Päivitetty 19.12.2025
| 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 | 34.51% | 19.92% | -14.59 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 501.34 | 1493.91 | 197.98% | 5.81% |
Päivitys 19.12.2025: Ei muutoksia mallisalkun sisältöön.
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||||
| 1 | Atria | HKFoods | ||||||
| 2 | Aktia Bank plc | Nordea Bank | ||||||
| 3 | Aspo | F-Secure | Betolar | |||||
| 4 | Arvo Sijoitusosuuskunta | Aallon Group | ||||||
| 5 | Anora | Rapala VMC | ||||||
| 6 | Taaleri | Lamor | ||||||
| 7 | Wulff-Yhtiöt | Merus Power | ||||||
| 8 | Ovaro Kiinteistösijoitus | Huhtamäki | ||||||
| 9 | Componenta | Fortum | ||||||
| 10 | Keskisuomalainen | |||||||
| 11 | Oma Säästöpankki | |||||||
| 12 | Lassila & Tikanoja | Aspocomp | ||||||
| 13 | Kreate | Kesko | ||||||
| 14 | Raisio | Kone | ||||||
| 15 | Exel Composites | Solteq | ||||||
| 16 | Loihde | Outokumpu | ||||||
| 17 | Nokian Renkaat | Detection Technology | ||||||
| 18 | Koskisen | Viafin Service | Bittium | |||||
| 19 | Relais Group | Qt | ||||||
| 20 | CapMan | Etteplan | Kesla | |||||
| 21 | Teleste | Finnair | ||||||
| 22 | Ilkka | Verkkokauppa.com | Sanoma | |||||
| 23 | Tulikivi | Panostaja | ||||||
| 24 | Kemira | Metso | ||||||
| 25 | Stora Enso | Metsä Board | ||||||
| 26 | UPM | Canatu A | ||||||
| 27 | Tietoevry | Siili Solutions | ||||||
| 28 | Tamtron | Incap | ||||||
| 29 | Mandatum | QPR Software | ||||||
| 30 | Nokia | Foamit | ||||||
| 31 | YIT | Admicom | ||||||
| 32 | Enersense | Alisa Pankki | ||||||
| 33 | Enento Group | Fondia | Administer | |||||
| 34 | Evli | Fiskars Group | ||||||
| 35 | United Bankers | Investors House | ||||||
| 36 | Konecranes | Apetit | Hiab Oyj | |||||
| 37 | Asuntosalkku | Elisa | ||||||
| 38 | Biohit | LapWall | ||||||
| 39 | Sampo | Orion | ||||||
| 40 | Sotkamo Silver | SRV | ||||||
| 41 | Neste | Pallas Air | ||||||
| 42 | Consti | Valmet | ||||||
| 43 | Kalmar | Digia | ||||||
| 44 | Orthex | Optomed | ||||||
| 45 | Kamux | Remedy | ||||||
| 46 | Springvest | Endomines | ||||||
| 47 | Alexandria Group | Alma Media | ||||||
| 48 | Raute | Fodelia | ||||||
| 49 | Scanfil | NoHo Partners | ||||||
| 50 | Wärtsilä | Puuilo | ||||||
| 51 | Titanium | Kempower | ||||||
| 52 | Tekova | |||||||
| 53 | Oriola | Lemonsoft | ||||||
| 54 | Terveystalo | Nightingale Health | ||||||
| 55 | Spinnova | Glaston | ||||||
| 56 | Toivo Group | Revenio Group | ||||||
| 57 | Tecnotree | Honkarakenne | Boreo | KH Group | ||||
| 58 | Sitowise | Eezy | ||||||
| 59 | Pihlajalinna | |||||||
| 60 | Ponsse | Modulight | ||||||
| 61 | Robit | EcoUp | ||||||
| 62 | Witted | Martela | ||||||
| 63 | Harvia | Marimekko | ||||||
| 64 | GRK Infra | |||||||
| 65 | Nexstim | Vaisala | ||||||
| 66 | Nurminen Logistics | Tokmanni Group | ||||||
| 67 | Rebl Group Oyj | Talenom | ||||||
| 68 | Solwers | Vincit | ||||||
| 69 | LeadDesk | Suominen | ||||||
| 70 | WithSecure | |||||||
| 71 | Gofore | Digital Workforce | ||||||
| 72 | eQ | Norrhydro | ||||||
| 73 | Herantis Pharma | |||||||
| 74 | Wetteri | |||||||
| 75 | Duell | Netum | ||||||
| 76 | Sunborn International | |||||||
| 77 | Solar Foods | Faron Pharmaceuticals | ||||||
| 78 | Aiforia Technologies | Bioretec | ||||||
| 79 | SSH | |||||||
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 18.12.2025 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Atria | 14.95 | 18.39 | 23% |
| 2 | 2 | Aktia Bank plc | 11.78 | 14.49 | 23% |
| 3 | 3 | Aspo | 6.60 | 8.05 | 22% |
| 4 | 4 | Arvo Sijoitusosuuskunta | 81.00 | 98.01 | 21% |
| 5 | 6 | Taaleri | 7.60 | 9.12 | 20% |
| 6 | 5 | Anora | 3.65 | 4.38 | 20% |
| 7 | 7 | Wulff-Yhtiöt | 3.74 | 4.49 | 20% |
| 8 | 2 | Nordea Bank | 15.68 | 18.81 | 20% |
| 9 | 8 | Ovaro Kiinteistösijoitus | 3.60 | 4.28 | 19% |
| 10 | 9 | Componenta | 4.45 | 5.21 | 17% |
| 11 | 10 | Keskisuomalainen | 8.82 | 10.32 | 17% |
| 12 | 11 | Oma Säästöpankki | 11.00 | 12.76 | 16% |
| 13 | 12 | Lassila & Tikanoja | 10.40 | 11.96 | 15% |
| 14 | 13 | Kreate | 12.10 | 13.91 | 15% |
| 15 | 14 | Raisio | 2.60 | 3.00 | 15% |
| 16 | 15 | Exel Composites | 0.41 | 0.47 | 15% |
| 17 | 16 | Loihde | 12.05 | 13.86 | 15% |
| 18 | 17 | Nokian Renkaat | 9.16 | 10.53 | 15% |
| 19 | 18 | Koskisen | 8.82 | 10.05 | 14% |
| 20 | 19 | Relais Group | 16.45 | 18.75 | 14% |
| 21 | 20 | CapMan | 1.92 | 2.17 | 13% |
| 22 | 22 | Ilkka | 3.84 | 4.34 | 13% |
| 23 | 21 | Teleste | 3.64 | 4.11 | 13% |
| 24 | 16 | Outokumpu | 4.35 | 4.91 | 13% |
| 25 | 23 | Tulikivi | 0.48 | 0.55 | 13% |
| 26 | 1 | HKFoods | 1.50 | 1.69 | 13% |
| 27 | 25 | Stora Enso | 10.37 | 11.61 | 12% |
| 28 | 24 | Kemira | 19.22 | 21.53 | 12% |
| 29 | 26 | UPM | 24.15 | 27.05 | 12% |
| 30 | 27 | Tietoevry | 18.21 | 20.40 | 12% |
| 31 | 21 | Finnair | 3.09 | 3.43 | 11% |
| 32 | 9 | Fortum | 17.89 | 19.85 | 11% |
| 33 | 28 | Tamtron | 5.62 | 6.24 | 11% |
| 34 | 29 | Mandatum | 6.71 | 7.45 | 11% |
| 35 | 30 | Nokia | 5.43 | 6.03 | 11% |
| 36 | 32 | Enersense | 3.90 | 4.33 | 11% |
| 37 | 31 | YIT | 3.13 | 3.47 | 11% |
| 38 | 33 | Enento Group | 15.28 | 16.81 | 10% |
| 39 | 34 | Evli | 22.40 | 24.64 | 10% |
| 40 | 35 | United Bankers | 19.00 | 20.90 | 10% |
| 41 | 37 | Asuntosalkku | 80.50 | 88.55 | 10% |
| 42 | 36 | Konecranes | 91.10 | 100.21 | 10% |
| 43 | 36 | Apetit | 13.90 | 15.29 | 10% |
| 44 | 39 | Sampo | 10.21 | 11.24 | 10% |
| 45 | 38 | Biohit | 3.60 | 3.92 | 9% |
| 46 | 40 | Sotkamo Silver | 0.13 | 0.15 | 9% |
| 47 | 18 | Viafin Service | 19.80 | 21.58 | 9% |
| 48 | 41 | Neste | 18.42 | 20.08 | 9% |
| 49 | 42 | Consti | 10.40 | 11.34 | 9% |
| 50 | 44 | Orthex | 4.70 | 5.08 | 8% |
| 51 | 43 | Kalmar | 38.74 | 41.84 | 8% |
| 52 | 8 | Huhtamäki | 29.24 | 31.58 | 8% |
| 53 | 17 | Detection Technology | 11.15 | 12.04 | 8% |
| 54 | 13 | Kesko | 19.06 | 20.39 | 7% |
| 55 | 45 | Kamux | 2.05 | 2.19 | 7% |
| 56 | 28 | Incap | 9.87 | 10.56 | 7% |
| 57 | 22 | Verkkokauppa.com | 3.72 | 3.98 | 7% |
| 58 | 46 | Springvest | 7.04 | 7.53 | 7% |
| 59 | 30 | Foamit | 0.84 | 0.90 | 7% |
| 60 | 47 | Alexandria Group | 10.00 | 10.70 | 7% |
| 61 | 48 | Raute | 14.20 | 15.19 | 7% |
| 62 | 32 | Alisa Pankki | 0.23 | 0.25 | 7% |
| 63 | 49 | Scanfil | 10.04 | 10.64 | 6% |
| 64 | 24 | Metso | 14.68 | 15.56 | 6% |
| 65 | 50 | Wärtsilä | 29.55 | 31.03 | 5% |
| 66 | 51 | Titanium | 6.80 | 7.14 | 5% |
| 67 | 43 | Digia | 6.28 | 6.59 | 5% |
| 68 | 5 | Rapala VMC | 1.24 | 1.30 | 5% |
| 69 | 3 | F-Secure | 1.88 | 1.97 | 5% |
| 70 | 12 | Aspocomp | 4.82 | 5.06 | 5% |
| 71 | 52 | Tekova | 1.33 | 1.39 | 4% |
| 72 | 4 | Aallon Group | 10.70 | 11.13 | 4% |
| 73 | 53 | Oriola | 1.10 | 1.14 | 4% |
| 74 | 54 | Terveystalo | 9.42 | 9.70 | 3% |
| 75 | 14 | Kone | 60.14 | 61.94 | 3% |
| 76 | 55 | Spinnova | 0.51 | 0.52 | 3% |
| 77 | 56 | Toivo Group | 0.90 | 0.93 | 3% |
| 78 | 38 | LapWall | 3.82 | 3.93 | 3% |
| 79 | 57 | Tecnotree | 4.22 | 4.35 | 3% |
| 80 | 46 | Endomines | 26.60 | 27.40 | 3% |
| 81 | 58 | Sitowise | 2.42 | 2.47 | 2% |
| 82 | 55 | Glaston | 1.12 | 1.14 | 2% |
| 83 | 59 | Pihlajalinna | 13.90 | 14.18 | 2% |
| 84 | 60 | Ponsse | 25.70 | 25.96 | 1% |
| 85 | 42 | Valmet | 26.80 | 27.07 | 1% |
| 86 | 25 | Metsä Board | 2.95 | 2.98 | 1% |
| 87 | 61 | Robit | 1.05 | 1.06 | 1% |
| 88 | 62 | Witted | 1.44 | 1.45 | 1% |
| 89 | 63 | Harvia | 42.90 | 43.33 | 1% |
| 90 | 33 | Fondia | 4.64 | 4.69 | 1% |
| 91 | 64 | GRK Infra | 14.50 | - | - |
| 92 | 49 | NoHo Partners | 7.96 | - | - |
| 93 | 34 | Fiskars Group | 12.54 | - | - |
| 94 | 63 | Marimekko | 12.72 | 12.72 | -0% |
| 95 | 65 | Nexstim | 14.10 | 13.96 | -1% |
| 96 | 47 | Alma Media | 13.20 | 13.07 | -1% |
| 97 | 33 | Administer | 2.42 | 2.40 | -1% |
| 98 | 18 | Bittium | 23.45 | 23.22 | -1% |
| 99 | 45 | Remedy | 15.78 | 15.46 | -2% |
| 100 | 66 | Nurminen Logistics | 0.93 | 0.91 | -2% |
| 101 | 39 | Orion | 61.30 | 60.07 | -2% |
| 102 | 67 | Rebl Group Oyj | 1.03 | 1.00 | -3% |
| 103 | 65 | Vaisala | 43.35 | 42.05 | -3% |
| 104 | 68 | Solwers | 2.07 | 2.01 | -3% |
| 105 | 69 | LeadDesk | 6.90 | 6.69 | -3% |
| 106 | 57 | Honkarakenne | 2.53 | 2.45 | -3% |
| 107 | 69 | Suominen | 1.72 | 1.65 | -4% |
| 108 | 70 | WithSecure | 1.71 | 1.64 | -4% |
| 109 | 71 | Gofore | 13.54 | 12.86 | -5% |
| 110 | 60 | Modulight | 1.14 | 1.08 | -5% |
| 111 | 48 | Fodelia | 5.30 | 4.98 | -6% |
| 112 | 68 | Vincit | 1.27 | 1.19 | -6% |
| 113 | 58 | Eezy | 0.75 | 0.70 | -6% |
| 114 | 22 | Sanoma | 9.13 | 8.49 | -7% |
| 115 | 27 | Siili Solutions | 4.46 | 4.15 | -7% |
| 116 | 20 | Etteplan | 8.96 | 8.33 | -7% |
| 117 | 36 | Hiab Oyj | 47.70 | 44.36 | -7% |
| 118 | 53 | Lemonsoft | 6.08 | 5.65 | -7% |
| 119 | 57 | Boreo | 13.60 | 12.65 | -7% |
| 120 | 41 | Pallas Air | 0.88 | 0.81 | -8% |
| 121 | 40 | SRV | 4.31 | 3.97 | -8% |
| 122 | 72 | eQ | 10.65 | 9.80 | -8% |
| 123 | 73 | Herantis Pharma | 1.97 | 1.81 | -8% |
| 124 | 23 | Panostaja | 0.36 | 0.33 | -8% |
| 125 | 72 | Norrhydro | 1.16 | 1.06 | -8% |
| 126 | 29 | QPR Software | 0.75 | 0.68 | -9% |
| 127 | 67 | Talenom | 3.02 | 2.74 | -9% |
| 128 | 66 | Tokmanni Group | 7.49 | 6.82 | -9% |
| 129 | 7 | Merus Power | 4.40 | 4.00 | -9% |
| 130 | 57 | KH Group | 0.40 | 0.36 | -9% |
| 131 | 6 | Lamor | 1.01 | 0.92 | -9% |
| 132 | 44 | Optomed | 3.63 | 3.30 | -9% |
| 133 | 74 | Wetteri | 0.17 | 0.15 | -10% |
| 134 | 56 | Revenio Group | 22.00 | 19.80 | -10% |
| 135 | 31 | Admicom | 42.15 | 37.94 | -10% |
| 136 | 26 | Canatu A | 8.20 | 7.38 | -10% |
| 137 | 37 | Elisa | 37.44 | 33.32 | -11% |
| 138 | 35 | Investors House | 3.77 | 3.32 | -12% |
| 139 | 61 | EcoUp | 1.36 | 1.20 | -12% |
| 140 | 50 | Puuilo | 12.42 | 10.93 | -12% |
| 141 | 51 | Kempower | 13.66 | 11.88 | -13% |
| 142 | 71 | Digital Workforce | 2.57 | 2.24 | -13% |
| 143 | 75 | Duell | 3.05 | 2.62 | -14% |
| 144 | 15 | Solteq | 0.42 | 0.36 | -14% |
| 145 | 20 | Kesla | 2.40 | 2.04 | -15% |
| 146 | 54 | Nightingale Health | 2.13 | 1.79 | -16% |
| 147 | 76 | Sunborn International | 0.46 | 0.38 | -17% |
| 148 | 75 | Netum | 1.16 | 0.96 | -17% |
| 149 | 19 | Qt | 31.70 | 25.68 | -19% |
| 150 | 77 | Solar Foods | 4.77 | 3.86 | -19% |
| 151 | 77 | Faron Pharmaceuticals | 1.94 | 1.49 | -23% |
| 152 | 3 | Betolar | 1.04 | 0.80 | -23% |
| 153 | 78 | Aiforia Technologies | 2.26 | 1.74 | -23% |
| 154 | 62 | Martela | 0.75 | 0.58 | -23% |
| 155 | 78 | Bioretec | 0.58 | 0.44 | -24% |
| 156 | 79 | SSH | 2.95 | 2.18 | -26% |
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: