Päivitetty 20.3.2026
| 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 | 5.71% | -4.03% | -9.74 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 542.38 | 1462.11 | 169.57% | 5.20% |
Päivitys 20.3.2026: Ei muutoksia mallisalkun sisältöön.
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.78
| Sektori | Yhtiöt | |||||||
| 1 | Fondia | Aiforia Technologies | Bioretec | |||||
| 2 | Arvo Sijoitusosuuskunta | Aallon Group | ||||||
| 3 | Keskisuomalainen | Outokumpu | CapMan | |||||
| 4 | Consti | Raisio | Valmet | |||||
| 5 | United Bankers | Kemira | ||||||
| 6 | Scanfil | NoHo Partners | ||||||
| 7 | Atria | HKFoods | ||||||
| 8 | Kreate | Ilkka | Kesko | |||||
| 9 | Componenta | Pihlajalinna | ||||||
| 10 | Aktia Bank plc | Nordea Bank | Kalmar | |||||
| 11 | Titanium | Kempower | ||||||
| 12 | Elisa | Asuntosalkku | Tulikivi | Aspocomp | ||||
| 13 | Raute | Endomines | ||||||
| 14 | Loihde | Fiskars Group | ||||||
| 15 | Orion | Nexstim | ||||||
| 16 | Fortum | Terveystalo | Relais Group | Fodelia | ||||
| 17 | Anora | Aspo | F-Secure | Betolar | ||||
| 18 | Tecnotree | Boreo | ||||||
| 19 | Mandatum | Digia | ||||||
| 20 | Vaisala | |||||||
| 21 | GRK Infra | |||||||
| 22 | Investors House | SSH | ||||||
| 23 | Toivo Group | Revenio Group | ||||||
| 24 | Apetit | Konecranes | Hiab Oyj | |||||
| 25 | Wärtsilä | Puuilo | ||||||
| 26 | KH Group | Solwers | ||||||
| 27 | Exel Composites | Enersense | ||||||
| 28 | Oma Säästöpankki | |||||||
| 29 | UPM | |||||||
| 30 | Taaleri | |||||||
| 31 | Teleste | Finnair | ||||||
| 32 | Koskisen | Bittium | Viafin Service | |||||
| 33 | Nokia | Foamit | ||||||
| 34 | Lamor | |||||||
| 35 | Tekova | Metso | Evli | |||||
| 36 | Tietoevry | Panostaja | ||||||
| 37 | Enento Group | Administer | ||||||
| 38 | Neste | Siili Solutions | ||||||
| 39 | LapWall | Kone | ||||||
| 40 | Springvest | Nightingale Health | ||||||
| 41 | Incap | Tamtron | ||||||
| 42 | Ovaro Kiinteistösijoitus | Huhtamäki | ||||||
| 43 | Sotkamo Silver | SRV | ||||||
| 44 | Sitowise | Solteq | ||||||
| 45 | WithSecure | |||||||
| 46 | Sampo | |||||||
| 47 | Pallas Air | Rebl Group Oyj | ||||||
| 48 | Sanoma | Verkkokauppa.com | ||||||
| 49 | Nokian Renkaat | Detection Technology | ||||||
| 50 | Orthex | Optomed | Qt | |||||
| 51 | Alexandria Group | Alma Media | ||||||
| 52 | Lassila & Tikanoja | |||||||
| 53 | Gofore | Spinnova | ||||||
| 54 | eQ | Norrhydro | ||||||
| 55 | Merus Power | Wulff-Yhtiöt | ||||||
| 56 | Kesla | Etteplan | ||||||
| 57 | Wetteri | |||||||
| 58 | Luotea | |||||||
| 59 | Witted | Martela | ||||||
| 60 | Vincit | Talenom | ||||||
| 61 | Stora Enso | Metsä Board | ||||||
| 62 | Netum | Duell | ||||||
| 63 | Honkarakenne | Alisa Pankki | ||||||
| 64 | Robit | EcoUp | ||||||
| 65 | Herantis Pharma | |||||||
| 66 | Tokmanni Group | Nurminen Logistics | ||||||
| 67 | Glaston | Canatu A | Digital Workforce | |||||
| 68 | Easor | |||||||
| 69 | Modulight | Ponsse | ||||||
| 70 | Oriola | Lemonsoft | ||||||
| 71 | Harvia | Marimekko | ||||||
| 72 | Sunborn International | |||||||
| 73 | YIT | Admicom | ||||||
| 74 | Biohit | QPR Software | ||||||
| 75 | Kamux | Remedy | ||||||
| 76 | Solar Foods | Faron Pharmaceuticals | ||||||
| 77 | Rapala VMC | Eezy | ||||||
| 78 | LeadDesk | Suominen | ||||||
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 19.03.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Fondia | 5.94 | 7.13 | 20% |
| 2 | 3 | Keskisuomalainen | 9.92 | 11.90 | 20% |
| 3 | 2 | Arvo Sijoitusosuuskunta | 84.00 | 99.96 | 19% |
| 4 | 4 | Consti | 11.50 | 13.68 | 19% |
| 5 | 5 | United Bankers | 19.65 | 23.19 | 18% |
| 6 | 6 | Scanfil | 11.82 | 13.95 | 18% |
| 7 | 8 | Kreate | 12.80 | 14.98 | 17% |
| 8 | 7 | Atria | 17.15 | 20.07 | 17% |
| 9 | 9 | Componenta | 4.40 | 5.10 | 16% |
| 10 | 10 | Aktia Bank plc | 12.56 | 14.57 | 16% |
| 11 | 11 | Titanium | 7.72 | 8.88 | 15% |
| 12 | 12 | Elisa | 43.12 | 49.59 | 15% |
| 13 | 14 | Loihde | 12.70 | 14.60 | 15% |
| 14 | 13 | Raute | 14.50 | 16.53 | 14% |
| 15 | 7 | HKFoods | 1.75 | 2.00 | 14% |
| 16 | 10 | Nordea Bank | 15.62 | 17.65 | 13% |
| 17 | 15 | Orion | 69.80 | 78.87 | 13% |
| 18 | 16 | Fortum | 22.05 | 24.92 | 13% |
| 19 | 4 | Raisio | 2.64 | 2.96 | 12% |
| 20 | 17 | Anora | 3.87 | 4.33 | 12% |
| 21 | 19 | Mandatum | 6.76 | 7.57 | 12% |
| 22 | 18 | Tecnotree | 5.53 | 6.19 | 12% |
| 23 | 20 | Vaisala | 45.40 | 50.85 | 12% |
| 24 | 21 | GRK Infra | 13.31 | 14.77 | 11% |
| 25 | 8 | Ilkka | 4.14 | 4.60 | 11% |
| 26 | 22 | Investors House | 4.14 | 4.60 | 11% |
| 27 | 23 | Toivo Group | 0.96 | 1.07 | 11% |
| 28 | 10 | Kalmar | 42.62 | 47.31 | 11% |
| 29 | 25 | Wärtsilä | 32.11 | 35.64 | 11% |
| 30 | 24 | Apetit | 14.00 | 15.54 | 11% |
| 31 | 26 | KH Group | 0.55 | 0.60 | 10% |
| 32 | 28 | Oma Säästöpankki | 11.92 | 13.11 | 10% |
| 33 | 27 | Exel Composites | 0.52 | 0.57 | 10% |
| 34 | 29 | UPM | 25.11 | 27.62 | 10% |
| 35 | 30 | Taaleri | 7.19 | 7.91 | 10% |
| 36 | 17 | Aspo | 6.62 | 7.28 | 10% |
| 37 | 31 | Teleste | 3.60 | 3.92 | 9% |
| 38 | 32 | Koskisen | 8.70 | 9.48 | 9% |
| 39 | 8 | Kesko | 19.37 | 20.92 | 8% |
| 40 | 18 | Boreo | 16.30 | 17.60 | 8% |
| 41 | 24 | Konecranes | 87.70 | 94.72 | 8% |
| 42 | 17 | F-Secure | 1.71 | 1.84 | 8% |
| 43 | 32 | Bittium | 34.55 | 37.31 | 8% |
| 44 | 33 | Nokia | 7.10 | 7.60 | 7% |
| 45 | 34 | Lamor | 1.24 | 1.33 | 7% |
| 46 | 35 | Tekova | 1.24 | 1.33 | 7% |
| 47 | 36 | Tietoevry | 18.35 | 19.63 | 7% |
| 48 | 37 | Enento Group | 14.48 | 15.49 | 7% |
| 49 | 38 | Neste | 29.70 | 31.78 | 7% |
| 50 | 27 | Enersense | 3.59 | 3.84 | 7% |
| 51 | 40 | Springvest | 9.26 | 9.91 | 7% |
| 52 | 39 | LapWall | 3.84 | 4.11 | 7% |
| 53 | 41 | Incap | 9.63 | 10.21 | 6% |
| 54 | 42 | Ovaro Kiinteistösijoitus | 3.15 | 3.34 | 6% |
| 55 | 13 | Endomines | 26.95 | 28.57 | 6% |
| 56 | 43 | Sotkamo Silver | 0.31 | 0.33 | 6% |
| 57 | 16 | Terveystalo | 9.26 | 9.82 | 6% |
| 58 | 44 | Sitowise | 2.49 | 2.64 | 6% |
| 59 | 43 | SRV | 4.86 | 5.15 | 6% |
| 60 | 46 | Sampo | 9.30 | 9.86 | 6% |
| 61 | 45 | WithSecure | 1.72 | 1.80 | 5% |
| 62 | 47 | Pallas Air | 0.66 | 0.69 | 5% |
| 63 | 3 | Outokumpu | 4.53 | 4.76 | 5% |
| 64 | 48 | Sanoma | 9.26 | 9.72 | 5% |
| 65 | 35 | Metso | 14.27 | 14.98 | 5% |
| 66 | 19 | Digia | 6.08 | 6.38 | 5% |
| 67 | 35 | Evli | 21.60 | 22.68 | 5% |
| 68 | 49 | Nokian Renkaat | 9.20 | 9.56 | 4% |
| 69 | 50 | Orthex | 4.55 | 4.73 | 4% |
| 70 | 51 | Alexandria Group | 10.10 | 10.50 | 4% |
| 71 | 12 | Tulikivi | 0.48 | 0.49 | 3% |
| 72 | 12 | Asuntosalkku | 78.00 | 80.34 | 3% |
| 73 | 32 | Viafin Service | 18.50 | 19.05 | 3% |
| 74 | 3 | CapMan | 1.79 | 1.84 | 3% |
| 75 | 52 | Lassila & Tikanoja | 7.63 | 7.78 | 2% |
| 76 | 5 | Kemira | 18.79 | 19.17 | 2% |
| 77 | 53 | Gofore | 12.90 | 13.16 | 2% |
| 78 | 54 | eQ | 10.50 | 10.71 | 2% |
| 79 | 55 | Merus Power | 4.36 | 4.40 | 1% |
| 80 | 33 | Foamit | 0.82 | 0.82 | 0% |
| 81 | 56 | Kesla | 2.70 | 2.70 | 0% |
| 82 | 47 | Rebl Group Oyj | 1.03 | 1.03 | -0% |
| 83 | 41 | Tamtron | 5.28 | 5.23 | -1% |
| 84 | 31 | Finnair | 2.87 | 2.81 | -2% |
| 85 | 57 | Wetteri | 0.18 | 0.17 | -2% |
| 86 | 14 | Fiskars Group | 12.30 | 12.05 | -2% |
| 87 | 49 | Detection Technology | 10.20 | 9.89 | -3% |
| 88 | 48 | Verkkokauppa.com | 3.34 | 3.24 | -3% |
| 89 | 58 | Luotea | 2.40 | 2.33 | -3% |
| 90 | 59 | Witted | 1.34 | 1.29 | -4% |
| 91 | 55 | Wulff-Yhtiöt | 3.36 | 3.19 | -5% |
| 92 | 25 | Puuilo | 11.80 | 11.21 | -5% |
| 93 | 51 | Alma Media | 12.80 | 12.16 | -5% |
| 94 | 60 | Vincit | 1.25 | 1.18 | -5% |
| 95 | 26 | Solwers | 2.09 | 1.96 | -6% |
| 96 | 16 | Relais Group | 14.80 | 13.91 | -6% |
| 97 | 37 | Administer | 2.28 | 2.12 | -7% |
| 98 | 61 | Stora Enso | 9.67 | 8.99 | -7% |
| 99 | 39 | Kone | 54.78 | 50.95 | -7% |
| 100 | 54 | Norrhydro | 1.20 | 1.10 | -8% |
| 101 | 62 | Netum | 1.10 | 1.01 | -8% |
| 102 | 11 | Kempower | 13.18 | 12.13 | -8% |
| 103 | 63 | Honkarakenne | 2.46 | 2.26 | -8% |
| 104 | 64 | Robit | 1.00 | 0.92 | -8% |
| 105 | 65 | Herantis Pharma | 1.87 | 1.72 | -8% |
| 106 | 42 | Huhtamäki | 27.52 | 25.04 | -9% |
| 107 | 9 | Pihlajalinna | 12.80 | 11.65 | -9% |
| 108 | 6 | NoHo Partners | 7.36 | 6.70 | -9% |
| 109 | 12 | Aspocomp | 4.53 | 4.08 | -10% |
| 110 | 4 | Valmet | 25.25 | 22.73 | -10% |
| 111 | 66 | Tokmanni Group | 7.05 | 6.35 | -10% |
| 112 | 68 | Easor | 0.61 | 0.54 | -11% |
| 113 | 67 | Glaston | 1.02 | 0.90 | -12% |
| 114 | 69 | Modulight | 1.05 | 0.92 | -12% |
| 115 | 2 | Aallon Group | 9.06 | 7.97 | -12% |
| 116 | 70 | Oriola | 1.02 | 0.89 | -12% |
| 117 | 66 | Nurminen Logistics | 0.82 | 0.71 | -13% |
| 118 | 69 | Ponsse | 23.30 | 20.27 | -13% |
| 119 | 53 | Spinnova | 0.42 | 0.36 | -13% |
| 120 | 56 | Etteplan | 8.26 | 7.19 | -13% |
| 121 | 71 | Harvia | 35.30 | 30.71 | -13% |
| 122 | 17 | Betolar | 1.05 | 0.90 | -14% |
| 123 | 24 | Hiab Oyj | 41.92 | 36.05 | -14% |
| 124 | 72 | Sunborn International | 0.16 | 0.14 | -14% |
| 125 | 61 | Metsä Board | 2.71 | 2.31 | -15% |
| 126 | 73 | YIT | 2.58 | 2.19 | -15% |
| 127 | 70 | Lemonsoft | 4.94 | 4.20 | -15% |
| 128 | 44 | Solteq | 0.40 | 0.33 | -16% |
| 129 | 16 | Fodelia | 4.39 | 3.69 | -16% |
| 130 | 23 | Revenio Group | 18.00 | 15.12 | -16% |
| 131 | 75 | Kamux | 1.72 | 1.45 | -16% |
| 132 | 74 | Biohit | 2.37 | 1.97 | -17% |
| 133 | 67 | Canatu A | 7.66 | 6.28 | -18% |
| 134 | 38 | Siili Solutions | 3.74 | 3.07 | -18% |
| 135 | 76 | Solar Foods | 4.32 | 3.54 | -18% |
| 136 | 75 | Remedy | 12.48 | 10.23 | -18% |
| 137 | 71 | Marimekko | 10.24 | 8.40 | -18% |
| 138 | 67 | Digital Workforce | 2.25 | 1.82 | -19% |
| 139 | 15 | Nexstim | 8.66 | 7.01 | -19% |
| 140 | 77 | Rapala VMC | 0.99 | 0.80 | -20% |
| 141 | 73 | Admicom | 30.75 | 24.60 | -20% |
| 142 | 36 | Panostaja | 0.29 | 0.23 | -22% |
| 143 | 74 | QPR Software | 0.55 | 0.42 | -23% |
| 144 | 60 | Talenom | 1.34 | 1.04 | -23% |
| 145 | 63 | Alisa Pankki | 0.16 | 0.12 | -23% |
| 146 | 78 | LeadDesk | 5.06 | 3.85 | -24% |
| 147 | 64 | EcoUp | 1.07 | 0.81 | -24% |
| 148 | 77 | Eezy | 0.53 | 0.40 | -25% |
| 149 | 50 | Optomed | 2.46 | 1.85 | -25% |
| 150 | 59 | Martela | 0.56 | 0.42 | -26% |
| 151 | 50 | Qt | 19.03 | 14.08 | -26% |
| 152 | 78 | Suominen | 1.23 | 0.90 | -27% |
| 153 | 62 | Duell | 2.21 | 1.61 | -27% |
| 154 | 22 | SSH | 2.11 | 1.52 | -28% |
| 155 | 1 | Aiforia Technologies | 1.73 | 1.24 | -28% |
| 156 | 40 | Nightingale Health | 1.36 | 0.97 | -29% |
| 157 | 76 | Faron Pharmaceuticals | 0.51 | 0.36 | -29% |
| 158 | 1 | 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: