Ryan, I know this doesn't really answer your questions, but I think you should consider waiting until mid to late February before deploying cash. Our current rally has a fuse - it may only last another week or 2. Unless you're a nimble trader, it's a rather short time frame to play in. The market is extremely overbought, and sentiment is very bullish. This is a formula for a correction in the near future. And since almost everything has been trading together - it's likely that very few sectors will escape the inevitable correction.

I am currently in sell mode, trying to raise as much cash as possible, so I can buy stuff cheaper next month. When the correction ends, we will likely have a nice spring rally. While everything will probably join the party to some extent, the best sectors on a seasonal basis should be energy & base metal stocks. In the PM category, PGMs & silver should outperform gold during this time. The period of seasonal strength for agriculture is normally July-Dec.