Päivitetty 6.3.2026
| 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 | 4.87% | 1.41% | -3.46 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 538.08 | 1545.05 | 187.14% | 5.55% |
Päivitys 6.3.2026: Ei muutoksia mallisalkun sisältöön.
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.78
| Sektori | Yhtiöt | |||||||
| 1 | Tecnotree | Boreo | ||||||
| 2 | Keskisuomalainen | |||||||
| 3 | Atria | HKFoods | ||||||
| 4 | Kreate | Kesko | ||||||
| 5 | Anora | Aspo | Betolar | F-Secure | ||||
| 6 | KH Group | Solwers | ||||||
| 7 | Fondia | Administer | Enento Group | |||||
| 8 | Arvo Sijoitusosuuskunta | Aallon Group | ||||||
| 9 | Titanium | Kempower | ||||||
| 10 | Sotkamo Silver | SRV | ||||||
| 11 | Aktia Bank plc | Kalmar | ||||||
| 12 | Scanfil | NoHo Partners | ||||||
| 13 | Loihde | Fiskars Group | ||||||
| 14 | Outokumpu | CapMan | ||||||
| 15 | Consti | Raisio | Valmet | |||||
| 16 | Alexandria Group | Nordea Bank | Alma Media | |||||
| 17 | Exel Composites | Enersense | ||||||
| 18 | Oma Säästöpankki | |||||||
| 19 | Springvest | Nightingale Health | ||||||
| 20 | Ilkka | Verkkokauppa.com | ||||||
| 21 | Incap | Tamtron | ||||||
| 22 | Pallas Air | Rebl Group Oyj | ||||||
| 23 | Norrhydro | eQ | ||||||
| 24 | United Bankers | Kemira | ||||||
| 25 | Componenta | Pihlajalinna | ||||||
| 26 | Nokia | Foamit | ||||||
| 27 | Metso | Tekova | ||||||
| 28 | Konecranes | Apetit | Hiab Oyj | |||||
| 29 | Endomines | Raute | Terveystalo | Fodelia | ||||
| 30 | Tietoevry | Panostaja | ||||||
| 31 | Fortum | Relais Group | ||||||
| 32 | Toivo Group | Revenio Group | ||||||
| 33 | UPM | Canatu A | ||||||
| 34 | Elisa | Tulikivi | Asuntosalkku | Aspocomp | ||||
| 35 | Bittium | Koskisen | Viafin Service | |||||
| 36 | Neste | Siili Solutions | ||||||
| 37 | Nokian Renkaat | Detection Technology | ||||||
| 38 | Wärtsilä | Puuilo | ||||||
| 39 | Vaisala | |||||||
| 40 | Stora Enso | Metsä Board | ||||||
| 41 | Wulff-Yhtiöt | Merus Power | ||||||
| 42 | Evli | Herantis Pharma | ||||||
| 43 | WithSecure | |||||||
| 44 | Investors House | |||||||
| 45 | GRK Infra | |||||||
| 46 | Spinnova | Gofore | ||||||
| 47 | Mandatum | Kone | LapWall | |||||
| 48 | Orion | Nexstim | ||||||
| 49 | Tokmanni Group | Nurminen Logistics | ||||||
| 50 | Wetteri | |||||||
| 51 | Teleste | Finnair | ||||||
| 52 | Rapala VMC | Eezy | ||||||
| 53 | Kesla | Etteplan | ||||||
| 54 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||||
| 55 | Lassila & Tikanoja | |||||||
| 56 | Taaleri | Lamor | ||||||
| 57 | Sitowise | Solteq | ||||||
| 58 | Orthex | Optomed | Qt | |||||
| 59 | Vincit | Talenom | ||||||
| 60 | Robit | EcoUp | ||||||
| 61 | Honkarakenne | Alisa Pankki | ||||||
| 62 | Luotea | |||||||
| 63 | Digia | Sanoma | ||||||
| 64 | Easor | |||||||
| 65 | Witted | Martela | ||||||
| 66 | Glaston | Digital Workforce | ||||||
| 67 | Sampo | |||||||
| 68 | Remedy | Kamux | ||||||
| 69 | YIT | Admicom | ||||||
| 70 | Sunborn International | |||||||
| 71 | Harvia | Marimekko | ||||||
| 72 | Modulight | Ponsse | ||||||
| 73 | Oriola | Lemonsoft | ||||||
| 74 | Biohit | QPR Software | ||||||
| 75 | Suominen | LeadDesk | ||||||
| 76 | Solar Foods | Faron Pharmaceuticals | ||||||
| 77 | Netum | Duell | ||||||
| 78 | SSH | |||||||
| 79 | Aiforia Technologies | Bioretec | ||||||
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 05.03.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Tecnotree | 5.59 | 6.88 | 23% |
| 2 | 1 | Boreo | 17.20 | 20.64 | 20% |
| 3 | 2 | Keskisuomalainen | 10.15 | 12.18 | 20% |
| 4 | 3 | Atria | 17.80 | 21.18 | 19% |
| 5 | 4 | Kreate | 13.90 | 16.40 | 18% |
| 6 | 3 | HKFoods | 1.87 | 2.19 | 17% |
| 7 | 6 | KH Group | 0.54 | 0.63 | 17% |
| 8 | 5 | Anora | 4.06 | 4.75 | 17% |
| 9 | 7 | Fondia | 5.52 | 6.46 | 17% |
| 10 | 8 | Arvo Sijoitusosuuskunta | 80.55 | 93.44 | 16% |
| 11 | 9 | Titanium | 7.56 | 8.77 | 16% |
| 12 | 10 | Sotkamo Silver | 0.39 | 0.45 | 16% |
| 13 | 12 | Scanfil | 12.04 | 13.97 | 16% |
| 14 | 11 | Aktia Bank plc | 12.56 | 14.44 | 15% |
| 15 | 13 | Loihde | 12.65 | 14.55 | 15% |
| 16 | 14 | Outokumpu | 5.28 | 6.07 | 15% |
| 17 | 15 | Consti | 11.60 | 13.22 | 14% |
| 18 | 11 | Kalmar | 46.76 | 53.31 | 14% |
| 19 | 16 | Alexandria Group | 11.10 | 12.65 | 14% |
| 20 | 17 | Exel Composites | 0.47 | 0.54 | 14% |
| 21 | 19 | Springvest | 9.34 | 10.55 | 13% |
| 22 | 18 | Oma Säästöpankki | 12.18 | 13.76 | 13% |
| 23 | 20 | Ilkka | 4.26 | 4.77 | 12% |
| 24 | 22 | Pallas Air | 0.61 | 0.68 | 12% |
| 25 | 21 | Incap | 10.38 | 11.63 | 12% |
| 26 | 17 | Enersense | 3.78 | 4.23 | 12% |
| 27 | 23 | Norrhydro | 1.33 | 1.50 | 12% |
| 28 | 24 | United Bankers | 19.70 | 21.87 | 11% |
| 29 | 25 | Componenta | 4.52 | 5.02 | 11% |
| 30 | 26 | Nokia | 6.66 | 7.39 | 11% |
| 31 | 27 | Metso | 16.39 | 18.19 | 11% |
| 32 | 29 | Endomines | 28.15 | 31.25 | 11% |
| 33 | 28 | Konecranes | 93.95 | 103.35 | 10% |
| 34 | 30 | Tietoevry | 18.96 | 20.86 | 10% |
| 35 | 31 | Fortum | 19.53 | 21.48 | 10% |
| 36 | 32 | Toivo Group | 0.98 | 1.08 | 10% |
| 37 | 33 | UPM | 26.40 | 29.04 | 10% |
| 38 | 34 | Elisa | 43.62 | 47.98 | 10% |
| 39 | 35 | Bittium | 26.65 | 29.32 | 10% |
| 40 | 10 | SRV | 5.16 | 5.68 | 10% |
| 41 | 36 | Neste | 24.62 | 27.08 | 10% |
| 42 | 37 | Nokian Renkaat | 10.15 | 11.17 | 10% |
| 43 | 38 | Wärtsilä | 33.56 | 36.92 | 10% |
| 44 | 39 | Vaisala | 48.30 | 52.65 | 9% |
| 45 | 40 | Stora Enso | 10.78 | 11.74 | 9% |
| 46 | 41 | Wulff-Yhtiöt | 3.69 | 4.02 | 9% |
| 47 | 15 | Raisio | 2.75 | 3.00 | 9% |
| 48 | 42 | Evli | 23.70 | 25.83 | 9% |
| 49 | 44 | Investors House | 4.16 | 4.49 | 8% |
| 50 | 43 | WithSecure | 1.72 | 1.86 | 8% |
| 51 | 16 | Nordea Bank | 15.82 | 17.09 | 8% |
| 52 | 45 | GRK Infra | 12.77 | 13.66 | 7% |
| 53 | 5 | Aspo | 6.66 | 7.13 | 7% |
| 54 | 27 | Tekova | 1.29 | 1.38 | 7% |
| 55 | 26 | Foamit | 0.88 | 0.94 | 7% |
| 56 | 34 | Tulikivi | 0.48 | 0.51 | 6% |
| 57 | 35 | Koskisen | 8.90 | 9.35 | 5% |
| 58 | 46 | Spinnova | 0.47 | 0.49 | 5% |
| 59 | 47 | Mandatum | 6.71 | 7.04 | 5% |
| 60 | 48 | Orion | 66.75 | 70.09 | 5% |
| 61 | 4 | Kesko | 20.10 | 20.90 | 4% |
| 62 | 50 | Wetteri | 0.19 | 0.20 | 4% |
| 63 | 49 | Tokmanni Group | 8.22 | 8.55 | 4% |
| 64 | 51 | Teleste | 3.66 | 3.77 | 3% |
| 65 | 51 | Finnair | 2.98 | 3.07 | 3% |
| 66 | 42 | Herantis Pharma | 2.03 | 2.09 | 3% |
| 67 | 20 | Verkkokauppa.com | 3.58 | 3.69 | 3% |
| 68 | 52 | Rapala VMC | 1.24 | 1.26 | 2% |
| 69 | 53 | Kesla | 2.76 | 2.82 | 2% |
| 70 | 54 | Huhtamäki | 30.00 | 30.60 | 2% |
| 71 | 22 | Rebl Group Oyj | 1.09 | 1.11 | 2% |
| 72 | 55 | Lassila & Tikanoja | 7.66 | 7.74 | 1% |
| 73 | 24 | Kemira | 19.45 | 19.64 | 1% |
| 74 | 47 | Kone | 60.14 | 60.74 | 1% |
| 75 | 28 | Apetit | 13.95 | 13.95 | 0% |
| 76 | 46 | Gofore | 13.24 | 13.24 | 0% |
| 77 | 34 | Asuntosalkku | 80.00 | 80.00 | 0% |
| 78 | 47 | LapWall | 3.89 | 3.89 | 0% |
| 79 | 57 | Sitowise | 2.36 | 2.36 | 0% |
| 80 | 56 | Taaleri | 7.22 | 7.15 | -1% |
| 81 | 7 | Administer | 2.40 | 2.38 | -1% |
| 82 | 54 | Ovaro Kiinteistösijoitus | 3.15 | 3.12 | -1% |
| 83 | 56 | Lamor | 1.10 | 1.09 | -1% |
| 84 | 29 | Raute | 14.20 | 14.06 | -1% |
| 85 | 37 | Detection Technology | 10.70 | 10.49 | -2% |
| 86 | 58 | Orthex | 4.66 | 4.57 | -2% |
| 87 | 13 | Fiskars Group | 12.84 | 12.58 | -2% |
| 88 | 7 | Enento Group | 14.68 | 14.39 | -2% |
| 89 | 16 | Alma Media | 13.35 | 12.95 | -3% |
| 90 | 29 | Terveystalo | 9.35 | 9.07 | -3% |
| 91 | 59 | Vincit | 1.30 | 1.25 | -4% |
| 92 | 14 | CapMan | 1.82 | 1.73 | -5% |
| 93 | 31 | Relais Group | 15.65 | 14.87 | -5% |
| 94 | 35 | Viafin Service | 18.80 | 17.86 | -5% |
| 95 | 60 | Robit | 1.07 | 1.01 | -6% |
| 96 | 61 | Honkarakenne | 2.53 | 2.38 | -6% |
| 97 | 62 | Luotea | 2.42 | 2.27 | -6% |
| 98 | 5 | Betolar | 1.12 | 1.04 | -7% |
| 99 | 15 | Valmet | 27.00 | 25.11 | -7% |
| 100 | 21 | Tamtron | 5.36 | 4.98 | -7% |
| 101 | 41 | Merus Power | 4.32 | 4.02 | -7% |
| 102 | 40 | Metsä Board | 2.88 | 2.65 | -8% |
| 103 | 63 | Digia | 6.02 | 5.54 | -8% |
| 104 | 64 | Easor | 0.70 | 0.64 | -8% |
| 105 | 12 | NoHo Partners | 7.80 | 7.10 | -9% |
| 106 | 65 | Witted | 1.36 | 1.24 | -9% |
| 107 | 23 | eQ | 10.60 | 9.54 | -10% |
| 108 | 49 | Nurminen Logistics | 0.89 | 0.80 | -10% |
| 109 | 66 | Glaston | 1.08 | 0.98 | -10% |
| 110 | 67 | Sampo | 9.14 | 8.22 | -10% |
| 111 | 30 | Panostaja | 0.35 | 0.32 | -10% |
| 112 | 28 | Hiab Oyj | 46.24 | 41.15 | -11% |
| 113 | 6 | Solwers | 2.13 | 1.90 | -11% |
| 114 | 8 | Aallon Group | 9.58 | 8.43 | -12% |
| 115 | 68 | Remedy | 13.66 | 11.88 | -13% |
| 116 | 25 | Pihlajalinna | 13.05 | 11.35 | -13% |
| 117 | 38 | Puuilo | 11.92 | 10.37 | -13% |
| 118 | 70 | Sunborn International | 0.19 | 0.16 | -13% |
| 119 | 69 | YIT | 2.72 | 2.34 | -14% |
| 120 | 71 | Harvia | 36.90 | 31.73 | -14% |
| 121 | 5 | F-Secure | 1.61 | 1.37 | -15% |
| 122 | 72 | Modulight | 1.07 | 0.91 | -15% |
| 123 | 63 | Sanoma | 8.86 | 7.53 | -15% |
| 124 | 53 | Etteplan | 8.40 | 7.06 | -16% |
| 125 | 34 | Aspocomp | 4.58 | 3.85 | -16% |
| 126 | 9 | Kempower | 12.79 | 10.62 | -17% |
| 127 | 73 | Oriola | 1.03 | 0.85 | -17% |
| 128 | 72 | Ponsse | 23.60 | 19.59 | -17% |
| 129 | 29 | Fodelia | 4.62 | 3.83 | -17% |
| 130 | 71 | Marimekko | 10.88 | 8.92 | -18% |
| 131 | 66 | Digital Workforce | 2.43 | 1.97 | -19% |
| 132 | 74 | Biohit | 2.50 | 2.03 | -19% |
| 133 | 75 | Suominen | 1.47 | 1.19 | -19% |
| 134 | 33 | Canatu A | 7.76 | 6.29 | -19% |
| 135 | 48 | Nexstim | 9.04 | 7.14 | -21% |
| 136 | 36 | Siili Solutions | 3.77 | 2.98 | -21% |
| 137 | 61 | Alisa Pankki | 0.17 | 0.13 | -21% |
| 138 | 65 | Martela | 0.67 | 0.53 | -21% |
| 139 | 57 | Solteq | 0.38 | 0.30 | -22% |
| 140 | 32 | Revenio Group | 18.24 | 14.23 | -22% |
| 141 | 74 | QPR Software | 0.56 | 0.44 | -22% |
| 142 | 68 | Kamux | 1.71 | 1.33 | -22% |
| 143 | 76 | Solar Foods | 4.11 | 3.16 | -23% |
| 144 | 73 | Lemonsoft | 4.70 | 3.57 | -24% |
| 145 | 75 | LeadDesk | 5.52 | 4.20 | -24% |
| 146 | 77 | Netum | 1.02 | 0.78 | -24% |
| 147 | 77 | Duell | 2.50 | 1.90 | -24% |
| 148 | 60 | EcoUp | 1.17 | 0.89 | -24% |
| 149 | 59 | Talenom | 1.50 | 1.12 | -25% |
| 150 | 69 | Admicom | 32.40 | 24.30 | -25% |
| 151 | 58 | Optomed | 2.65 | 1.99 | -25% |
| 152 | 52 | Eezy | 0.56 | 0.41 | -26% |
| 153 | 58 | Qt | 19.78 | 14.44 | -27% |
| 154 | 78 | SSH | 2.28 | 1.66 | -27% |
| 155 | 79 | Aiforia Technologies | 1.82 | 1.31 | -28% |
| 156 | 19 | Nightingale Health | 1.45 | 1.04 | -28% |
| 157 | 76 | Faron Pharmaceuticals | 0.60 | 0.43 | -28% |
| 158 | 79 | Bioretec | 0.27 | 0.19 | -29% |
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: