Roth- Case Paper

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FINANCE 301
DR. SHELDON NOVACK
CASE STUDY

ROTH FINANCIAL ADVISORS PART #1 INTRODUCTION Roth Financial, founded nearly 10 years ago, is a financial services firm which has a diverse base of clients. The founder of this start-up firm, Hugo Roth, developed a reputation for himself and also his associates by the way the financial firm conducts business. As the firm grew, so did the firm’s reputation for honesty and fair dealing. Hugo Roth established a reputation for training and helping his new associates establish themselves in the financial industry. Steve Johnson was a financial advisor in training for Roth Financial Advisors and was willing to take extra measures in order to learn more about financial services. His most …show more content…
Risk can be defined two ways: It could be the chance of loss on a single investment or it could be in measured in conjunction with an investor’s portfolio. Unsystematic risks are fluctuations of stock’s return that are due to company or industry specific news are independent risk. Systematic risks are fluctuations of a stock’s return that are due to market wide news represent common risk. In portfolio management, standalone risk measures the undiversified risk of an individual asset. So, for example, by investing just in Microsoft stock, you would subject your portfolio to standalone risk (standard deviation of returns) of a single company and industry sector. Portfolio risk is the diversified risk of a whole portfolio of assets. So, if your investment portfolio held 50% large company stocks, 25% international company stocks, 15% small cap stocks and 10% bonds, your portfolio would have an expected risk (standard deviation of returns) to it vs. a different portfolio that had a different makeup of investments.

The general idea behind CAPM is that investors need to be compensated in two ways: time value of money and risk. The time value of money is represented by the risk-free (rf) rate in the formula and compensates the investors for placing money in any investment over a period of time. The other half of the formula represents risk and calculates the amount of compensation the
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