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HomeMy WebLinkAbout1993-07-27; City Council; 12331; REPORT ON CITY INVESTMENTS AS OF JUNE 30, 1993AS OF JUNE 30,1993 RECOMMENDED ACTION: Accept and file report n 0 9 9 ITEM EXPLANATION: State law requires the City Treasurer to report to the City Council on a monthly basis the status of the City’s investment portfolio. This report is presented to Council each month on investments held. In summary, the City’s investment portfolio as of June 30, 1993 is as follows: Current Month Last Month Cost of Investments 11 1,453,021 11 2,726,989 Market Value 114,560,902 115,670,234 Cash Income FY Year-to-Date 6,961,993 6,702,733 Average Yield 5.89% 6.16% Average Life 1.22 years 1.1 7 years All investments have been made in accordance with the City’s investment policy adopted January 2,1985, and last revised January 26,1993. When held to maturity the above investments will yield $16,641,225 interest z 0 F 0 .. e 6 8 z 3 income. EXHIBIT: 1. 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QQWQ < 2- b\* b L Q., 4-u Q &* hy? %- -"s *% 3 \3 4Q I ;-\ I j I . ,. ,< \r ' ? ,". -7 'a '1 {' i, ,I \i .l '\ 0 Reconciliation of Fund Source to Investment Portfolio June 30,1993 Cash Balance by Fund: General Special Revenue Debt Service Capital Projects Enterprise: Carlsbad Municipal Water District Sewer Fund Solid Waste Golf Course Total Internal Service Redevelopment Funds Trust Funds Misc. Special Funds 10,899,000 6,885,000 1,270,000 35,242,000 16,667,000 15,321,000 60,000 1,873,000 33,921,000 9,794,000 2,849,000 10,120,000 0 Total General Ledger Balance 110,980,000 Deposits in transit Outstanding checks Wire in/(out) not recorded Other Payroll adjustment (109,191) 581,487 2,589 (1,885) 0 Total Treasurer’s Investment Portfolio 11 1,453,000