Päivitetty 9.1.2026
| 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 | 2.25% | 2.72% | 0.47 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 524.62 | 1564.94 | 198.30% | 5.80% |
Päivitys 9.1.2026: Ei muutoksia mallisalkun sisältöön.
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.78
| Sektori | Yhtiöt | |||||
| 1 | Sotkamo Silver | SRV | ||||
| 2 | Alexandria Group | Alma Media | ||||
| 3 | Endomines | Springvest | ||||
| 4 | Wulff-Yhtiöt | Merus Power | ||||
| 5 | Aspo | F-Secure | ||||
| 6 | Titanium | Kempower | ||||
| 7 | Arvo Sijoitusosuuskunta | Aallon Group | ||||
| 8 | Atria | HKFoods | ||||
| 9 | Outokumpu | Loihde | ||||
| 10 | Anora | Rapala VMC | ||||
| 11 | Konecranes | Hiab Oyj | Apetit | |||
| 12 | Exel Composites | Solteq | ||||
| 13 | Kalmar | Digia | ||||
| 14 | Kreate | Kesko | ||||
| 15 | Tamtron | Incap | ||||
| 16 | Enersense | Sitowise | Eezy | |||
| 17 | Keskisuomalainen | |||||
| 18 | Oma Säästöpankki | |||||
| 19 | Evli | Fiskars Group | ||||
| 20 | Nokia | Foamit | ||||
| 21 | Finnair | Teleste | ||||
| 22 | Metso | Tekova | ||||
| 23 | Aktia Bank plc | Nordea Bank | ||||
| 24 | Koskisen | Kemira | ||||
| 25 | Neste | Pallas Air | ||||
| 26 | Aspocomp | CapMan | ||||
| 27 | Wärtsilä | Puuilo | ||||
| 28 | Bittium | Viafin Service | ||||
| 29 | Tietoevry | Siili Solutions | ||||
| 30 | Nokian Renkaat | Detection Technology | ||||
| 31 | Fortum | Componenta | ||||
| 32 | Biohit | LapWall | ||||
| 33 | Stora Enso | Metsä Board | ||||
| 34 | Relais Group | Qt | ||||
| 35 | Tulikivi | Panostaja | ||||
| 36 | WithSecure | |||||
| 37 | GRK Infra | |||||
| 38 | Orion | Sampo | ||||
| 39 | Luotea | |||||
| 40 | Lassila & Tikanoja | |||||
| 41 | Raisio | Kone | ||||
| 42 | Taaleri | Lamor | ||||
| 43 | Verkkokauppa.com | Ilkka | ||||
| 44 | Mandatum | QPR Software | ||||
| 45 | Honkarakenne | Alisa Pankki | Betolar | |||
| 46 | Valmet | Consti | ||||
| 47 | Fondia | Enento Group | Administer | |||
| 48 | Oriola | Lemonsoft | ||||
| 49 | United Bankers | Investors House | ||||
| 50 | Orthex | Optomed | ||||
| 51 | Herantis Pharma | |||||
| 52 | Harvia | Marimekko | ||||
| 53 | YIT | Admicom | ||||
| 54 | Kamux | Remedy | ||||
| 55 | Raute | Fodelia | ||||
| 56 | Solwers | Vincit | ||||
| 57 | UPM | Canatu A | ||||
| 58 | Nexstim | Vaisala | ||||
| 59 | LeadDesk | Suominen | ||||
| 60 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||
| 61 | Asuntosalkku | Elisa | ||||
| 62 | Faron Pharmaceuticals | Solar Foods | ||||
| 63 | Kesla | Etteplan | ||||
| 64 | Pihlajalinna | |||||
| 65 | Terveystalo | Nightingale Health | ||||
| 66 | Toivo Group | Revenio Group | ||||
| 67 | Tecnotree | Boreo | KH Group | |||
| 68 | Ponsse | Modulight | ||||
| 69 | Scanfil | NoHo Partners | ||||
| 70 | Nurminen Logistics | Tokmanni Group | ||||
| 71 | Norrhydro | eQ | ||||
| 72 | Sanoma | |||||
| 73 | Witted | Martela | ||||
| 74 | Spinnova | Glaston | ||||
| 75 | Robit | EcoUp | ||||
| 76 | Sunborn International | |||||
| 77 | Gofore | Digital Workforce | ||||
| 78 | Wetteri | |||||
| 79 | Rebl Group Oyj | Talenom | ||||
| 80 | Duell | Netum | ||||
| 81 | Aiforia Technologies | Bioretec | ||||
| 82 | SSH | |||||
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 08.01.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Sotkamo Silver | 0.25 | 0.32 | 28% |
| 2 | 2 | Alexandria Group | 11.20 | 13.78 | 23% |
| 3 | 3 | Endomines | 27.40 | 33.70 | 23% |
| 4 | 4 | Wulff-Yhtiöt | 3.97 | 4.88 | 23% |
| 5 | 5 | Aspo | 7.06 | 8.61 | 22% |
| 6 | 6 | Titanium | 7.62 | 9.22 | 21% |
| 7 | 7 | Arvo Sijoitusosuuskunta | 81.19 | 98.24 | 21% |
| 8 | 8 | Atria | 15.95 | 19.30 | 21% |
| 9 | 9 | Outokumpu | 4.73 | 5.72 | 21% |
| 10 | 10 | Anora | 3.91 | 4.73 | 21% |
| 11 | 11 | Konecranes | 96.15 | 115.38 | 20% |
| 12 | 12 | Exel Composites | 0.54 | 0.65 | 20% |
| 13 | 13 | Kalmar | 42.22 | 50.24 | 19% |
| 14 | 14 | Kreate | 13.30 | 15.83 | 19% |
| 15 | 15 | Tamtron | 6.06 | 7.21 | 19% |
| 16 | 16 | Enersense | 4.00 | 4.72 | 18% |
| 17 | 17 | Keskisuomalainen | 9.46 | 11.16 | 18% |
| 18 | 18 | Oma Säästöpankki | 12.80 | 15.10 | 18% |
| 19 | 19 | Evli | 24.40 | 28.79 | 18% |
| 20 | 20 | Nokia | 5.57 | 6.52 | 17% |
| 21 | 21 | Finnair | 3.27 | 3.83 | 17% |
| 22 | 22 | Metso | 15.36 | 17.97 | 17% |
| 23 | 5 | F-Secure | 1.94 | 2.25 | 16% |
| 24 | 23 | Aktia Bank plc | 12.30 | 14.27 | 16% |
| 25 | 24 | Koskisen | 9.40 | 10.90 | 16% |
| 26 | 25 | Neste | 19.59 | 22.72 | 16% |
| 27 | 27 | Wärtsilä | 31.79 | 36.56 | 15% |
| 28 | 26 | Aspocomp | 5.22 | 6.00 | 15% |
| 29 | 21 | Teleste | 3.90 | 4.48 | 15% |
| 30 | 23 | Nordea Bank | 16.27 | 18.71 | 15% |
| 31 | 28 | Bittium | 32.00 | 36.80 | 15% |
| 32 | 29 | Tietoevry | 18.54 | 21.32 | 15% |
| 33 | 2 | Alma Media | 14.80 | 17.02 | 15% |
| 34 | 30 | Nokian Renkaat | 10.29 | 11.83 | 15% |
| 35 | 31 | Fortum | 18.77 | 21.40 | 14% |
| 36 | 3 | Springvest | 9.56 | 10.90 | 14% |
| 37 | 32 | Biohit | 3.54 | 4.04 | 14% |
| 38 | 34 | Relais Group | 17.20 | 19.44 | 13% |
| 39 | 33 | Stora Enso | 10.56 | 11.93 | 13% |
| 40 | 35 | Tulikivi | 0.51 | 0.57 | 12% |
| 41 | 31 | Componenta | 4.48 | 5.02 | 12% |
| 42 | 36 | WithSecure | 1.71 | 1.92 | 12% |
| 43 | 37 | GRK Infra | 14.93 | 16.57 | 11% |
| 44 | 22 | Tekova | 1.30 | 1.45 | 11% |
| 45 | 38 | Orion | 66.30 | 73.59 | 11% |
| 46 | 26 | CapMan | 1.96 | 2.18 | 11% |
| 47 | 39 | Luotea | 2.73 | 3.01 | 10% |
| 48 | 40 | Lassila & Tikanoja | 7.60 | 8.36 | 10% |
| 49 | 42 | Taaleri | 7.65 | 8.42 | 10% |
| 50 | 41 | Raisio | 2.69 | 2.95 | 10% |
| 51 | 11 | Hiab Oyj | 52.20 | 57.42 | 10% |
| 52 | 44 | Mandatum | 6.99 | 7.69 | 10% |
| 53 | 43 | Verkkokauppa.com | 3.80 | 4.18 | 10% |
| 54 | 41 | Kone | 62.24 | 68.46 | 10% |
| 55 | 45 | Honkarakenne | 2.79 | 3.07 | 10% |
| 56 | 44 | QPR Software | 0.90 | 0.99 | 10% |
| 57 | 46 | Valmet | 28.92 | 31.52 | 9% |
| 58 | 47 | Fondia | 4.87 | 5.26 | 8% |
| 59 | 48 | Oriola | 1.19 | 1.29 | 8% |
| 60 | 49 | United Bankers | 19.10 | 20.63 | 8% |
| 61 | 24 | Kemira | 19.95 | 21.55 | 8% |
| 62 | 20 | Foamit | 0.89 | 0.96 | 8% |
| 63 | 8 | HKFoods | 1.55 | 1.67 | 8% |
| 64 | 6 | Kempower | 15.59 | 16.68 | 7% |
| 65 | 33 | Metsä Board | 3.16 | 3.38 | 7% |
| 66 | 25 | Pallas Air | 0.65 | 0.70 | 7% |
| 67 | 50 | Orthex | 4.88 | 5.22 | 7% |
| 68 | 51 | Herantis Pharma | 2.55 | 2.73 | 7% |
| 69 | 52 | Harvia | 42.80 | 45.80 | 7% |
| 70 | 45 | Alisa Pankki | 0.23 | 0.24 | 6% |
| 71 | 32 | LapWall | 4.01 | 4.25 | 6% |
| 72 | 53 | YIT | 3.13 | 3.29 | 5% |
| 73 | 54 | Kamux | 2.17 | 2.27 | 5% |
| 74 | 54 | Remedy | 15.34 | 15.80 | 3% |
| 75 | 55 | Raute | 14.85 | 15.30 | 3% |
| 76 | 56 | Solwers | 2.30 | 2.35 | 2% |
| 77 | 43 | Ilkka | 3.90 | 3.98 | 2% |
| 78 | 14 | Kesko | 19.41 | 19.80 | 2% |
| 79 | 57 | UPM | 24.41 | 24.90 | 2% |
| 80 | 15 | Incap | 9.96 | 10.06 | 1% |
| 81 | 58 | Nexstim | 13.65 | 13.65 | -0% |
| 82 | 59 | LeadDesk | 7.18 | - | - |
| 83 | 38 | Sampo | 10.00 | 9.90 | -1% |
| 84 | 30 | Detection Technology | 11.00 | 10.89 | -1% |
| 85 | 52 | Marimekko | 12.90 | 12.77 | -1% |
| 86 | 60 | Huhtamäki | 30.10 | 29.80 | -1% |
| 87 | 28 | Viafin Service | 19.75 | 19.55 | -1% |
| 88 | 61 | Asuntosalkku | 82.00 | 80.36 | -2% |
| 89 | 13 | Digia | 6.48 | 6.35 | -2% |
| 90 | 47 | Enento Group | 15.70 | 15.23 | -3% |
| 91 | 62 | Faron Pharmaceuticals | 2.22 | 2.15 | -3% |
| 92 | 60 | Ovaro Kiinteistösijoitus | 3.23 | 3.13 | -3% |
| 93 | 46 | Consti | 10.55 | 10.23 | -3% |
| 94 | 9 | Loihde | 11.70 | 11.23 | -4% |
| 95 | 63 | Kesla | 2.86 | 2.75 | -4% |
| 96 | 64 | Pihlajalinna | 14.75 | 14.16 | -4% |
| 97 | 65 | Terveystalo | 9.83 | 9.44 | -4% |
| 98 | 66 | Toivo Group | 0.95 | 0.90 | -5% |
| 99 | 59 | Suominen | 1.83 | 1.74 | -5% |
| 100 | 67 | Tecnotree | 4.28 | 4.06 | -5% |
| 101 | 68 | Ponsse | 26.20 | 24.89 | -5% |
| 102 | 69 | Scanfil | 10.02 | 9.52 | -5% |
| 103 | 48 | Lemonsoft | 6.44 | 6.05 | -6% |
| 104 | 11 | Apetit | 13.90 | 12.93 | -7% |
| 105 | 70 | Nurminen Logistics | 0.97 | 0.90 | -7% |
| 106 | 57 | Canatu A | 8.86 | 8.24 | -7% |
| 107 | 58 | Vaisala | 44.35 | 40.80 | -8% |
| 108 | 55 | Fodelia | 5.46 | 5.02 | -8% |
| 109 | 7 | Aallon Group | 10.60 | 9.54 | -10% |
| 110 | 71 | Norrhydro | 1.22 | 1.10 | -10% |
| 111 | 19 | Fiskars Group | 12.92 | 11.37 | -12% |
| 112 | 16 | Sitowise | 2.39 | 2.10 | -12% |
| 113 | 72 | Sanoma | 9.64 | 8.48 | -12% |
| 114 | 68 | Modulight | 1.17 | 1.03 | -12% |
| 115 | 67 | Boreo | 14.40 | 12.67 | -12% |
| 116 | 73 | Witted | 1.42 | 1.23 | -13% |
| 117 | 71 | eQ | 10.95 | 9.53 | -13% |
| 118 | 69 | NoHo Partners | 8.20 | 7.13 | -13% |
| 119 | 74 | Spinnova | 0.46 | 0.40 | -14% |
| 120 | 10 | Rapala VMC | 1.25 | 1.07 | -14% |
| 121 | 75 | Robit | 1.06 | 0.91 | -14% |
| 122 | 76 | Sunborn International | 0.34 | 0.29 | -14% |
| 123 | 29 | Siili Solutions | 4.70 | 4.00 | -15% |
| 124 | 66 | Revenio Group | 22.70 | 19.29 | -15% |
| 125 | 74 | Glaston | 1.13 | 0.96 | -15% |
| 126 | 62 | Solar Foods | 5.09 | 4.33 | -15% |
| 127 | 77 | Gofore | 13.60 | 11.42 | -16% |
| 128 | 53 | Admicom | 43.05 | 36.16 | -16% |
| 129 | 63 | Etteplan | 9.26 | 7.69 | -17% |
| 130 | 45 | Betolar | 1.11 | 0.92 | -17% |
| 131 | 50 | Optomed | 3.67 | 3.05 | -17% |
| 132 | 27 | Puuilo | 12.64 | 10.49 | -17% |
| 133 | 78 | Wetteri | 0.18 | 0.15 | -18% |
| 134 | 47 | Administer | 2.34 | 1.92 | -18% |
| 135 | 70 | Tokmanni Group | 7.64 | 6.26 | -18% |
| 136 | 79 | Rebl Group Oyj | 1.05 | 0.85 | -19% |
| 137 | 67 | KH Group | 0.43 | 0.34 | -20% |
| 138 | 16 | Eezy | 0.74 | 0.60 | -20% |
| 139 | 56 | Vincit | 1.26 | 1.01 | -20% |
| 140 | 49 | Investors House | 3.81 | 3.01 | -21% |
| 141 | 4 | Merus Power | 4.39 | 3.47 | -21% |
| 142 | 79 | Talenom | 2.94 | 2.32 | -21% |
| 143 | 80 | Duell | 3.10 | 2.42 | -22% |
| 144 | 61 | Elisa | 36.90 | 28.78 | -22% |
| 145 | 77 | Digital Workforce | 2.63 | 2.03 | -23% |
| 146 | 1 | SRV | 4.49 | 3.46 | -23% |
| 147 | 75 | EcoUp | 1.38 | 1.05 | -24% |
| 148 | 35 | Panostaja | 0.35 | 0.27 | -24% |
| 149 | 34 | Qt | 32.34 | 24.58 | -24% |
| 150 | 42 | Lamor | 1.02 | 0.77 | -25% |
| 151 | 65 | Nightingale Health | 2.00 | 1.48 | -26% |
| 152 | 73 | Martela | 0.71 | 0.51 | -28% |
| 153 | 80 | Netum | 1.11 | 0.80 | -28% |
| 154 | 12 | Solteq | 0.41 | 0.29 | -29% |
| 155 | 81 | Aiforia Technologies | 2.26 | 1.60 | -29% |
| 156 | 81 | Bioretec | 0.61 | 0.43 | -30% |
| 157 | 82 | SSH | 2.75 | 1.92 | -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: