*Ander, first I'll say in the past what I was personally in and would've recommended for 1 year (or more) at that time...
Late February/Early March 2003 - Retailers/retail funds (RTH) - First stock I bought was bought here and was in, was a penny-stock retailer (DLIA) that eventually got bought out at more then double the price it was at this juncture.
December 2003 - Oil/oil equities/funds - My favorite stock at this juncture was TRGL.
August 2004 - Gold/gold equities/funds - My favorite stock at this juncture was GOLD.
Here in April 2005, I'd probably wait for this oil stuff to play out, and maybe to give the S&P 500 a chance further to rally to see what it could do. Then going long something like the USPIX for 1-year+ would be justified. On this day though, I would like South African miners, most specifically HMY (and even DROOY on dips).
I like your bear pick, but I'm sure you already know I'm in strong disagreement about the longer-term dollar outlook, I believe the "spring fling" is just that & won't last long.
Peace.
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