 | 1.06 | -26% |
| 147 | 62 | EcoUp | 1.10 | 0.81 | -26% |
| 148 | 57 | Optomed | 2.51 | 1.86 | -26% |
| 149 | 75 | Duell | 2.34 | 1.71 | -27% |
| 150 | 79 | Suominen | 1.29 | 0.95 | -27% |
| 151 | 11 | Aiforia Technologies | 1.84 | 1.32 | -28% |
| 152 | 79 | LeadDesk | 4.87 | 3.51 | -28% |
| 153 | 76 | Eezy | 0.47 | 0.33 | -28% |
| 154 | 6 | SSH | 2.19 | 1.55 | -29% |
| 155 | 9 | Nightingale Health | 1.29 | 0.92 | -29% |
| 156 | 57 | Qt | 19.41 | 13.78 | -29% |
| 157 | 78 | Faron Pharmaceuticals | 0.52 | 0.36 | -30% |
| 158 | 11 | Bioretec | 0.16 | 0.11 | -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: