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HomeMy WebLinkAbout4.05 CT InvestRpt if _ Oloo- -- e CITY OF DUBLIN AGENDA STATEMENT CITY COUNCIL MEETING DATE: November 14, 1994 SUBJECT: city Treasurer's Investment Report: October 31, 1994 ~(prepared by: Paul S. Rankin, Assistant city Mgr) EXHIBITS ATTACHED: ~isting r/ RECOMMENDATION:~ Receive of Investments as of October 31, 1994 Report DESCRIPTION: The attached listing details the City's investments as of October 31, 1994. The total amount shown as invested is approximately $332,000 less than the amount shown at the end of the previous month. As previously indicated it is typical in the early months of a fiscal year to have expenditures exceed revenues. This results in a need to utilize invested monies for on-going operations. OVerall, the total yield on the city's portfolio for the month of October showed a very slight favorable gain from the rate shown for the month of September (5.648% vs. 5.559% respectively). This was primarily due to a favorable change in the rates at the Local Agency Investment Fund and the purchase of a new investment. The gains made by these investments were partially offset by a slight decrease in the Dean witter Mutual Fund investment. The Dean witter Mutual Fund earnings were calculated at 5.950% for October vs. 6.010% in september. After analyzing the City's eIP cash flow estimates for the next several months, staff did proceed with the purchase of a one year investment. The ei ty purchased $500,000 in Federal Home Loan Bank (FHLB) bonds maturing on October 19, 1995. Although the investment carries a coupon rate of 5.82% the investment was purchased at a discount. Factoring in the discount will resul t in a yield to maturity of 6.165%. This purchase reduced the amount retained by the city in the LAIF. The LAIF quarterly average was 5.240% as of October 31, 1994. This is up significantly from the 4.974% rate reported last month. For reporting purposes this report includes the Quarterly Rate of 5.240%, since this is how the interest is calculated and paid. The Daily Rate was at 5.319% on october 30, 1994. The october report shows a decreased reliance on LAIF. In September 23.5% of the portfolio was invested in LAIF. As of the October report this had been reduced to 19.4%. LAIF tends to hold a mix of shorter term investments typically not extending on an average basis much beyond one year. For the city this remains as a very liquid professionally managed investment. Further it allows for diversification undertaken by professional managers responsible for the investment of billions of dollars of public funds. The schedule of investment maturi ties is anticipated to allow the city to meet anticipated expenditures in the upcoming month. ---------------------------------------------------------------------- COPIES TO: 4.7 CITY CLERK FILE~ -- e city of Dublin city Treasurer's Listing of Investments As of October 31, 1994 This listing excludes Dublin Boulevard Extension Assessment District and COP reserve fund balances, which are held by third party Trustees and invested in accordance with the financing legal documents. .. - - MATURITY Value INVESTMENT Cost Yield TYPE OF INVESTMENT Date Rate POOLED INVESTMENTS 19.4% of Total Portfolio State of California LAIF . $3,570,000.00 $3,570,000.00 (1) 5.240% MUTUAL FUND 9.3% of Total Portfolio Dean witter Revnolds U.S. Govt Securities (2 ) (2 ) $1,699,995.50 (3) 5.950% CERTIFICATES OF DEPOSIT 2.7% of Total Portfolio ..< First Republic T & L Fremont Investment & Loan Southern Ca~ifES&L Standard Pacific Svgs World Savings $95,000.00 5.250 $99,000.00 5.560 $98,000.00 5.250 $99,000.00 5.200 $100,000.00 6.010 $491,000.00 GVRNT/AGENCY SECURITIES (4) 68.6% of Total Portfolio 1 Bank of Ca1.'ifornia ( Saf ekeeping) FNMA 6/30/95 $500,000.00 5.250 FHLB 10/19/95 $500,000.00 5.820 FHLB 5/20/96 $500,000.00 6.200 FHLB 8/26/96 $490,000.00 7.700 U S Treasury Note 2/15/97 $500,000.00 4.750 FFCB(Callable 3/03/95) 3/03/97 $500,000.00 5.120 FHLMC(Callable 5/24/95) 5/24/97 $500,000.00 6.510 FHLB(Callable 6/09/95) 6/09/97 $500,000.00 6.720 FNMA 6/10/97 $1,205,000.00 9.200 FNMA(Call~ble 5/13/96) 5/13/98 $500,000.00 5.250 FHLMC(Cal~able 9/09/94) 9/09/98 $500,000.00 4.950 FNMA(Callable 10/15/96)10/15/98 $1,000,000.00 4.875 U S Treasury Note 10/31/98 $1,000,000.00 4.750 FHLB(Callable 11/03/94)11/03/98 $1,000,000.00 5.110 FNMA(Callable 12/10/96)12/10/98 $1,000,000.00 5.310 FHLB(Callable 1/12/95) 1/12/99 $2,000,000.00 5.460 FNMA(Callable 2/12/96) 2/12/99 $400.000.00 5.550 $12,595,000.00 9/14/98 7/30/98 9/14/98 7/30/98 1/29/98 $95,000.00 $99,000.00 $98,000.00 $99,000.00 $100.000.00 $491,000.00 5.250% 5.560% 5.250% 5.200% 6.010% 5.457% $500,000.00 $498,281.25 $500,000.00 $490,000.00 $488,274.35 $496,388.80 $500,000.00 $500,000.00 $1,262,000.00 $496,000.00 $498,578.12 $999,463.57 $986,984.38 $1,000,000.00 $999,585.92 $2,000,000.00 $399.770.85 $12,615,327.24 $18,376,322.74 5.250% 6.165% 6.200% 7.700% 5.724% 5.420% 6.510% 6.720% 7.066% 5.482% 5.020% 4.889% 5.101% 5.110% 5.311% 5.460% 5.564% 5.731% Total Investments - per Books 5.648% --------------- --------------- ------- ------- Footnotes (1 ) ( 2) Interest rate shown is quarterly average as of October 30, 1994. As a mutual fund investment this investment can be liquidated at any given time, "however the asset value will fluctuate based upon the current market rate. The investment strategy assumes that approximately $1 million will be held through July I, 1999, and $699,995 through October 1, 1999, without a deferred sales charge. Market value as of October 27, 1994, based upon original shares invested plus fiscal year to date dividends is $1,541,716. The market value would also be: affected by deferred sales charges, if the investment were liquidated prior to the dates stated in note (2). The yield on a mutual fund fluctuates with the share price of shares currently held. The yield, presented is an annualized amount based upon the pr~vious twelve months of dividends at the share price as of 10/27/94 divided by the original cost. Federal.. Home Loan Bank (FHLB), Federal Farm Credit Bureau (FFCB), Federal National, Mortgage Association (FNMA), and Federal Home Loan Mortgage Corp (FHLMC) are lawful investments for local governmental agencies, (3 ) (4 ) (5 )