This assignment aims to create a hypothetical investment portfolio that minimizes risks and maximizes returns. The portfolio will consist of 70% debt securities, 20% bonds, and 10% equity shares. To evaluate the expected rate of return from Boeing shares, the capital asset pricing model (CAPM) was used, which determined an expected rate of return of 14.8%. The dividend growth model was also applied to determine the intrinsic value of the stock. However, this model has limitations due to unrealistic assumptions. The investment portfolio is exposed to various risks such as allocation risk, political risk, business risk, call risk, and dividend risk. To mitigate these risks, a well-diversified portfolio that matches the risk and return profile should be selected.