I would hedge the investment:

Use 40% to buy BTC directly.

Use 25% for a mining plan (Cloudhashing is going for $2/GH for their next upgrade)

Use about 10% for other coins (Litecoin and/or Darkcoin and/or Doge)

Use 25% for a hardware order -- but be careful: BFL is useless, KNC has gone bad, and most other companies will never make ROI.