BAFI 1014 Case Study: Investment in NAB and Bank of Queensland

This assignment analyzes investment opportunities in the shares of National Australia Bank (NAB) and Bank of Queensland (BOQ). It compares their stock performance, volatility, and financial strengths, considering them as potential investments. The analysis highlights NAB's stabilized growth and lower volatility, making it suitable for risk-averse investors. Conversely, BOQ's higher volatility, stemming from investments in projects and startups, presents a riskier profile. The document also references the stock price movements of both companies over a ten-year period and uses the case study of a couple, Zhang and Amanda Wei, to illustrate practical application of financial analysis. This assignment aims to provide a comparative analysis of the two banks to aid in making informed investment decisions, covering aspects of financial planning, portfolio management and the effect of taxation on financial planning.