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Item 21 - City's Investment Report AGENDA REPORT SUMMARY -- ~, INITIATED BY: Honorable Mayor and Members of the City Council James L. Bowersox, City Mana~ Marjorie K. Wahlsten, City Clerk Peggy A. Stewart, Director of Administrative Servic~Q) Christine Tsung, Finance Manager c;N"J :'j~1' T(): FROM: DATE: October 26, 1993 SUBJECT: City's Investment Report ABSTRACT Monthly reports of investments are required to be presented to Council. For your information, attached is an investment portfolio listing as of September 30, 1993. - ENVIRONMENTAL REVIEW Environmental review is not required for this agenda item according to CEQA guidelines. FISCAL IMPACT , The investment portfolio earned $286,664.85 interest during September 1993. ADDITIONAL PUBLIC NOTIFICATION AND CORRESPONDENCE None RECOMMENDATION It is recommended that the City Council accept and file the attached report. ACTION - L . 1 of 7 OCT261993 ITEM 21 AGENDA REPORT CITY OF POW A Y This report is included on the Consent Calendar. There wHl be no separate discussion of the report prior to approval by the City Council unless members of the Council, staff or public request it to be removed from the Consent Calendar and discussed separately. If you wish to have this report pulled for discussion, please fill out a slip indicating the report number and give it to the City Clerk prior to the beginning of the City Council meeting. TO: Honorable Mayor and Members of the City Council FROM: James L. Bowersox, City Man~ INITIATED BY: Marjorie K. Wahlsten, City Clerk Peggy A. Stewart, Director of Administrative Services Christine Tsung, Finance Manager cnf0 DATE: October 26, 1993 SUBJECT: Citv's Investment Reoort BACKGROUND Government Code Sec. 53646(b) requires the treasurer or chief fiscal officers to make a monthly report that includes the type of investment, institution, date of maturity, amount of deposit, current market value of all maturities that exceed 12 months, and interest rate. FINDINGS The book value of the investment portfolio as of September 30, 1993 was $56,407,243. This portfolio consisted of Time Certificates of Deposits (TCDs) which totaled $1,875,000, Government National Mortgage Association Certificates (GNMAs) which were booked at $1,423,615, a U.S. Treasury Note purchased for $497,969, Federal Home Loan Mortgage Corporation Certificates which were booked at $213,158, Federal Agency issues of $500,000, medium-term Corporate Notes which were booked at $5,884,301, U.S. Government Securities which are booked at $2,449,529, deposits at the Local Agency Investment Fund (LAIF) of $2,992,197, and $40,571,474 invested through the San Diego County Investment Pool. The TCDs are at 10 different financial institutions throughout the state. The certificates are placed in $100,000 increments with the amounts in excess of the first $100,000 collateralized as outlined by state law using either mortgages or federal government securities. The funds on deposit at LAIF and the San Diego County Investment Pool earn variable interest rates. The interest rate for the month ending September 1993 was 4.334% for LAIF and 5.60% for the County Investment Pool. ACTION: 2 of 7 OCT 2 61993 ITEM 21 ' . Agenda Report October 26, 1993 Page 2 ENVIRONMENTAL REVIEW Environmental review is not required for this agenda item according to CEQA guidelines. FISCAL IMPACT The investment portfolio earned $286,664.85 interest during September 1993. ADDITIONAL PUBLIC NOTIFICATION AND CORRESPONDENCE None RECOMMENDATION It is recommended that the City Council accept and file the attached reports. JLB:MKW:PAS:CT:eg Attachments: Investment Report (Including the new computer report which lists all the investments for the City. It is summarized by type of investment and lists market value and maturity dates for all investments including those with maturity dates in excess of 12 months.) c:\ WPFILESl \INVEST.RPT 3 of 7 OCT 26 1993 ITEM 21' . CITY OF POWAY PORTFOLIO MASTER SUMMARY SEPTEMBER 3D, 1993 PM- POWA 10/06/1993 INVESTMENTS PERtENT OF AVERAGE BOOK VALUE PORTFOLIO TERM AVERAGE DAYS TO MA TUR I TY --.YIELD TO MATURITY... 360 365 EQUIVALENT EQUIVALENT Locsl Agency Invsstment Funds................S 43,563,670.74 77.23 1 1 5.437 5.513 Certificates of Deposit......................S 1,875,000.00 3.32 1,614 1,106 6.584 6.675 Mortgage Backed Securities...................S 1,636,m.76 2.90 10,481 8,098 8.168 8.281 Treasury Securities - Coupon.................S 497,968.75 0.88 1,785 685 8.484 8.602 Medhlll Term Notes............................S 5,884,301.35 10.43 1,531 481 8.518 8.636 Federsl Agency Issues - Coupon...............S 500,000.00 0.89 1,808 924 7.890 8.000 Miscellaneous Securities - Coupon............S 2,449,529.20 4.34 991 350 6.747 6.841 ------------------------------.----------------------------------------- TOTAL INVESTMENTS sod AVERAGES...............S 56,407,242.80 100.00% 593 3S2 5.982% 6.065% ==~..........==.==========.=..==...=.==========.===..=c=========......== CASH Passbook/Checking Accounts...................$ (not included in yield calculations) Accrued Interest at Purchase.................S 0.00 0.000 0.000 106,878.11 TOTAL CASH...................................S 106,878.11 =..................=..............=======.............=====---.........= TOTAL CASH snd INVESTMENTS...................S 56,514,120.91 .................................====.====.=.......===========........== - --------.", " .~_/ ~. -....-' \...:.:~.z'"r?lf PEGGY STEWART CHRISTINE TSUNG <9 imJ11l1 The City shall invest in only those investments authorized by the State of California under Government Code Sections 53601.1, 53602 and 53635. Investments shall be made using the prudent man theory with consideration given to the following items in o~r of priority: 1. Safety: 2. Liquidity: 3. Yield. /1'"') ._ ~$ - (?? DATE 4 of 7 OCT 2 6 1993 ITEM 21 - 10/06/1993 CITY OF POWAY PM - 2 INVESTMENT PORTFOLIO OETAILS - INVESTMENTS POl/A- SEPTEMBER 30, 1993 INVESTMENT PURCHASE STATED _u YTM _u MATURITY DAYS NUMBER ISSUER OATE BOOK VALUE FACE VALUE MARKET VALUE RATE 360 365 OATE TO MAT ----..-------------------------.---.------.-.------------------------------------------------------------------------------------- LOCAL AGENCY INVESTMENT FUNDS 040001 LAIF CITY OF POWAY 1,857,011.04 1,857,011.04 1,857,011.04 4.334 4.275 4.334 040002 LAIF REDEVELOPMENT AGENCY 1,135,186.29 1,135,186.29 1,135,186.29 4.334 4.275 4.334 040004 SO CNTY I NVST POOL 40,571,473.41 40,571,473.41 40,571,473.41 5.600 5.523 5.600 SUBTOTALS and AVERAGES 43,563,670.74 43,563,670.74 43,563,670.74 5.437 5.513 CERTIFltATES OF OEPOSIT 010926 FRANKLIN BANK 02/21/92 99,000.00 99,000.00 99,000.00 6.450 6.450 6.540 02/21/96 875 010927 FRANKL! N BAlIK 02/21/92 99,000.00 99,000.00 99,000.00 6.450 6.450 6.540 02/21/96 875 010939 FRANKLIN TNRIFT & LOAN 01/01/92 94,000.00 94,000.00 94,000.00 6.500 6.500 6.590 07/07/97 1,377 010940 FRANKLIN THRIFT & LOAN 07/07/92 94,000.00 94,000.00 94,000.00 6.500 6.500 6.590 01/07/97 1,377 010930 FIRST REPUBLlt THRIFT 03/10/92 99,000.00 99,000.00 99,000.00 6.500 6.500 6.590 03/11/96 894 010943 IMPERIAL THRIFT 08/17/92 99,000.00 99,000.00 99,000.00 6.250 6.250 6.337 08/18/97 1,419 010944 IMPERIAL THRI FT 08/17/92 99,000.00 99,000.00 99,000.00 6.250 6.250 6.337 08/18/97 1,419 010933 INVESTOR THRIFT & LOAN 03/27/92 99,000.00 99,000.00 99,000.00 7.210 7.210 7.310 03/21/97 1,275 010934 INVESTOR THRIFT & LOAN 03/31/92 99,000.00 99,000.00 99,000.00 7.060 7.060 7.158 03/31/97 1,279 010931 RIVER CITY BANK 03/20/92 100,000.00 100,000.00 100,000.00 7.300 7.300 7.401 03/20/97 1,268 010932 RIVER CITY BANK 03/20/92 100,000.00 100,000.00 100,000.00 7.300 7.300 7.401 03/20/97 1,268 p-'>2B SACRAMENTO SAVINGS BANK 03/04/92 99,000.00 99,000.00 99,000.00 6.300 6.300 6.388 03/04/96 887 29 SACRAMENTO SAVINGS BANK 03/04/92 99,000.00 99,000.00 99,000.00 6.300 6.300 6.388 03/04/96 887 010937 SARATOGA NATIONAL BANK 06/03/92 99,000.00 99,000.00 99,000.00 6.500 6.500 6.590 06/03/96 978 010938 SARATOGA NATIONAL BANK 06/03/92 99,000.00 99,000.00 99,000.00 6.500 6.500 6.590 06/03/96 978 010941 TRANS PACIFIC NATIONAL BANK 08/12/92 100,000.00 100,000.00 100,000.00 6.250 6.250 6.337 08/12/97 1,413 010942 TRANS PACIFlt NATIONAL BANK 08/12/92 100,000.00 100,000.00 100,000.00 6.250 6.250 6.337 08/12/97 1,413 010935 VALENCIA NATIONAL BANK 04/23/92 99,000.00 99,000.00 99,000.00 6.600 6.600 6.692 04/25/95 573 010936 VALENCIA NATIONAL BANK 04/23/92 99,000.00 99,000.00 99,000.00 6.600 6.600 6.692 04/25/95 573 SUBTOTALS and AVERAGES 1,875,000.00 1,875,000.00 1,875,000.00 6.584 6.675 1,106 MORTGAGE BAtKED SECURITIES 080001 FED HOME LOAN MTG CORP 09/17/86 38,916.21 41,290.00 43,3n.68 8.000 8.784 B.906 08/15/06 4,703 080003 FED HOME LOAN MTG CORP 04/20/87 174,241.38 177,457.80 187,681.14 9.000 9.137 9.264 05/01/16 8,250 081008 GNMA POOL 192832 04/20/87 778,563.03 782,475.41 829,752.57 8.000 7.958 8.069 04/15/17 8,599 081007 GNMA POOL 203379 04/20/87 488,981.23 492,986.75 522,m.Ol 8.000 8.001 8.11204/15/17 8,599 081001 GNMA POOL 13057 08/11/86 156,070.91 162,573.86 174,623.83 8.000 8.503 8.621 08/15/06 4,703 SUBTOTALS and AVERAGES 1,636,m.76 1,656,783.82 1,758,203.23 8.168 8.281 8,098 TREASURY SECURITIES - COUPON 070001 US TREASURY NOTE 09/25/90 497,968.75 500,000.00 541,875.00 B.500 8.484 8.602 08/15/95 685 MEDIUM TERM NOTES 090015 AMERICAN EXPRESS CO OS/22/89 196,918.00 ZOO,OOO.OO Z06,8Z0,OO 8.6Z5 8.877 9.000 07/15/94 Z89 ~Q22 BENEFltlAL CORPORATION 01/25/90 1,000,000.00 1,000,000.00 1,064,080.00 9.100 8.975 9.100 01/26/95 484 J32 EF HUTTON GROUP INC 06/17/91 493,635.00 500,000.00 540,860.00 8.875 9.075 9.201 05/01/96 945 5 of 7 OCT 2 6 1993 ITEM 21 10/06/1993 CITY OF PQWAY INVESTMENT PORTFOLIO DETAILS - INVESTMENTS SEPTEMBER 30, 1993 PM - 3 POI/A INVESTMENT NUMBER ISSUER PURCNASE DATE BOOK VALUE STATED --- YTM --- MATURITY DAYS FACE VALUE MARKET VALUE RATE 360 365 DATE TO MAT ~-_._._--------------------------------------------------------------------------------------------------------------------------- MEDIUM TERM NOTES 090013 FORD MOTOR CREDIT COMPANY OS/22/89 199,276.00 200,000.00 206,On.00 8.875 8.843 8.966 05/15/94 228 090024 FORD MOTOR CREDIT COMPANY 03/14/90 500,000.00 500,000.00 513,750.00 9.300 9.173 9.300 03/15/94 167 090023 GMAC 02/14/90 1,000,000.00 1,000,000.00 999,900.00 9.000 8.877 9.000 10/21/93 22 090027 ITT FINANtlAL CORP. 03/11191 499,000.00 500,000.00 528,570.00 8.900 8.838 8.960 03/01/95 518 090034 PHILLIP MORRIS 07/26/91 497,9n.35 SOO,OOO.OO 506,230.00 7.625 7.696 7.803 02/15/94 139 090035 PHILLIP MORRIS 03/26/92 497,500.00 500,000.00 537,070.00 7.500 7.517 7.622 03/15/97 1,263 090036 TRAVELERS tORP 05/14/92 500,000.00 500,000.00 530,625.00 7.625 7.521 7.625 01115/97 1,204 090031 WESTINGHOUSE CREDIT CORP. OS/17/91 500,000.00 500,000.00 512,030.00 8.010 7.900 8.010 05/18/94 231 SUBTOTALS and AVERAGES 5,884,301.35 5,900,000.00 6,146,007.00 B.518 8.636 481 FEDERAL AGENCY ISSUES - COUPON 061007 FEDERAL NAT'L MTG ASSN 04/29/91 500,000.00 500,000.00 511,940.00 8.000 7.890 8.000 04/10/96 924 MIStELLANEOUS SECURITIES - tOUPON 100002 US GOVERNMENT FUND 10/30/87 699,529.20 699,529.20 774,460.89 8.000 7.890 8.000 10/30/94 396 100003 US GOVERNMENT FUNO 07122/93 500,000.00 500,000.00 507,047.77 6.500 6.411 6.500 07/22/94 296 100004 US GOVERNMENT FUND 08/13/93 200,000.00 200,000.00 200,775.19 6.500 6.411 6.500 08/14/94 319 100005 US GOVERNMENT FUND 08/24/93 250,000.00 250,ooli.00 250,193.20 6.500 6.411 6.500 08/24/94 'Q 100006 US GOVERNMENT FUND 09/10/93 300,000.00 300,000.00 298,158.09 6.200 6.115 6.200 09/10/94 ci 100007 US GOVERNMENT FUND 09/28/93 500,000.00 500,000.00 498,076.92 6.250 6.164 6.250 09/28/94 364 SUBTOTALS and AVERAGES 2,449,S29.20 2,449,529.20 2,528,712.06 6.747 6.841 350 ----------------------------------------------------------------------------------- TOTAL INVESTMENTS and AVERAGES S 56,407,242.80 56,444,983.76 56,925,408.03 5.982:1 6.065:1 352 ===s=======================z=========z========================================== 6 of 7 DCT261993 ITEM 21 10/06/1993 CO/CouponlD;scount Investments: Interest Collected PLUS Accrued Interest at End of Period LESS Accrued Interest at Beginning of Period Interest Earned during Period Mortgage Backed Securities: Interest Collected PLUS Accrued Interest at End of Period LESS Accrued Interest at Beginning of Period tnterest Earned during Period LAIF/Passbook/Checking Accounts: Interest Collected PLUS Accrued Interest at End of Period LESS Accrued Interest at Beginning of Period Interest Earned during Perfod TOTAL Interest Earned during Period 7 of 7 CITY OF POlIAY ACCRUED INTEREST DETAILS SEPTEMBER 30, 1993 MONTH ENDING SEPTEMBER 30, 1993 s 85,406.09 176,006.32 191,227.82) s 70,184.S9 =asa.========== s 11,513.33 23,707.21 24,028.00) s 11,192.S4 ...=========:== s 238,3n.48 6,137,346.03 6,170,430.79) s 205,287.n =============== s 286,664.8S =============== PM. 4 POlIA FISCAL YEAR TO DATE s 209,801.26 176,006.32 180,140.34) s 205,667.24 =============== s 35,763.93 23,707.21 24,794.97) s 34,676.17 =============== $ 737,297.19 6,137,346.03 6,254,682.61) s 619,960.61 =============== s 860,304.02 =============== OCT 2 6 1993 ITEM 21'"