Päivitetty 3.10.2025
| 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 vuoden alusta | 20.64% | 13.59% | -7.04 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 449.63 | 1415.05 | 214.72% | 6.18% |
Päivitys 3.10.2025: Alma Media myyty, Aspo ja vanhojen positioiden tasausostoja tilalle.
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||||||
| 1 | Consti | Valmet | ||||||||
| 2 | Raute | Fodelia | ||||||||
| 3 | Nurminen Logistics | Tokmanni Group | ||||||||
| 4 | Wulff-Yhtiöt | Ilkka | Merus Power | |||||||
| 5 | Aspo | F-Secure | Solar Foods | Betolar | ||||||
| 6 | Digia | Kalmar | ||||||||
| 7 | Atria | HKFoods | ||||||||
| 8 | Aallon Group | Arvo Sijoitusosuuskunta | ||||||||
| 9 | Orthex | Optomed | ||||||||
| 10 | Glaston | Spinnova | ||||||||
| 11 | Taaleri | UPM | ||||||||
| 12 | Aktia Bank plc | Kesla | ||||||||
| 13 | NoHo Partners | Scanfil | ||||||||
| 14 | Siili Solutions | Tietoevry | ||||||||
| 15 | Tekova | |||||||||
| 16 | Keskisuomalainen | Relais Group | ||||||||
| 17 | Kreate | Kesko | ||||||||
| 18 | Pihlajalinna | |||||||||
| 19 | Koskisen | Viafin Service | Bittium | |||||||
| 20 | Tecnotree | KH Group | ||||||||
| 21 | Ovaro Kiinteistösijoitus | |||||||||
| 22 | Anora | Rapala VMC | ||||||||
| 23 | Toivo Group | Revenio Group | ||||||||
| 24 | Apetit | Konecranes | Hiab Oyj | |||||||
| 25 | Lassila & Tikanoja | Aspocomp | ||||||||
| 26 | CapMan | Etteplan | ||||||||
| 27 | Nordea Bank | Alexandria Group | ||||||||
| 28 | Tamtron | LapWall | ||||||||
| 29 | Terveystalo | Nightingale Health | ||||||||
| 30 | Fondia | Administer | ||||||||
| 31 | Huhtamäki | |||||||||
| 32 | Kemira | Metso | ||||||||
| 33 | Titanium | Kempower | ||||||||
| 34 | United Bankers | Investors House | ||||||||
| 35 | Detection Technology | Robit | Nokian Renkaat | |||||||
| 36 | GRK Infra | |||||||||
| 37 | Incap | EcoUp | ||||||||
| 38 | Boreo | Honkarakenne | ||||||||
| 39 | Enento Group | Faron Pharmaceuticals | ||||||||
| 40 | Raisio | Kone | ||||||||
| 41 | Oma Säästöpankki | |||||||||
| 42 | Evli | Fiskars Group | ||||||||
| 43 | Componenta | |||||||||
| 44 | Loihde | Outokumpu | ||||||||
| 45 | Teleste | Finnair | ||||||||
| 46 | Duell | Netum | ||||||||
| 47 | Kamux | Remedy | ||||||||
| 48 | Gofore | Digital Workforce | ||||||||
| 49 | Biohit | Alma Media | ||||||||
| 50 | Tulikivi | Panostaja | ||||||||
| 51 | Sanoma | Verkkokauppa.com | ||||||||
| 52 | Nokia | Partnera | ||||||||
| 53 | Ponsse | Modulight | ||||||||
| 54 | Talenom | Lamor | ||||||||
| 55 | Fortum | Admicom | YIT | |||||||
| 56 | Exel Composites | Solteq | ||||||||
| 57 | Sampo | Orion | ||||||||
| 58 | Sotkamo Silver | SRV | ||||||||
| 59 | Elisa | Asuntosalkku | ||||||||
| 60 | Marimekko | Harvia | ||||||||
| 61 | Solwers | Vincit | ||||||||
| 62 | Enersense | Eezy | Rebl Group Oyj | Sitowise | Alisa Pankki | |||||
| 63 | eQ | Norrhydro | ||||||||
| 64 | Mandatum | QPR Software | ||||||||
| 65 | Oriola | Lemonsoft | WithSecure | |||||||
| 66 | Witted | Martela | ||||||||
| 67 | Puuilo | Wärtsilä | ||||||||
| 68 | Vaisala | Nexstim | ||||||||
| 69 | Endomines | Springvest | ||||||||
| 70 | LeadDesk | Suominen | ||||||||
| 71 | Stora Enso | Metsä Board | ||||||||
| 72 | Qt | Canatu A | ||||||||
| 73 | Wetteri | |||||||||
| 74 | Neste | Pallas Air | ||||||||
| 75 | Sunborn International | |||||||||
| 76 | Herantis Pharma | |||||||||
| 77 | Aiforia Technologies | Bioretec | ||||||||
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 02.10.2025 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Consti | 10.30 | 13.91 | 35% |
| 2 | 2 | Raute | 14.05 | 18.69 | 33% |
| 3 | 3 | Nurminen Logistics | 1.04 | 1.37 | 32% |
| 4 | 4 | Wulff-Yhtiöt | 2.88 | 3.80 | 32% |
| 5 | 5 | Aspo | 5.92 | 7.76 | 31% |
| 6 | 6 | Digia | 6.42 | 8.35 | 30% |
| 7 | 7 | Atria | 12.90 | 16.77 | 30% |
| 8 | 9 | Orthex | 4.54 | 5.86 | 29% |
| 9 | 8 | Aallon Group | 10.90 | 14.06 | 29% |
| 10 | 11 | Taaleri | 6.97 | 8.99 | 29% |
| 11 | 10 | Glaston | 1.12 | 1.43 | 28% |
| 12 | 12 | Aktia Bank plc | 9.94 | 12.72 | 28% |
| 13 | 13 | NoHo Partners | 9.18 | 11.75 | 28% |
| 14 | 14 | Siili Solutions | 4.86 | 6.22 | 28% |
| 15 | 15 | Tekova | 1.49 | 1.89 | 27% |
| 16 | 17 | Kreate | 10.20 | 12.95 | 27% |
| 17 | 16 | Keskisuomalainen | 7.80 | 9.91 | 27% |
| 18 | 18 | Pihlajalinna | 15.85 | 20.13 | 27% |
| 19 | 20 | Tecnotree | 4.58 | 5.81 | 27% |
| 20 | 19 | Koskisen | 8.90 | 11.21 | 26% |
| 21 | 21 | Ovaro Kiinteistösijoitus | 3.16 | 3.98 | 26% |
| 22 | 22 | Anora | 3.04 | 3.83 | 26% |
| 23 | 23 | Toivo Group | 0.97 | 1.22 | 26% |
| 24 | 24 | Apetit | 13.80 | 17.25 | 25% |
| 25 | 25 | Lassila & Tikanoja | 10.30 | 12.88 | 25% |
| 26 | 8 | Arvo Sijoitusosuuskunta | 70.05 | 87.56 | 25% |
| 27 | 26 | CapMan | 1.82 | 2.26 | 24% |
| 28 | 27 | Nordea Bank | 13.86 | 17.19 | 24% |
| 29 | 19 | Viafin Service | 20.00 | 24.80 | 24% |
| 30 | 29 | Terveystalo | 10.08 | 12.40 | 23% |
| 31 | 28 | Tamtron | 5.44 | 6.69 | 23% |
| 32 | 5 | F-Secure | 1.68 | 2.07 | 23% |
| 33 | 30 | Fondia | 4.31 | 5.30 | 23% |
| 34 | 26 | Etteplan | 10.10 | 12.42 | 23% |
| 35 | 31 | Huhtamäki | 29.46 | 35.94 | 22% |
| 36 | 33 | Titanium | 6.32 | 7.71 | 22% |
| 37 | 32 | Kemira | 19.23 | 23.46 | 22% |
| 38 | 27 | Alexandria Group | 10.55 | 12.87 | 22% |
| 39 | 16 | Relais Group | 16.25 | 19.66 | 21% |
| 40 | 34 | United Bankers | 18.70 | 22.63 | 21% |
| 41 | 3 | Tokmanni Group | 9.02 | 10.82 | 20% |
| 42 | 35 | Detection Technology | 9.78 | 11.74 | 20% |
| 43 | 36 | GRK Infra | 13.46 | 16.15 | 20% |
| 44 | 37 | Incap | 10.00 | 11.90 | 19% |
| 45 | 13 | Scanfil | 10.48 | 12.47 | 19% |
| 46 | 14 | Tietoevry | 15.52 | 18.47 | 19% |
| 47 | 38 | Boreo | 16.70 | 19.87 | 19% |
| 48 | 40 | Raisio | 2.49 | 2.96 | 19% |
| 49 | 39 | Enento Group | 15.12 | 17.99 | 19% |
| 50 | 41 | Oma Säästöpankki | 11.34 | 13.38 | 18% |
| 51 | 28 | LapWall | 3.90 | 4.60 | 18% |
| 52 | 24 | Konecranes | 70.60 | 83.31 | 18% |
| 53 | 42 | Evli | 19.55 | 23.07 | 18% |
| 54 | 1 | Valmet | 28.42 | 33.54 | 18% |
| 55 | 43 | Componenta | 4.10 | 4.84 | 18% |
| 56 | 7 | HKFoods | 1.50 | 1.77 | 18% |
| 57 | 6 | Kalmar | 34.54 | 40.41 | 17% |
| 58 | 25 | Aspocomp | 5.02 | 5.87 | 17% |
| 59 | 30 | Administer | 2.60 | 3.04 | 17% |
| 60 | 44 | Loihde | 11.60 | 13.57 | 17% |
| 61 | 45 | Teleste | 3.97 | 4.64 | 17% |
| 62 | 46 | Duell | 4.11 | 4.77 | 16% |
| 63 | 35 | Robit | 1.16 | 1.35 | 16% |
| 64 | 47 | Kamux | 2.04 | 2.37 | 16% |
| 65 | 17 | Kesko | 18.01 | 20.89 | 16% |
| 66 | 48 | Gofore | 14.44 | 16.61 | 15% |
| 67 | 48 | Digital Workforce | 3.39 | 3.90 | 15% |
| 68 | 50 | Tulikivi | 0.45 | 0.52 | 15% |
| 69 | 49 | Biohit | 2.88 | 3.31 | 15% |
| 70 | 4 | Ilkka | 3.79 | 4.32 | 14% |
| 71 | 51 | Sanoma | 10.82 | 12.33 | 14% |
| 72 | 52 | Nokia | 4.13 | 4.71 | 14% |
| 73 | 53 | Ponsse | 27.90 | 31.81 | 14% |
| 74 | 11 | UPM | 23.51 | 26.57 | 13% |
| 75 | 54 | Talenom | 3.56 | 4.03 | 13% |
| 76 | 56 | Exel Composites | 0.38 | 0.43 | 13% |
| 77 | 55 | Fortum | 16.15 | 18.25 | 13% |
| 78 | 57 | Sampo | 9.59 | 10.84 | 13% |
| 79 | 45 | Finnair | 2.95 | 3.30 | 12% |
| 80 | 32 | Metso | 11.87 | 13.29 | 12% |
| 81 | 58 | Sotkamo Silver | 0.10 | 0.11 | 11% |
| 82 | 2 | Fodelia | 5.50 | 6.11 | 11% |
| 83 | 59 | Elisa | 44.26 | 49.13 | 11% |
| 84 | 49 | Alma Media | 14.35 | 15.93 | 11% |
| 85 | 60 | Marimekko | 12.58 | 13.96 | 11% |
| 86 | 42 | Fiskars Group | 12.48 | 13.85 | 11% |
| 87 | 61 | Solwers | 2.21 | 2.45 | 11% |
| 88 | 61 | Vincit | 1.45 | 1.59 | 10% |
| 89 | 62 | Enersense | 4.02 | 4.42 | 10% |
| 90 | 51 | Verkkokauppa.com | 3.65 | 4.02 | 10% |
| 91 | 63 | eQ | 12.25 | 13.35 | 9% |
| 92 | 64 | Mandatum | 5.73 | 6.25 | 9% |
| 93 | 65 | Oriola | 1.16 | 1.27 | 9% |
| 94 | 66 | Witted | 1.50 | 1.64 | 9% |
| 95 | 57 | Orion | 65.60 | 71.50 | 9% |
| 96 | 34 | Investors House | 3.90 | 4.21 | 8% |
| 97 | 67 | Puuilo | 14.40 | 15.55 | 8% |
| 98 | 68 | Vaisala | 44.85 | 48.44 | 8% |
| 99 | 69 | Endomines | 26.10 | 28.19 | 8% |
| 100 | 65 | Lemonsoft | 7.00 | 7.49 | 7% |
| 101 | 38 | Honkarakenne | 2.45 | 2.62 | 7% |
| 102 | 23 | Revenio Group | 23.15 | 24.77 | 7% |
| 103 | 24 | Hiab Oyj | 49.64 | 53.11 | 7% |
| 104 | 59 | Asuntosalkku | 81.00 | 85.86 | 6% |
| 105 | 55 | Admicom | 49.25 | 52.21 | 6% |
| 106 | 60 | Harvia | 35.20 | 37.31 | 6% |
| 107 | 54 | Lamor | 1.24 | 1.31 | 6% |
| 108 | 58 | SRV | 5.16 | 5.47 | 6% |
| 109 | 69 | Springvest | 7.10 | 7.46 | 5% |
| 110 | 62 | Eezy | 0.80 | 0.84 | 5% |
| 111 | 70 | LeadDesk | 6.74 | 7.08 | 5% |
| 112 | 71 | Stora Enso | 9.46 | 9.93 | 5% |
| 113 | 68 | Nexstim | 13.20 | 13.86 | 5% |
| 114 | 72 | Qt | 46.74 | 49.08 | 5% |
| 115 | 46 | Netum | 1.37 | 1.44 | 5% |
| 116 | 35 | Nokian Renkaat | 7.86 | 8.17 | 4% |
| 117 | 20 | KH Group | 0.44 | 0.46 | 4% |
| 118 | 67 | Wärtsilä | 25.15 | 26.16 | 4% |
| 119 | 71 | Metsä Board | 3.03 | 3.15 | 4% |
| 120 | 44 | Outokumpu | 4.20 | 4.32 | 3% |
| 121 | 73 | Wetteri | 0.21 | 0.21 | 3% |
| 122 | 40 | Kone | 57.62 | 59.35 | 3% |
| 123 | 50 | Panostaja | 0.39 | 0.40 | 3% |
| 124 | 52 | Partnera | 0.78 | 0.80 | 2% |
| 125 | 56 | Solteq | 0.58 | 0.59 | 2% |
| 126 | 22 | Rapala VMC | 1.21 | 1.22 | 1% |
| 127 | 66 | Martela | 0.96 | 0.97 | 1% |
| 128 | 63 | Norrhydro | 1.24 | - | - |
| 129 | 12 | Kesla | 3.00 | - | - |
| 130 | 62 | Rebl Group Oyj | 1.06 | 1.05 | -1% |
| 131 | 19 | Bittium | 14.68 | 14.53 | -1% |
| 132 | 37 | EcoUp | 1.61 | 1.58 | -2% |
| 133 | 74 | Neste | 16.30 | 15.98 | -2% |
| 134 | 62 | Sitowise | 2.46 | 2.39 | -3% |
| 135 | 55 | YIT | 2.93 | 2.85 | -3% |
| 136 | 70 | Suominen | 1.89 | 1.81 | -4% |
| 137 | 62 | Alisa Pankki | 0.18 | 0.17 | -4% |
| 138 | 4 | Merus Power | 4.80 | 4.56 | -5% |
| 139 | 47 | Remedy | 15.00 | 14.10 | -6% |
| 140 | 53 | Modulight | 1.23 | 1.15 | -6% |
| 141 | 9 | Optomed | 3.74 | 3.40 | -9% |
| 142 | 10 | Spinnova | 0.60 | 0.55 | -9% |
| 143 | 75 | Sunborn International | 0.30 | 0.27 | -9% |
| 144 | 76 | Herantis Pharma | 1.96 | 1.76 | -10% |
| 145 | 33 | Kempower | 14.90 | 13.41 | -10% |
| 146 | 72 | Canatu A | 8.52 | 7.58 | -11% |
| 147 | 39 | Faron Pharmaceuticals | 2.15 | 1.91 | -11% |
| 148 | 74 | Pallas Air | 0.68 | 0.61 | -11% |
| 149 | 29 | Nightingale Health | 2.38 | 2.09 | -12% |
| 150 | 65 | WithSecure | 1.70 | 1.49 | -12% |
| 151 | 77 | Aiforia Technologies | 2.81 | 2.44 | -13% |
| 152 | 5 | Solar Foods | 5.48 | 4.77 | -13% |
| 153 | 77 | Bioretec | 1.53 | 1.33 | -13% |
| 154 | 64 | QPR Software | 0.60 | 0.52 | -14% |
| 155 | 5 | Betolar | 1.25 | 1.06 | -15% |
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: