20 million in equity holdings, sincerely seeking advice (200 coins tip)

Mainly focusing on convertible bonds and cash enhancement, I don’t need to closely monitor equities. Plus, I do various copycat strategies, which I find chaotic. The overall fund allocation is about 45% in Hong Kong and US stocks, diversifying across multiple accounts for IPOs; 55% domestically, split into futures arbitrage, A-shares IPOs across multiple accounts, and sector ETFs.

Last May, I considered cutting all multi-account IPOs and replacing them entirely with futures arbitrage, but after some hesitation, I didn’t follow through. A-shares IPOs last year barely gained, dragging down the overall performance. Hong Kong and US stocks did okay last year, but they’ve already fallen over 10% this year. The main drivers last year were futures and sector funds. The overall return for equities in 2025 was only 25%. If I include gains from A-shares and Hong Kong IPOs, it’s about 30%.

My idea is to split equity funds into two parts at the right time: half for futures arbitrage, capturing the premium, and half for individual stocks. For stocks, allocate 70%-80% to stable and growth-oriented investments, and 20%-30% to more aggressive, dynamic strategies. I also aim to hold as much as possible through Hong Kong accounts, combining multi-account IPOs and selectively doing A-H swaps.

I’m posting here to seek advice, mainly on a few points:

1. Please recommend live futures traders. I want to learn more about strategies beyond just arbitraging near-month futures, such as near-month and far-month swaps, and swaps between futures and options.
2. Recommend live equity traders, especially those focused on dynamic strategies. My current holdings are stable + growth, so the explosive potential in 2025 is limited.
3. Regarding A-H swaps, since the A-H discount rates vary across stocks, it’s hard to determine the right timing. Are there experts with unique insights into A-H swaps?

Only list holdings above 1%.