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HomeMy WebLinkAboutInvestment Reports - November & December 2006 ���'� CITY OF PALM DESERT � � FINANCE DEPARTMENT . INTEROFFICE MEMORANDUM TO: RACHELLE KLASSEN, CITY CLERK FROM: NIAMH ORTEGA, RECORDING SECRETARY\� DATE: JANUARY 25, 2007 SUBJECT: COMPLIANCE ANALYSIS AND INVESTMENT REPORTS Please find attached the Compliance Analysis and Investment Reports for November and December 2006 which were presented and approved at the January meeting of the Audit, Investment and Finance Committee. Please include on the upcoming agenda for review and acceptance by City Council. Please feel free to contact me at Ext. 382 if you have any questions. Thank you. nmo � Attachment (as noted) !`��v�--�.LLL�_ BY RDA ON a` ��07 VERIFIED BY ��'�r�l �-- CITY CO'UNC;�:L ACTI��=DENIED _________ Original on �ile with City Clerk's Office APPROVEDR OTHER RECEIVED� " NlgSTING DATE - �"D AYES. � NOEs: Non�- ABSENT' N ABSTAIN: I�l orrl e, VERIFIED BY: ClQrk' s Office Original on File wit City \\WIN21C�groups\Finance\Niamh Ortega\Wpdocs\Investmenl Commitlee\Memos\rklasseninvreport.wpd a �4`. �� ��� ; . � . ��.. . _ �. � i���� ,y 1.. ������� . � �'" '.�j�.�� - .-���j�, •7�I11T.�"�M�i��• F' `. ��9�{��'1�����j.!` . .r . Paul S. Gibson, C.C.M.T., Treasurer Thomas W. Jeffrey, J.D., M.B.A., Deputy City Treasurer Treasurer's Commentary The Federal Open Markets Committee("FOMC") met on December 12, and left the Federal Funds Rate unchanged at 5.25 percent. The FOMC noted that economic growth had slowed over the course of the year, due partly to a significant downturn in the housing market. The FOMC predicted that the economy would expand at a moderate pace in 2007, despite recent, mixed indicators. The FOMC was still concerned about inflation risk, however. The futures market has assigned a 50 percent chance that the Federal Funds Rate will be cut from 5.25 percent to 5.00 percent at the May 2007 FOMC meeting. The next FOMC meeting will be on January 30-31. At this point, the major brake on the economy is real estate. The inventory of homes for sale is currently at a 43-year high. The greatest number of unsold homes are in the states of California, Arizona, Nevada, Texas, Florida, and Georgia. Deep price concessions are expected in the first and second quarters of 2007. Consequently, the U.S. housing recession is more severe than initially thought, and is expected to affect consumer spending in 2007. Merrill Lynch is lowering its 2007 Gross Domestic Product("GDP")forecast from 1.9 percent to 1.7 percent due to the housing situation. Merrill believes that inflation • will ease during 2007, allowing the FOMC to cut the Federal Funds Rate, starting in March 2007. Merrill is predicting that the Federal Funds Rate will be at 4.0 percent by year-end. ,�auLs ��l'�aori, c.c.M.r Treasurer PORTFOLIO STATISTICS Dollars in Thousands NOV-06 OCT-06 SEP-06 AUG-06 JUL-06 JUN-06 CITY Month-End Book Value"" $ 159,790 $ 157,403 $ 162,442 $ 169,367 $ 170,941 $ 173,272 Month-End Market Value"' $ 159,912 $ 157,328 $ 162,291 $ 169,096 $ 170,368 $ 172,365 Paper Gain(Loss) $ 122 $ (75) $ (151) $ (271) $ (573) $ (907) Prior Year Book Variance $ 12,880 $ 8,748 $ 13,361 $ 15,822 $ 19,765 $ 23,199 Interest Eamings $ 635 $ 657 $ 662 $ 678 $ 666 $ 596 Yield-To-Maturity 5.01% 4.99% 4.96% 4.92% 4.86% 4.72% Weighted Maturity(Days) 514 517 449 443 444 354 Effective Duration 0.80 0.83 0.70 0.72 0.73 0.54 RDA Month-End Book Value'*' $ 115,137 $ 116,220 $ 127,042 $ 141,601 $ 147,694 $ 144,460 Month-End Market Value"' $ 115,388 $ 116,302 $ 127,023 $ 141,444 $ 147,222 $ 143,611 Paper Gain(Loss) $ 251 $ 82 $ (19) $ (157) $ (472) $ (849) Prior Year Book Variance $ (6,074) $ (7,023) $ 1,024 $ 2,120 $ 3,726 $ (1,973) Interest Eamings $ 466 $ 489 $ 530 $ 570 $ 587 $ 552 Yield-To-Maturity 4.95% 4.95% 4.94% 4.85% 4.82% 4.69% Weighted Maturity(Days) 644 638 585 544 522 424 Effective Duration 1.11 1.14 1.09 0.99 0.99 0.78 *** Omits SLGSs. City of Palm Desert-- Portfolio Characteristics 30 November 2006 Dollars in Thousands -------._.. .. As�ein�Interval Market Value General Fund Ageingl � < 1 M $ 38,785 <2M - <3M - 100 <6M 5,823 ^ gp � < 1YR 14,378 0 60 <2YR 16,878 •- < 3YR 18,926 � qp 36 <4YR 9,ggg a 20 13 16 18 9 <5YR 2,p77 0 0 0 5 2 0 >5YR " < 1 M <2M <3M <6M < < < < < > Total: S 106,866 1YR 2YR 3YR 4YR 5YR 5YR Credit Quality � Ratins�s' Market Value AAA $ 86,484 56% AA 5,074 B A 11,962 �o�o Unrated" 39,463 � B 10,133 Unrated"` 3% Total: S 153,116 Zso�a A 8% Sector Market Value Asset Allocation RDA Loan MMFs $ 38,748 21% LAIF 6,677 �`�F MTNs a RDA Loan 32,785 ° 23% MTNs 35,255 Agencies 39,651 MMFs CP - 25% Total: S 153,116 Agencies 27% Month Citv Yield LAIF Yfeld Varfance Performance Dec05 3.95 3.81 0.14 Jan06 4.06 3.96 0.10 Feb 4.31 4.04 0.27 4 8 Mar 4.38 4.14 0.23 Apr 4.47 4.30 0.17 � 4 2 May 4.62 4.56 0.05 � Jun 4.72 4.70 0.02 } 3.6 Jul 4.86 4.85 0.01 Aug 4.92 4.95 -0.02 3.0 Sep 4.96 5.02 -0.07 Dec09an06 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Oct 4.99 5.10 -0.11 Nov 5.01 5.13 -0.12 ■LAIF Yie:ld ■City vie�d ' Standard and Poors '" LAIF,and City Loan to RDA Page 2 of 8 City of Palm Desert Portfolio Holdings 30 November 2006 Market Ratings Par Value Issuer Coupon Maturity Cost YTM Price Value Moody's S�P Medium-Term Notes $ 3,023,000 AMERICAN HONDA FINANCE 4.25 3/11/08 $ 2,992,364 5.08 98.81 $ 2,987,153 A1 A+ $ 3,000,000 BANK ONE 4.13 9/1/07 $ 3,010,292 3.64 98.94 $ 2,968,197 Aa3 A+ $ 2,920,000 BANK OF AMERICA 5.88 2/15/09 $ 2,971,709 5.01 101.91 $ 2,975,859 Aa2 AA- $ 3,000,000 FORD MOTOR CREDIT CORP 7.20 6/15/07 $ 3,020,602 5.75 100.21 $ 3,006,330 B1 B $ 2,500,000 FORD MOTOR CREDIT CORP 7.20 6/15/07 $ 2,517,168 5.75 100.21 $ 2,505,275 B1 B $ 4,612,000 FORD MOTOR CREDIT CORP 7.20 6/15/07 $ 4,660,476 5.10 100.21 $ 4,621,731 61 B $ 2,000,000 GENERAL ELECTRIC 3.60 10/15/08 $ 1,951,771 4.99 97.51 $ 1,950,130 Aaa AAA $ 2,035,000 GENERAL ELECTRIC 4.88 10/21/10 $ 1,982,405 5.63 99.74 $ 2,029,670 Aaa AAA $ 1,891,000 GENERAL ELECTRIC 6.88 11/15/10 $ 1,971,078 5.65 106.78 $ 2,019,174 Aaa AAA $ 2,000,000 GENERAL ELECTRIC 6.13 2/22/11 $ 2,033,643 5.67 104.31 $ 2,086,272 Aaa AAA $ 3,000,000 GOLDMAN SACHS 7.20 3/1/07 $ 3,026,514 3.50 100.49 $ 3,014,619 Aa3 A+ $ 3,080,000 WACHOVIA 3.63 2/17/09 $ 2,991,331 5.02 97.16 $ 2,992,420 Aa3 A+ $ 2,000,000 WAL-MART 6.88 8/10/09 $ 2,095,100 4.93 104.90 $ 2,097,994 Aa2 AA $ 35,061,000 Subtotal S 35,224,453 5.00 5 35,254,825 Federal Agencies-Coupon $ 3,000,000 FED HOME LOAN BANK 3.70 8/15/07 $ 2,998,136 3.79 99.00 $ 2,970,000 Aaa AAA $ 3,000,000 FED HOME LOAN BANK 4.38 9/11/09 $ 2,962,436 5.59 99.03 $ 2,970,938 Aaa AAA $ 1,980,000 FED HOME LOAN BANK 4.75 12/12/08 $ 1,974,968 4.87 99.91 $ 1,978,144 Aaa AAA $ 3,000,000 FED HOME LOAN BANK 4.63 9/12/08 $ 2,987,894 5.40 99.72 $ 2,991,563 Aaa AAA $ 2,049,000 FED HOME LOAN BANK 4.00 12/15/09 $ 2,000,260 4.87 98.00 $ 2,008,020 Aaa AAA $ 3,030,000 FED HOME LOAN BANK 4.00 3/10/08 $ 2,992,535 5.02 98.91 $ 2,996,859 Aaa AAA $ 2,035,000 FED HOME LOAN MTG CORP 2.50 12/4/06 $ 2,034,781 3.84 99.72 $ 2,029,277 Aaa AAA $ 2,033,000 FED HOME LOAN MTG CORP 4.25 7/15/09 $ 2,002,902 4.87 98.84 $ 2,009,493 Aaa AAA $ 2,000,000 FED HOME LOAN MTG CORP 4.13 11/18/09 $ 1,959,470 4.88 98.40 $ 1,967,918 Aaa AAA $ 2,000,000 FED HOME LOAN MTG CORP 4.90 11/3/08 $ 1,994,292 5.06 99.91 $ 1,998,110 Aaa AAA $ 2,062,000 FED HOME LOAN MTG CORP 4.13 7/12/10 $ 1,968,729 5.47 98.09 $ 2,022,693 Aaa AAA $ 2,786,000 FED NATIONAL MTG ASSOC 7.13 3/15/07 $ 2,813,600 3.55 100.53 $ 2,800,801 Aaa AAA $ 3,000,000 FED NATIONAL MTG ASSOC 3.00 8/15/07 $ 2,987,566 3.63 98.53 $ 2,955,938 Aaa AAA $ 2,000,000 FED NATIONAL MTG ASSOC 4.63 10/28/09 $ 1,986,467 4.88 99.66 $ 1,993,125 Aaa AAA $ 2,000,000 FED NATIONAL MTG ASSOC 4.25 8/15/10 $ 1,916,079 5.47 98.41 $ 1,968,125 Aaa AAA a 35,975,000 Subtotal S 35,580,114 4.70 S 35,661,003 Federal Agencies-Callable $ 2,000,000 FED HOME LOAN BANK 420 7/18/08 $ 1,979,362 4.88 99.06 $ 1,981,250 Aaa AAA $ 2,000,000 FED HOME LOAN MTG CORP 5.05 8/22/08 $ 1,999,569 5.06 100.42 $ 2,008,364 Aaa AAA a 4,000,000 Subtotal S 3,978,930 4.97 a 3,989,614 Local Government Investment Pool $ 6,677,499 L.A.I.F. 0.00 12/1/06 $ 6,677,499 5.13 100.00 $ 6,677,499 U U s 6,6T7,499 Subtotal $ 6,877,499 5.13 S 6,677,499 "U"=Unrated Page 3 of 8 City of Palm Desert Portfolio Holdings 30 November 2006 Market Ratings Par Value Issuer Coupon Maturity Cost YTM Price Value Moody's SB�P Local Government investment Pool $ 30,126,406 C.A.M.P. 0.00 12/1/06 $ 30,126,406 5.19 100.00 $ 30,126,406 U AAA $ 539,970 C.A.M.P.(HOUSING) 0.00 12/1/06 $ 539,970 5.19 100.00 $ 539,970 U AAA $ 30,666,377 Subtotal S 30,666,3T7 5.19 $ 30,666,377 Money Market Fund $ 8,081,499 WF ADVANTAGE GOVT MMF 0.00 12/1/06 $ 8,081,499 5.14 100.00 $ 8,081,499 Aaa AAA $ 8,081,499 Subtotal S 8,081,499 5.14 S 8,081,499 City Loan to RDA $ 32,785,480 CITY OF PALM DESERT 0.00 12/1/36 $ 32,785,480 5.13 100.00 $ 32,785,480 U U E 32,785,480 Subtotal S 32,785,480 5.13 $ 32,785,480 Total lnvestments S 153,246,854 $ 152,994,351 5.01 a 153,116,296 Cash $ 5,526,507 CITY MAIN CHKING 0.00 12/1/06 $ 5,526,507 0.00 100.00 $ 5,526,507 U U $ 627,221 MONTEREY 170 CHKG 0.00 12/1/06 $ 627,221 0.00 100.00 $ 627,221 U U $ 465,238 DESERT WILLOW CHKG 0.00 12l1/06 $ 465,238 0.00 100.00 $ 465,238 U U $ 176,560 RECREATIONAL FAC CHKG 0.00 12/1/06 $ 176,560 0.00 100.00 $ 176,560 U U S 6,795,526 Subtotal a 6,795,526 S 6,795,526 Total Investments and Cash S 160,042,380 S 159,789,877 � 159,911,821 %of Portfolio Corporate Issuers (Market Value) AMERICAN HONDA FINANCE 0.00% BANK ONE 1.87% BANK OF AMERICA 1.86% FORD MOTOR CREDIT CORP 5.31% GENERAL ELECTRIC 6.64% GOLDMAN SACHS 1.30% WACHOVIA 1.89% WAL-MART 1.87% "U"= Unrated Page 4 of 8 Palm Desert Redevelopment Agency-- Portfolio Characteristics - 30 November 2006 Dollars in Thousands -----....---. .....__ . .._._. _..._......_ _. As�eins�Interval Market Value portfolio Ageing w/o SLGSsI < 1 M $ 26,686 � <2M 2,997 <3M _ 100 90 <6M 5,949 �. 80 < 1 YR 5,gg2 0 70 <2YR 19,695 ' � 50 <3YR 18,778 � 40 29 21 20 30 <4YR 8,134 , a ;0 3 � 6 6 9 4 0 <5YR 4,000 � >5YR - <1 M <2M <3M <6M < < < < < > Total: $ 92,131 1YR 2YR 3YR 4YR 5YR 5YR uali * Market Yalue Credit Quality qqq AAA $ 88,327 76% AA 1,964 A 2,029 g Unrated*' 19,412 3% � B 3,001 q 2% Unrated"' Total: S 114,733 , �70�, 2% Sector Market Value IAsset Allocation MMFs LAIF $ 19,412 26% MMFs 29,709 Agencies 58,619 LAIF Agencies MTNs 6,993 ! �7% 51% CP - Treasuries - MTNs Total: S 114,733 go�, Month RDA Yleld LAIF Yield Varfance Performance Dec05 3.82 3.81 0.01 Jan06 3.99 3.96 0.03 Feb 4.26 4.04 0.22 4 8 Mar 4.38 4.14 0.24 Apr 4.50 4.30 0.20 � 4 2 May 4.60 4.56 0.04 m Jun 4.69 4.70 -0.01 � 3.6 Jul 4.82 4.85 -0.03 Aug 4.85 4.95 -0.10 3.0 Sep 4.94 5.02 -0.09 DecO�lan06 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Oct 4.95 5.10 -0.15 Nov 4.95 5.13 -0.18 ■LAIF Yieid ■RDA Yield � "' Standard and Poors "' LAIF Page 5 of 8 Palm Desert Redevelopment Agency Portfolio Holdings 30 November 2006 Market Ratings Par Value Issuer Coupon Maturity Cost YTM Price Value Moodys S8P Medium-Term Notes $ 3,000,000 FORD MOTOR CREDIT CORP 6.50 1/25/07 $ 3,006,977 4.85 100.03 $ 3,000,876 B1 B $ 2,000,000 FIRST UNION NAT BANK 5.80 12/1/08 $ 2,029,393 5.00 101.44 $ 2,028,806 Aa3 A+ $ 2,000,000 WELLS FARGO BANK 4.00 8/15/08 $ 1,969,537 4.96 98.18 $ 1,963,514 Aa1 AA- S 7,000,000 Subtotal 5 7,005,907 4.93 3 6,993,196 Federal Agency-Coupon $ 3,000,000 FED FARM CREDIT BANK 2.63 9/17/07 $ 2,981,566 3.43 98.13 $ 2,943,750 Aaa AAA $ 2,000,000 FED FARM CREDIT BANK 6.45 10/7/09 $ 2,080,898 4.88 104.45 $ 2,088,936 Aaa AAA $ 2,000,000 FED FARM CREDIT BANK 3.63 10/24/08 $ 1,955,607 4.89 97.84 $ 1,956,875 Aaa AAA $ 2,000,000 FED FARM CREDIT BANK 4.75 8/3109 $ 1,994,144 4.87 100.13 $ 2,002,500 Aaa AAA $ 3,000,000 FED HOME LOAN BANK 3.38 9/14/07 $ 2,997,832 3.82 98.72 $ 2,961,563 Aaa AAA $ 3,970,000 FED HOME LOAN BANK 4.25 9/12/08 $ 3,929,695 4.79 99.06 $ 3,932,781 Aaa AAA . $ 3,970,000 FED HOME LOAN BANK 4.25 9/12/08 $ 3,929,695 4.79 99.06 $ 3,932,78i Aaa AAA $ 4,500,000 FED HOME LOAN BANK 4.38 9/11/09 $ 4,443,654 5.59 99.03 $ 4,456,406 Aaa AAA $ 2,000,000 FED HOME LOAN BANK 3.50 11/3/09 $ 1,926,994 4.88 96.56 $ 1,931,250 Aaa AAA ' $ 4,000,000 FED HOME LOAN BANK 4.63 9/12/08 $ 3,983,858 4.84 99.72 $ 3,988,750 Aaa AAA $ 2,005,000 FED HOME LOAN BANK 3.88 7/24/09 $ 1,956,004 4.89 97.75 $ 1,959,888 Aaa AAA $ 2,000,000 FED HOME LOAN BANK 4.88 3/11/11 $ 1,950,618 5.49 100.59 $ 2,011,875 Aaa AAA $ 2,000,000 FED HOME LOAN BANK 4.88 3/11/11 $ 1,949,959 5.50 100.59 $ 2,011,875 Aaa AAA $ 3,000,000 FED HOME LOAN MTG CORP 4.88 3/15/07 $ 3,012,376 3.38 99.91 $ 2,997,188 Aaa AAA $ 2,049,000 FED HOME LOAN MTG CORP 4.00 12/15/09 $ 2,000,092 4.87 98.00 $ 2,008,020 Aaa AAA $ 2,000,000 FED HOME LOAN MTG CORP 5.00 7/23/08 $ 1,997,910 5.07 99.98 $ 1,999,668 Aaa AAA $ 2,000,000 FED HOME LOAN MTG CORP 6.88 9/15/10 $ 2,089,058 5.54 107.41 $ 2,148,125 Aaa AAA $ 3,734,000 FED HOME LOAN MTG CORP 6.88 9/15/10 $ 3,900,575 5.54 107.41 $ 4,010,549 Aaa AAA $ 2,973,000 FED NATIONAL MTG ASSOC 3.63 3/15/07 $ 2,973,601 3.95 99.53 $ 2,959,064 Aaa AAA $ 4,155,000 FED NATIONAL MTG ASSOC 6.63 9/15/09 $ 4,336,985 4.89 104.81 $ 4,354,959 Aaa AAA $ 2,000,000 FED NATIONAL MTG ASSOC 3.88 11/17/08 $ 1,963,817 4.87 98.09 $ 1,961,875 Aaa AAA S 58,356,000 Subtotal S 58,354,937 4.78 a 58,618,678 Local Government Investment Pool $ 978,850 L.A.I.F. 0.00 12/1/06 $ 978,850 5.13 100.00 $ 978,850 U U $ 5,483,553 L.A.I.F. (HOUSING AUTH) 0.00 12/1/06 $ 5,483,553 5.13 100.00 $ 5,483,553 U U $ 12,950,013 L.A.I.F. BOND PROCEEDS 0.00 12/1106 $ 12,950,013 5.13 100.00 $ 12,950,013 U U 5 19,412,416 Subtotal S 19,412,418 5.13 S 19,412,416 Local Government Investment Pool $ 25,170,828 C.A.M.P. 0.00 12/1/06 $ 25,170,828 5.19 100.00 $ 25,170,828 U AAA a 25,170,828 Subtotal S 25,170,828 5.19 E 25,170,828 "U"=Unrated Page 6 of 8 Palm Desert Redevelopment Agency Portfolio Holdings 30 November 2006 Market Ratings Par Value Issuer Coupon Maturity Cost YTM Price Value Moodys S8P Money Market Fund $ 4,538,151 WF ADVANTAGE GOVT MMF 0.00 12/1/06 $ 4,538,151 5.14 100.00 $ 4,538,151 Aaa AAA S 4,538,151 Subtotal $ 4,538,151 5.14 a 4,538,151 Total Investments $ 114,477,395 a 114,482,239 4.95 E 114,733,270 Cash $ 334,808 HOUSING AUTH CHKG 0.00 12/1/06 $ 334,808 0.00 100.00 $ 334,808 U U $ 320,380 HOUSING AUTH TRUST 0.00 12/1/06 $ 320,380 0.00 100.00 $ 320,380 U U E 655,188 Subtotal E 655,188 S 655,188 • Total Investments and Cash $ 115,132,583 5 115,137,427 $ 115,388,457 %of Portfolio Corporate Issuers (Market Value) FORD MOTOR CREDIT CORP 2.60% FIRST UNION NATIONAL BANK 1.76% WELLS FARGO BANK 1.70% "U"= Unrated Page 7 of 8 . STATEMENT OF COMPLIANCE The investment portfolios of the City of Palm Desert("City")and the Palm Desert Redevelopment Agency("RDA")are govemed by federal, state, and local law. The City Treasurer's"Statement of Investment Policy"is more restrictive than the Califomia Govemment Code. The Palm Desert Investment Committee and the Palm Desert City Council review the Statement of Investment Policy annually. For the month ended 30 November 2006, the City and the RDA investment portfolios were in compliance with all applicable federal, state, and local laws and regulations. The City Treasury continued to pursue conservative and prudent investment strategies, based upon the stated objectives of safety, liquidity, and yield(in order of priority). Barring unforeseen events,the City Treasury should have sufficient cash to finance the operations of the City of Palm Desert and the Palm Desert Redevelopment Agency over the next six months. In addition, portions of either the City or the RDA portfolio could be liquidated in order to meet any significant, unexpected cash requirements. Bloomberg L.P. and Interactive Data Corporation provided the data and the analytical tools that were used to calculate the market value of all securities in the City and the RDA investment portfolios. State and Local Govemment Series securities are held in escrow accounts and are therefore not included in this report as assets. All balances are bank balances. Respectfully submitted on 26 December 2006, ,�auLS. �u�i�, C.C.�1.T. � City Treasurer SUMMARY OF AUTHORI2ED INVESTMENTS Califomia Government Code City Investment Policy CA Govt Maximum Maximum Quality Maximum Maximum Quality %of City %of RDA Code Investment Category Maturity Limit S&P/Mdys Maturity Limit SB�PlMdys Portfolio Portfolio 53601 a Palm Desert Bonds 5 Years No Limit Nof Authorized(1 53601 b U.S.Treasuries 5 Years No Limit 5 Years No Lim1t 0.0% 0.0% 53601 c CA State Debt 5 Years No Limit Not Authorized 53601 d CA Local A enc Debt 5 Years No Limit Not Authorized 53601 e Federal A encies 5 Years No Limit 5 Years 30% 6% 25.9% 51.0% 53601 Bankers's Acce tances 180 Da s 40% 180 Da s 40% A-1 8�P-1 - - 53601 Commercial Pa er 270 Da s 25% A-1+or P-1 270 Da s 25% A-1+or P-1 0.0% 0.0% 53601 h Ne otiable CDs 5 Years 30% 5 Years 30% AA-or Aa3 - - 53601 i Re os 1 Year No Limit 30 Da s 20% AAA&Aaa - - 53601 i Reverse Re os 92 Da s 20% Not Authorized 53601 ' Medium-Term Notes 5 Years 30% A 5 Years 30% A 23.0°h 6.1% 53601 k Mutual Funds 90 Da s 20% AAA&Aaa 90 Da s 20%(2) AM&Aaa 5.3°� 4.0% 53601 I Trust Indenture Debt Not Authorized 53601 m Secured Bank De osits 5 Years No Limit Nof Authorized 53601(k) Local Govemment AAA&Aaa AAA 8 Aaa Investment Pools 90 Da s 20°/a or Advisor 90 Da s 20% (2) or Advisor 20.0% 22.0°� 53601(n) Mortgage-Backed 5 Years 20% A(Issuer)& Not Authorized Securities AA Securi LAIF No Limit No Limit 4.4°k 17.0% (1) The City loan to RDA,which is not a bond, has been approved by the Palm Desert City Council. 78.6% 100.0% 2) Maximum limit for mutual funds and local ovemment investment ools, excludin bond roceeds. * Certified California Municipal Treasurer Page 8 of 8 : �I�l����'+��� , , � ,'^.5� c ',.i � .S�l.h� �>_3`� ��`xt}'��1'� a 3 � '����' k R:,. 7���P��., _ y aJ'4 F 1. �L iy �5 X,,� v :�', ..{�4, "C . Paul S. Gibson, C.C.M.T., Treasurer Thomas W. Jeffrey, J.D., M.B.A., Deputy City Treasurer Treasurer's Commentary The next meeting of the Federal Open Market Committee("FOMC")will be on 31 January. Some of the key issues that will drive investment management in 2007 are: 1) Has the FOMC finished raising short-term interest rates? 2) Is U.S. economic growth accelerating, or has it already reached the peak of the current economic cycle? 3) What effect will the new Congress have on the financial markets? 4) Will the slowing housing market depress the rest of the U.S. economy? 5) Will risk premiums on assets remain low, or will they begin to rise in 2007? �c�Ls ��l'�o�, c.c.,y r. Treasurer PORTFOLIO STATISTICS Dollars in Thousands DEC-06 NOV-06 OCT-06 SEP-06 AUG-06 JUL-06 CITY Month-End Book Value'** $ 159,050 $ 159,790 $ 157,403 $ 162,442 $ 169,367 $ 170,941 Month-End Market Value"` $ 158,939 $ 159,912 $ 157,328 $ 162,291 $ 169,096 $ 170,368 Paper Gain(Loss) $ (111) $ 122 $ (75) $ (151) $ (271) $ (573) Prior Year Book Variance $ 15,863 $ 12,880 $ 8,748 $ 13,361 $ 15,822 $ 19,765 Interest Earnings $ 650 $ 635 $ 657 $ 662 $ 678 $ 666 Yield-To-Maturity 5.03% 5.01% 4.99% 4.96% 4.92% 4.86% Weighted Maturity(Days) 495 514 517 449 443 444 Effective Duration 0.75 0.80 0.83 0.70 0.72 0.73 RDA Month-End Book Value"*' $ 111,068 $ 115,137 $ 116,220 $ 127,042 $ 141,601 $ 147,694 Month-End Market Value'*" $ 111,060 $ 115,388 $ 116,302 $ 127,023 $ 141,444 $ 147,222 Paper Gain(Loss) $ (8) $ 251 $ 82 $ (19) $ (157) $ (472) Prior Year Book Variance $ (14,327) $ (6,074) $ (7,023) $ 1,024 $ 2,120 $ 3,726 Interest Eamings $ 465 $ 466 $ 489 $ 530 $ 570 $ 587 Yield-To-Maturity 4.95% 4.95% 4.95% 4.94% 4.85% 4.82% Weighted Maturity(Days) 668 644 638 585 544 522 Effective Duration 1.10 1.11 1.14 1.09 0.99 0.99 "' Omits SLGSs. City of Palm Desert-- Portfolio Characteristics 31 December 2006 __.... ---._. ...___..... ._....__ .._... . ...__. As�eins�Interval Market Value General Fund Ageingl < 1 M $ 47,810 <2M 3,008 <3M 2,7g6 100 <6M 5,504 � gp < 1YR 8,906 0 60 <2YR 18,834 '0 41 <3YR 18,913 0 40 <4YR 7,978 a 20 3 2 5 8 16 16 � <5YR 2,069 2 0 0 >5YR " <1 M <2M <3M <6M < < < < < > Total: S 115r$�8 l 1 YR 2YR 3YR 4YR 5YR 5YR Ratins�s* Market Value Credit Quality � AAA $ 89,925 58% AA 5,045 B A 11,950 go�o Unrated" 39,463 B 10,120 '� .. Total: S 156,503 nrated A 3% 25/o 8% Sector Market Value �Asset Allocation RDA Loan MMFs $ 44,418 21% L41F LAIF 6,677 4% RDA Loan 32,785 MTNs MTNs 35,141 22% Agencies 37,482 MMFs C P - 29% Total: S 156,503 Agencies 24% � Month Ci Yield LAIF Yleld Varfance Performance Jan06 4.06 3.96 0.10 Feb 4.31 4.04 0.27 Mar 4.38 4.14 0.23 Apr 4.47 4.30 0.17 4•8 May 4.62 4.56 0.05 ' Jun 4.72 4.70 0.02 � � 4.2 Jul 4.86 4.85 0.01 Aug 4.92 4.95 -0.02 Sep 4.96 5.02 -0.07 3.6 Oct 4.99 5.10 -0.11 Jan06 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Oec Nov 5.01 5.13 -0.12 Dec 5.03 5.13 -0.09 ■IA�F vie�d ■City Yie�ci � ' Standard and Poors " LAIF,and City Loan to RDA Page 2 of 8 City of Palm Desert Portfolio Holdings 31 December 2006 Market Ratings Par Value Issuer Coupon Maturity Cost YTM Price Value Moody's SB�P Medium-Term Notes $ 3,023,000 AMERICAN HONDA FINANCE 4.25 3/11/08 $ 2,994,362 5.08 98.70 $ 2,983,565 A1 A+ $ 3,000,000 BANK ONE 4.13 9/1/07 $ 3,009,148 3.64 99.19 $ 2,975,610 Aa3 A+ $ 2,920,000 BANK OF AMERICA 5.88 2/15/09 $ 2,969,756 5.01 101.40 $ 2,961,000 Aa2 AA- $ 3,000,000 FORD MOTOR CREDIT CORP 7.20 6/15/07 $ 3,017,416 5.75 100.08 $ 3,002,379 61 B $ 2,500,000 FORD MOTOR CREDIT CORP 7.20 6/15/07 $ 2,514,513 5.75 100.08 $ 2,501,983 B1 B $ 4,612,000 FORD MOTOR CREDIT CORP 7.20 6/15/07 $ 4,652,979 5.10 100.08 $ 4,615,657 B1 B $ 2,000,000 GENERAL ELECTRIC 3.60 10/15/08 $ 1,953,918 4.99 97.29 $ 1,945,862 Aaa AAA $ 2,035,000 GENERAL ELECTRIC 4.88 10/21/10 $ 1,983,532 5.63 98.95 $ 2,013,592 Aaa AAA $ 1,891,000 GENERAL ELECTRIC 6.88 11/15/10 $ 1,969,391 5.65 105.73 $ 1,999,311 Aaa AAA $ 2,000,000 GENERAL ELECTRIC 6.13 2/22/11 $ 2,032,980 5.67 103.37 $ 2,067,404 Aaa AAA $ 3,000,000 GOLDMAN SACHS 7.20 3/1/07 $ 3,017,876 3.50 100.28 $ 3,008,499 Aa3 A+ $ 3,080,000 WACHOVIA 3.63 2/17/09 $ 2,994,673 5.02 96.82 $ 2,982,192 Aa3 A+ $ 2,000,000 WAL-MART 6.88 8/10/09 $ 2,092,156 4.93 104.18 $ 2,083,652 Aa2 AA a 35,061,000 Subtotal S 35,202,499 5.00 E 35,140,704 Federal Agencfes-Coupon i $ 3,000,000 FED HOME LOAN BANK 3.70 8/15/07 $ 2,998,356 3.79 99.06 $ 2,971,875 Aaa AAA $ 3,000,000 FED HOME LOAN BANK 4.38 9/11/09 $ 2,963,563 5.59 98.47 $ 2,954,063 Aaa AAA $ 1,980,000 FED HOME LOAN BANK 4.75 12/12/OS $ 1,975,175 4.87 99.47 $ 1,969,481 Aaa AAA $ 3,000,000 FED HOME LOAN BANK 4.63 9/12/08 $ 2,988,460 5.40 99.28 $ 2,978,438 Aaa AAA $ 2,049,000 FED HOME LOAN BANK 4.00 12/15/09 $ 2,001,597 4.87 97.41 $ 1,995,854 Aaa AAA $ 3,030,000 FED HOME LOAN BANK 4.00 3/10/08 $ 2,994,984 5.02 98.66 $ 2,989,284 Aaa AAA $ 2,033,000 FED HOME LOAN MTG CORP 4.25 7/15/09 $ 2,003,858 4.87 98.31 $ 1,998,693 Aaa AAA $ 2,000,000 FED HOME LOAN MTG CORP 4.13 11/18/09 $ 1,960,609 4.88 97.80 $ 1,955,918 Aaa AAA $ 2,000,000 FED HOME LOAN MTG CORP 4.90 11/3/08 $ 1,994,539 5.06 99.68 $ 1,993,690 Aaa AAA $ 2,062,000 FED HOME LOAN MTG CORP 4.13 7/12/10 $ 1,970,880 5.47 97.44 $ 2,009,161 Aaa AAA $ 2,786,000 FED NATIONAL MTG ASSOC 7.13 3/15/07 $ 2,805,638 3.55 100.38 $ 2,796,448 Aaa AAA $ 3,000,000 FED NATIONAL MTG ASSOC 3.00 8/15/07 $ 2,989,034 3.63 98.63 $ 2,958,750 Aaa AAA $ 2,000,000 FED NATIONAL MTG ASSOC 4.63 10/28/09 $ 1,986,855 4.88 99.09 $ 1,981,875 Aaa AAA $ 2,000,000 FED NATIONAL MTG ASSOC 4.25 8/15/10 $ 1,917,966 5.47 97.78 $ 1,955,625 Aaa AAA a 33,940,000 Subtotal S 33,551,515 4.76 5 33,509,154 Federal Agencies-Callable $ 2,000,000 FED HOME LOAN BANK 4.20 7/18/08 $ 1,980,416 4.88 98.69 $ 1,973,750 Aaa AAA $ 2,000,000 FED HOME LOAN MTG CORP 5.05 8/22/08 $ 1,999,590 5.06 99.97 $ 1,999,494 Aaa AAA S 4,000,000 Subtotal E 3,880,006 4.97 S 3,973,244 Local Government Investment Pool $ 6,677,499 L.A.I.F. 0.00 1/1/07 $ 6,677,499 5.13 100.00 $ 6,677,499 U U E 6,677,499 Subtotal S 6,6T7,499 5.13 S 6,677,499 "U"=Unrated Page 3 of 8 City of Palm Desert Portfolio Holdings 31 December 2006 Market Ratings Par Value Issuer Coupon Maturity Cost YTM Price Value Moody's S8P Local Government Investment Pool $ 542,357 C.A.M.P. 0.00 1/1/07 $ 542,357 5.20 100.00 $ 542,357 U AAA $ 35,759,645 C.A.M.P. 0.00 1/1/07 $ 35,759,645 5.20 100.00 $ 35,759,645 U AAA S 36,302,002 Subtotal E 36,302,002 5.20 5 36,302,002 Money Market Fund $ 8,115,583 WF ADVANTAGE GOVT MMF 0.00 1/1/07 $ 8,115,583 5.15 100.00 $ 8,115,583 Aaa AAA S 8,115,583 Subtotal S 8,115,583 5.15 S 8,115,583 City Loan to RDA $ 32,785,480 CITY OF PALM DESERT 0.00 1/1/07 $ 32,785,480 5.13 100.00 $ 32,785,480 U U 5 32,785,480 Subtotal 5 32,785,480 5.13 a 32,785,480 Total Investments ' 3 156,881,564 3 156,614,584 5.03 E 156,503,667 Cash $ 1,453,390 CITY MAIN CHKG 0.00 1/1/07 $ 1,453,390 0.00 100.00 $ 1,453,390 U U $ 271,750 DESERT WILLOW CHKG 0.00 1/1/07 $ 271,750 0.00 100.00 $ 271,750 U U $ 627,322 MONTEREY 170 CHKG 0.00 1/1/07 $ 627,322 0.00 100.00 $ 627,322 U U $ 83,099 RECREATIONAL FAC CHKG 0.00 1/1/07 $ 83,099 0.00 100.00 $ 83,099 U U S 2,435,561 Subtotal S 2,435,561 E 2,435,561 Total Investments and Cash S 159,317,124 5 159,050,145 S 158,939,227 %of Portfolio Corporate Issuers (Market Value) AMERICAN HONDA FINANCE 1.88% BANK ONE 1.87% BANK OF AMERIGA 1.86% FORD MOTOR CREDIT CORP 6.37% GENERAL ELECTRIC 5.05% GOLDMAN SACHS 1.89% WACHOVIA 1.88% WAL-MART 1.31% "U"= Unrated Page 4 of 8 Palm Desert Redevelopment Agency--Portfolio Characteristics � 31 December 2006 Dollars in Thousands __ _... ._ ..__---.....-...._.__ __. ._ _ As�ein�Interval Market Value i Portfolfo Ageing wlo SLGSsI < 1 M $ 26,939 <2M ' � <3M 5,692 100 i 90 �gM - 80 < 1 YR 5,909 � � 70 a 60 <2YR 21,692 '0 50 <3YR 18,689 0 30 30 24 21 <4YR 6,109 � a 2� 6 7 � 4 � <5YR 3�ggp 10 0 0 0 >5YR ' <1 M <2M <3M <6M < < < < < > Total: S 89,020 I 1YR 2YR 3YR 4YR 5YR 5YR � --' ualit ' Market Value Credit Quality qqq $ 85,344 � qq 1,959 77% q 2,021 Unrated*' 18,080 B 0 B 3o A 3,001 Unrated" � 20�0 Total: S 110,405 �g% 2/o Sector Market Value Asset Allocation LAIF LAIF $ 18,080 16% MMFs 26,974 58,370 Agencies Agencies MMFs 54% MTNs 6�981 24% CP ' Treasuries - MTNs Total: S 110,405 6% Month RDA Yfeld LAIF Yfeld Variance Performance Jan06 3.99 3.96 0.03 Feb 4.26 4.04 0.22 5.3 Mar 4.38 4.14 0.24 Apr 4.50 4.30 0.20 0 4.8 May 4.60 4.56 0.04 -- Jun 4.69 4.70 -0.01 � Jul 4.82 4.85 -0.03 } 4.3 Aug 4.85 4.95 -0.10 gep 4.94 5.02 -0.09 3.8 Oct 4.95 5.10 -0.15 Jan06 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Nov 4.95 5.13 -�•�s ��AIFYield ■RDAYield Dec 4.95 5.13 -0.18 * Standard and Poors '* LAIF Page 5 of 8 Palm Desert Redevelopment Agency Portfolio Holdings 31 December 2006 Market Ratings Par Value Issuer Coupon Maturity Cost YTM Price Value Moody's S8P Medium-Term Notes $ 3,000,000 FORD MOTOR CREDIT CORP 6.50 1/25/07 $ 3,003,101 4.85 100.02 $ 3,000,501 61 8 $ 2,000,000 FIRST UNION NAT BANK 5.80 12/1/08 $ 2,028,168 5.00 101.05 $ 2,020,918 Aa3 A+ $ 2,000,000 WELLS FARGO BANK 4.00 8/15/08 $ 1,971,026 4.96 97.96 $ 1,959,162 Aa1 AA- S 7,000,000 Subtotal S 7,002,294 4.93 a 6,980,581 Federal Agency-Coupon $ 3,000,000 FED FARM CREDIT BANK 2.63 9/17/07 $ 2,983,500 3.43 98.22 $ 2,946,563 Aaa AAA $ 2,000,000 FED FARM CREDIT BANK 6.45 10/7/09 $ 2,078,532 4.88 103.70 $ 2,074,090 Aaa AAA $ 2,000,000 FED FARM CREDIT BANK 3.63 10/24/08 $ 1,957,557 4.89 97.53 $ 1,950,625 Aaa AAA $ 2,000,000 FED FARM CREDIT BANK 4.75 8/3/09 $ 1,994,326 4.87 99.53 $ 1,990,625 Aaa AAA $ 3,000,000 FED HOME LOAN BANK 3.38 9/14/07 $ 2,998,062 3.82 98.75 $ 2,962,500 Aaa AAA . $ 3,970,000 FED HOME LOAN BANK 4.25 9/12/08 $ 3,931,589 4.79 98.69 $ 3,917,894 Aaa AAA $ 3,970,000 FED HOME LOAN BANK 4.25 9/12/08 $ 3,931,581 4.79 98.69 $ 3,917,894 Aaa AAA $ 4,500,000 FED HOME LOAN BANK 4.38 9/11/09 $ 4,445,345 5.59 98.47 $ 4,431,094 Aaa AAA • $ 2,000,000 FED HOME LOAN BANK 3.50 11/3/09 $ 1,929,075 4.88 96.06 $ 1,921,250 Aaa AAA $ 4,000,000 FED HOME LOAN BANK 4.63 9/12/08 $ 3,984,614 4.84 99.28 $ 3,971,250' Aaa AAA $ 2,005,000 FED HOME LOAN BANK 3.88 7/24/09 $ 1,957,546 4.89 97.25 $ 1,949,863 Aaa AAA $ 2,000,000 FED HOME LOAN BANK 4.88 3/11/11 $ 1,951,580 5.49 99.75 $ 1,995,000 Aaa AAA $ 2,000,000 FED HOME LOAN BANK 4.88 3/11/11 $ 1,950,934 5.50 99.75 $ 1,995,000 Aaa AAA $ 3,000,000 FED HOME LOAN MTG CORP 4.88 3/15/07 $ 3,008,806 3.38 99.94 $ 2,998,125 Aaa AAA $ 2,049,000 FED HOME LOAN MTG CORP 4.00 12/15/09 $ 2,001,433 4.87 97.41 $ 1,995,854 Aaa AAA $ 2,000,000 FED HOME LOAN MTG CORP 5.00 7/23/08 $ 1,998,016 5.07 99.89 $ 1,997,818 Aaa AAA $ 2,000,000 FED HOME LOAN MTG CORP 6.88 9/15/10 $ 2,087,099 5.54 106.53 $ 2,130,625 Aaa AAA $ 3,734,000 FED HOME LOAN MTG CORP 6.88 9/15/10 $ 3,896,912 5.54 106.53 $ 3,977,877 Aaa AAA $ 2,973,000 FED NATIONAL MTG ASSOC 3.63 3/15/07 $ 2,973,428 3.95 99.69 $ 2,963,709 Aaa AAA $ 4,155,000 FED NATIONAL MTG ASSOC 6.63 9/15/09 $ 4,331,547 4.89 104.13 $ 4,326,394 Aaa AAA $ 2,000,000 FED NATIONAL MTG ASSOC 3.88 11/17/08 $ 1,965,354 4.87 97.81 $ 1,956,250 Aaa AAA 3 58,356,000 Subtotal S 58,356,828 4.78 S 58,370,298 Local Government Investment Pool $ 5,483,553 L.A.I.F. 0.00 1/1/07 $ 5,483,553 5.13 100.00 $ 5,483,553 U U $ 978,850 L.A.I.F. (HOUSING) 0.00 1/1/07 $ 978,850 5.13 100.00 $ 978,850 U U $ 11,617,305 L.A.I.F. BOND PROCEEDS 0.00 1/1/07 $ 11,617,305 5.13 100.00 $ 11,617,305 U U E 18,079,708 Subtotal S 18,079,708 5.13 S 18,079,708 Local Government Investment Pool $ 21,572,579 C.A.M.P. 0.00 1/1/07 $ 21,572,579 5.20 100.00 $ 21,572,579 U AAA a 21,572,579 Subtotal S 21,572,579 5.20 S 21,572,579 "U"= Unrated Page 6 of 8 Palm Desert Redevelopment Agency Portfolio Holdings 31 December 2006 Market Ratings Par Value Issuer Coupon Maturfty Cost YTM Price Value Moody's S8P Money Market Fund $ 5,401,726 WF ADVANTAGE GOVT MMF 0.00 1/1/07 $ 5,401,726 5.13 100.00 $ 5,401,726 Aaa AAA S 5,401,726 Subtotal S 5,401,726 5.13 E 5,401,726 Total Investments E 110,410,013 3 110,413,136 4.95 E 110,404,892 Cash $ 334,808 HOUSING AUTH CHKG 0.00 1/1/07 $ 334,808 0.00 100.00 $ 334,808 U U $ 320,380 HOUSING AUTH TRUST 0.00 1/1/07 $ 320,380 0.00 100.00 $ 320,380 U U S 655,188 Subtotal S 655,188 S 655,188 Total Investments and Cash ' S 111,065,201 S 111,068,323 S 111,060,080 %of Portfolio Corporate Issuers (Market Value) FORD MOTOR CREDIT CORP 2.70% FIRST UNION NAT BANK 1.82% WELLS FARGO BANK 1.76% "U"=Unrated Page 7 of 8 STATEMENT OF COMPLIANCE The investment portfolios of the City of Palm Desert("City")and the Palm Desert Redevelopment Agency("RDA")are governed by federal, state,and local law. The City Treasurer's"Statement of Investment Policy"is more restrictive than the California Government Code. The Palm Desert Investment Committee and the Palm Desert Ciry Council review the Statement of Investment Policy annually. For the month ended 31 December 2006,the City and the RDA investment portfolios were in compliance with all applicable federal, state,and local laws and regulations. The City Treasury continued to pursue conservative and prudent investment strategies, based upon the stated objectives of safety, liquidity, and yield(in order of priority). Barring unforeseen events,the City Treasury should have sufficient cash to finance the operations of the City of Palm Desert and the Palm Desert Redevelopment Agency over the next six months. In addition, portions of either the Ciry or the RDA portfolio could be liquidated in order to meet any significant, unexpected cash requirements. Bloomberg L.P. and Interactive Data Corporation provided the data and the analytical tools that were used to calculate the market value of all securities in the City and the RDA investment portfolios. State and Local Govemment Series securities are held in escrow accounts and are therefore not included in this report as assets. All balances are bank balances. Respectfully submitted on 23 January 2007, ,�'auLS. C'i�lrao�� C.C.�>.r � � City Treasurer SUMMARY OF AUTHORIZED INVESTMENTS ? Californfa Government Code City Investment PoNcy CA Govt Maximum Maximum Quality Maximum Maximum Quality %of City %of RDA Code Investment Category Maturity Limit S&P/Mdys Maturity Limit S&P/Mdys Portfolio Portfolio 53601(a Palm Desert Bonds 5 Years No Limit Not Authorized 1) 53601 b U.S.Treasuries 5 Years No Limit 5 Years No Limit 0.0% 0.0% 53601 c CA State Debt 5 Years No Limit Not Authorized 53601 d CA Local A enc Debt 5 Years No Limit Not Aufhorized 53601 e Federal A encies 5 Years No Limit 5 Years 30% 6% 24.0% 52.9% 53601 Bankers's Acce tances 180 Da s 40% 180 Da 40% A-1 &P-1 - - 53601 Commercial Pa er 270 Da s 25% A-1+or P-1 270 Da s 25% A-1+or P-1 0.0% 0.0% 53601 h Ne otiable CDs 5 Years 30°/a 5 Years 30% AA-or Aa3 - - 53601 i Re os 1 Year No Limit 30 Da s 20% AAA 8�Aaa - - 53601 i Reverse Re os 92 Da s 20% Not Authorized 53601 ' Medium-Term Notes 5 Years 30% A 5 Years 30% A 22.5% 6.3% 53601 k Mutual Funds 90 Da s 20% AAA 8�Aaa 90 Da s 20%(2) AAA&Aaa 5.2% 4.9% 53601 I Trust Indenture Debt Not Authorized 53601(m Secured Bank Deposits 5 Years No Limit Nof Authorized 53601(k) Local Govemment AAA&Aaa AAA&Aaa Investment Pools 90 Da s 20% or Advisor 90 Da s 20% (2) or Advisor 23.2% 19.5% 53601(n) Mortgage-Backed 5 Years 20% A(Issuer)& NotAuthorized Securities AA Securi LAIF No Limit No Limit 4.3°k 16.4% (1) The City loan to RDA,which is not a bond, has been approved by the Palm Desert City Council. 79.1% 100.0% 2 Maximum limit for mutual funds and local ovemment investment ools,excludin bond roceeds. ' Certified California Municipal Treasurer Page 8 of 8