Päivitetty 10.4.2026
| 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 | 9.88% | 1.44% | -8.44 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 563.77 | 1545.45 | 174.13% | 5.27% |
Päivitys 10.4.2026: Aspo myyty, Vaisala ja vanhojen positioiden tasausostoja tilalle.
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||||
| 1 | Consti | Raisio | Loihde | Valmet | ||||
| 2 | Keskisuomalainen | CapMan | ||||||
| 3 | Raute | Fodelia | ||||||
| 4 | Orthex | Qt | ||||||
| 5 | Elisa | Asuntosalkku | ||||||
| 6 | Vaisala | |||||||
| 7 | GRK Infra | |||||||
| 8 | Puuilo | Wärtsilä | ||||||
| 9 | Scanfil | NoHo Partners | ||||||
| 10 | Viafin Service | Koskisen | Bittium | |||||
| 11 | Orion | Nexstim | ||||||
| 12 | Arvo Sijoitusosuuskunta | Aallon Group | ||||||
| 13 | Fondia | Aiforia Technologies | Bioretec | |||||
| 14 | Atria | HKFoods | ||||||
| 15 | Componenta | Kreate | ||||||
| 16 | Mandatum | Fortum | ||||||
| 17 | Tekova | |||||||
| 18 | Nordea Bank | Aktia Bank plc | ||||||
| 19 | Kesko | Ilkka | Digia | |||||
| 20 | LapWall | Kone | ||||||
| 21 | Sampo | |||||||
| 22 | Kemira | United Bankers | ||||||
| 23 | UPM | |||||||
| 24 | Kalmar | Alma Media | Alexandria Group | |||||
| 25 | Taaleri | SSH | ||||||
| 26 | Anora | F-Secure | Aspo | Betolar | ||||
| 27 | Evli | Metso | Investors House | |||||
| 28 | Apetit | Konecranes | Hiab Oyj | |||||
| 29 | Verkkokauppa.com | Sanoma | ||||||
| 30 | Incap | Tamtron | ||||||
| 31 | Oma Säästöpankki | |||||||
| 32 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||||
| 33 | Toivo Group | Revenio Group | ||||||
| 34 | Terveystalo | Endomines | ||||||
| 35 | Gofore | Spinnova | ||||||
| 36 | Lassila & Tikanoja | |||||||
| 37 | Enento Group | Administer | ||||||
| 38 | Nurminen Logistics | Tokmanni Group | ||||||
| 39 | SRV | Relais Group | Sotkamo Silver | |||||
| 40 | eQ | Norrhydro | ||||||
| 41 | Fiskars Group | Optomed | ||||||
| 42 | Titanium | Kempower | ||||||
| 43 | Exel Composites | Enersense | ||||||
| 44 | KH Group | Solwers | ||||||
| 45 | Tecnotree | Boreo | ||||||
| 46 | Teleste | Finnair | ||||||
| 47 | Nokian Renkaat | Herantis Pharma | ||||||
| 48 | Luotea | |||||||
| 49 | Foamit | Nokia | ||||||
| 50 | Wetteri | |||||||
| 51 | Outokumpu | |||||||
| 52 | Neste | Siili Solutions | ||||||
| 53 | Aspocomp | Tulikivi | Alisa Pankki | |||||
| 54 | Tietoevry | Panostaja | ||||||
| 55 | YIT | Admicom | ||||||
| 56 | Stora Enso | Metsä Board | ||||||
| 57 | Rebl Group Oyj | Pallas Air | ||||||
| 58 | Wulff-Yhtiöt | Oriola | ||||||
| 59 | Detection Technology | Digital Workforce | ||||||
| 60 | Lemonsoft | Merus Power | ||||||
| 61 | Ponsse | Modulight | ||||||
| 62 | Marimekko | Harvia | ||||||
| 63 | Etteplan | Kesla | ||||||
| 64 | Witted | Martela | ||||||
| 65 | Biohit | QPR Software | ||||||
| 66 | Pihlajalinna | |||||||
| 67 | Glaston | Canatu A | ||||||
| 68 | Netum | Duell | ||||||
| 69 | Springvest | Nightingale Health | ||||||
| 70 | Vincit | Talenom | ||||||
| 71 | Robit | EcoUp | ||||||
| 72 | Kamux | Remedy | ||||||
| 73 | Sitowise | Solteq | ||||||
| 74 | Solar Foods | Faron Pharmaceuticals | ||||||
| 75 | Rapala VMC | Honkarakenne | Eezy | |||||
| 76 | Easor | |||||||
| 77 | Lamor | |||||||
| 78 | Sunborn International | |||||||
| 79 | LeadDesk | Suominen | ||||||
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 09.04.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Consti | 11.95 | 14.34 | 20% |
| 2 | 2 | Keskisuomalainen | 10.45 | 12.33 | 18% |
| 3 | 3 | Raute | 15.00 | 17.70 | 18% |
| 4 | 4 | Orthex | 4.88 | 5.71 | 17% |
| 5 | 6 | Vaisala | 46.80 | 54.76 | 17% |
| 6 | 5 | Elisa | 42.38 | 49.16 | 16% |
| 7 | 8 | Puuilo | 13.10 | 15.20 | 16% |
| 8 | 7 | GRK Infra | 12.82 | 14.87 | 16% |
| 9 | 9 | Scanfil | 11.72 | 13.48 | 15% |
| 10 | 10 | Viafin Service | 19.50 | 22.42 | 15% |
| 11 | 11 | Orion | 72.25 | 82.37 | 14% |
| 12 | 12 | Arvo Sijoitusosuuskunta | 89.00 | 101.46 | 14% |
| 13 | 14 | Atria | 17.80 | 20.29 | 14% |
| 14 | 13 | Fondia | 5.18 | 5.91 | 14% |
| 15 | 1 | Raisio | 2.74 | 3.10 | 13% |
| 16 | 15 | Componenta | 4.49 | 5.07 | 13% |
| 17 | 16 | Mandatum | 7.35 | 8.31 | 13% |
| 18 | 17 | Tekova | 1.34 | 1.51 | 13% |
| 19 | 10 | Koskisen | 9.32 | 10.44 | 12% |
| 20 | 18 | Nordea Bank | 15.48 | 17.34 | 12% |
| 21 | 19 | Kesko | 19.89 | 22.08 | 11% |
| 22 | 18 | Aktia Bank plc | 12.18 | 13.52 | 11% |
| 23 | 20 | LapWall | 3.92 | 4.31 | 10% |
| 24 | 21 | Sampo | 9.38 | 10.32 | 10% |
| 25 | 22 | Kemira | 19.88 | 21.87 | 10% |
| 26 | 23 | UPM | 26.84 | 29.52 | 10% |
| 27 | 24 | Kalmar | 47.52 | 52.27 | 10% |
| 28 | 25 | Taaleri | 7.29 | 7.95 | 9% |
| 29 | 26 | Anora | 4.09 | 4.46 | 9% |
| 30 | 27 | Evli | 23.30 | 25.40 | 9% |
| 31 | 22 | United Bankers | 18.10 | 19.55 | 8% |
| 32 | 20 | Kone | 57.26 | 61.84 | 8% |
| 33 | 14 | HKFoods | 1.87 | 2.02 | 8% |
| 34 | 1 | Loihde | 13.55 | 14.50 | 7% |
| 35 | 28 | Apetit | 14.35 | 15.35 | 7% |
| 36 | 29 | Verkkokauppa.com | 3.42 | 3.65 | 7% |
| 37 | 30 | Incap | 9.72 | 10.40 | 7% |
| 38 | 16 | Fortum | 22.03 | 23.57 | 7% |
| 39 | 27 | Metso | 15.97 | 17.09 | 7% |
| 40 | 31 | Oma Säästöpankki | 12.46 | 13.33 | 7% |
| 41 | 8 | Wärtsilä | 34.88 | 36.97 | 6% |
| 42 | 24 | Alma Media | 13.95 | 14.79 | 6% |
| 43 | 19 | Ilkka | 4.41 | 4.67 | 6% |
| 44 | 33 | Toivo Group | 0.97 | 1.01 | 5% |
| 45 | 32 | Huhtamäki | 28.70 | 30.14 | 5% |
| 46 | 24 | Alexandria Group | 10.05 | 10.55 | 5% |
| 47 | 26 | F-Secure | 1.67 | 1.73 | 4% |
| 48 | 34 | Terveystalo | 8.72 | 9.07 | 4% |
| 49 | 35 | Gofore | 13.52 | 14.06 | 4% |
| 50 | 15 | Kreate | 16.55 | 17.21 | 4% |
| 51 | 36 | Lassila & Tikanoja | 7.58 | 7.88 | 4% |
| 52 | 28 | Konecranes | 30.58 | 31.50 | 3% |
| 53 | 9 | NoHo Partners | 7.56 | 7.79 | 3% |
| 54 | 37 | Enento Group | 14.04 | 14.46 | 3% |
| 55 | 29 | Sanoma | 9.06 | 9.33 | 3% |
| 56 | 38 | Nurminen Logistics | 0.86 | 0.88 | 3% |
| 57 | 30 | Tamtron | 5.55 | 5.72 | 3% |
| 58 | 39 | SRV | 5.24 | 5.34 | 2% |
| 59 | 2 | CapMan | 1.74 | 1.78 | 2% |
| 60 | 26 | Aspo | 6.54 | 6.67 | 2% |
| 61 | 40 | eQ | 10.05 | 10.15 | 1% |
| 62 | 27 | Investors House | 4.44 | 4.48 | 1% |
| 63 | 41 | Fiskars Group | 12.50 | 12.62 | 1% |
| 64 | 34 | Endomines | 28.20 | 28.48 | 1% |
| 65 | 42 | Titanium | 6.92 | 6.92 | 0% |
| 66 | 43 | Exel Composites | 7.72 | 7.72 | 0% |
| 67 | 44 | KH Group | 0.54 | 0.54 | 0% |
| 68 | 45 | Tecnotree | 5.44 | 5.39 | -1% |
| 69 | 33 | Revenio Group | 19.12 | 18.93 | -1% |
| 70 | 46 | Teleste | 3.48 | 3.45 | -1% |
| 71 | 1 | Valmet | 25.60 | 25.34 | -1% |
| 72 | 3 | Fodelia | 4.73 | 4.68 | -1% |
| 73 | 47 | Nokian Renkaat | 9.52 | 9.42 | -1% |
| 74 | 12 | Aallon Group | 9.10 | 9.01 | -1% |
| 75 | 43 | Enersense | 3.51 | 3.44 | -2% |
| 76 | 10 | Bittium | 39.25 | 38.46 | -2% |
| 77 | 37 | Administer | 2.38 | 2.33 | -2% |
| 78 | 28 | Hiab Oyj | 46.00 | 45.08 | -2% |
| 79 | 32 | Ovaro Kiinteistösijoitus | 3.08 | 3.02 | -2% |
| 80 | 19 | Digia | 5.62 | 5.51 | -2% |
| 81 | 48 | Luotea | 2.56 | 2.48 | -3% |
| 82 | 49 | Foamit | 0.87 | 0.84 | -3% |
| 83 | 50 | Wetteri | 0.19 | 0.18 | -3% |
| 84 | 38 | Tokmanni Group | 7.37 | 7.14 | -3% |
| 85 | 51 | Outokumpu | 5.06 | 4.91 | -3% |
| 86 | 5 | Asuntosalkku | 77.00 | 74.69 | -3% |
| 87 | 52 | Neste | 26.11 | 25.33 | -3% |
| 88 | 53 | Aspocomp | 4.79 | 4.65 | -3% |
| 89 | 54 | Tietoevry | 18.07 | 17.35 | -4% |
| 90 | 55 | YIT | 2.80 | 2.69 | -4% |
| 91 | 56 | Stora Enso | 10.10 | 9.70 | -4% |
| 92 | 57 | Rebl Group Oyj | 1.14 | 1.09 | -4% |
| 93 | 58 | Wulff-Yhtiöt | 3.31 | 3.18 | -4% |
| 94 | 49 | Nokia | 8.06 | 7.65 | -5% |
| 95 | 59 | Detection Technology | 9.36 | 8.89 | -5% |
| 96 | 39 | Relais Group | 14.30 | 13.59 | -5% |
| 97 | 57 | Pallas Air | 0.78 | 0.74 | -5% |
| 98 | 45 | Boreo | 16.50 | 15.67 | -5% |
| 99 | 61 | Ponsse | 23.40 | 22.23 | -5% |
| 100 | 60 | Lemonsoft | 4.85 | 4.61 | -5% |
| 101 | 39 | Sotkamo Silver | 0.35 | 0.33 | -6% |
| 102 | 53 | Tulikivi | 0.56 | 0.53 | -6% |
| 103 | 62 | Marimekko | 10.52 | 9.78 | -7% |
| 104 | 46 | Finnair | 3.02 | 2.80 | -7% |
| 105 | 63 | Etteplan | 7.88 | 7.33 | -7% |
| 106 | 64 | Witted | 1.34 | 1.25 | -7% |
| 107 | 65 | Biohit | 2.26 | 2.10 | -7% |
| 108 | 62 | Harvia | 34.15 | 31.42 | -8% |
| 109 | 66 | Pihlajalinna | 12.00 | 11.04 | -8% |
| 110 | 67 | Glaston | 0.98 | 0.90 | -8% |
| 111 | 40 | Norrhydro | 1.25 | 1.15 | -8% |
| 112 | 68 | Netum | 1.10 | 1.00 | -9% |
| 113 | 69 | Springvest | 8.50 | 7.74 | -9% |
| 114 | 70 | Vincit | 1.20 | 1.09 | -9% |
| 115 | 42 | Kempower | 14.04 | 12.78 | -9% |
| 116 | 58 | Oriola | 0.97 | 0.88 | -9% |
| 117 | 71 | Robit | 0.96 | 0.87 | -9% |
| 118 | 59 | Digital Workforce | 2.37 | 2.13 | -10% |
| 119 | 56 | Metsä Board | 2.97 | 2.68 | -10% |
| 120 | 72 | Kamux | 1.75 | 1.58 | -10% |
| 121 | 73 | Sitowise | 2.35 | 2.12 | -10% |
| 122 | 52 | Siili Solutions | 3.49 | 3.11 | -11% |
| 123 | 60 | Merus Power | 4.10 | 3.65 | -11% |
| 124 | 26 | Betolar | 1.17 | 1.03 | -12% |
| 125 | 55 | Admicom | 28.75 | 25.30 | -12% |
| 126 | 63 | Kesla | 3.86 | 3.40 | -12% |
| 127 | 44 | Solwers | 1.99 | 1.75 | -12% |
| 128 | 61 | Modulight | 1.05 | 0.92 | -12% |
| 129 | 74 | Solar Foods | 4.83 | 4.20 | -13% |
| 130 | 72 | Remedy | 12.68 | 10.90 | -14% |
| 131 | 75 | Rapala VMC | 1.01 | 0.87 | -14% |
| 132 | 11 | Nexstim | 9.03 | 7.77 | -14% |
| 133 | 35 | Spinnova | 0.47 | 0.41 | -14% |
| 134 | 76 | Easor | 0.66 | 0.56 | -15% |
| 135 | 75 | Honkarakenne | 2.43 | 2.07 | -15% |
| 136 | 70 | Talenom | 1.32 | 1.13 | -15% |
| 137 | 4 | Qt | 18.70 | 15.33 | -18% |
| 138 | 77 | Lamor | 1.02 | 0.84 | -18% |
| 139 | 73 | Solteq | 0.35 | 0.29 | -18% |
| 140 | 67 | Canatu A | 7.38 | 5.98 | -19% |
| 141 | 47 | Herantis Pharma | 1.69 | 1.35 | -20% |
| 142 | 54 | Panostaja | 0.29 | 0.24 | -20% |
| 143 | 64 | Martela | 0.50 | 0.40 | -21% |
| 144 | 78 | Sunborn International | 0.12 | 0.10 | -21% |
| 145 | 53 | Alisa Pankki | 0.15 | 0.12 | -22% |
| 146 | 71 | EcoUp | 0.92 | 0.72 | -22% |
| 147 | 79 | Suominen | 1.17 | 0.90 | -23% |
| 148 | 79 | LeadDesk | 3.99 | 3.07 | -23% |
| 149 | 41 | Optomed | 2.32 | 1.76 | -24% |
| 150 | 13 | Aiforia Technologies | 1.74 | 1.30 | -25% |
| 151 | 65 | QPR Software | 0.55 | 0.40 | -26% |
| 152 | 25 | SSH | 2.08 | 1.54 | -26% |
| 153 | 74 | Faron Pharmaceuticals | 0.53 | 0.39 | -26% |
| 154 | 69 | Nightingale Health | 1.30 | 0.94 | -28% |
| 155 | 68 | Duell | 1.26 | 0.91 | -28% |
| 156 | 75 | Eezy | 0.14 | 0.10 | -28% |
| 157 | 13 | Bioretec | 0.04 | 0.02 | -31% |
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: