I'm 75% tech and 25% UK small caps (down from 40% and reducing) - I know which has made me the money over the last 20 years! I own a range of tech stocks - none above 6% of my whole portfolio (Nvidia which has done 'ok').
My next step is to set up a company (due to changes in salary sacrifice in April 29) - then build a SIPP based on more targeted stocks - but likely to be tech. I'm still young enough to take the risk. The war in Ukraine and Trump tariffs have caused some big shocks downward but always bounces back so far. Also have a salary which pays 2x my living costs with salary sacrifice to the max. So going to keep betting on tech until can find something better.
I'm another fan of Global Tech as my best 4 funds are all Tech and it's served me very well on average holding it through the downs until it rebounded very strongly, my normal holding is between 25 and 33% of my portfolio, when it hits about 33% I look at switching some into other funds to diversify.
However just a word of warning that over the last cycle when Tech was going down it was quoted that it was largely down to higher interest rates meaning that the cost of borrowing was higher and these stocks are borrowing and spending money hand over fist.
We have seen that inflation has been stubbornly higher than major central banks targets and in the current climate interest rates are on the up which may again at least put the brakes on Tech valuations
IMO to have 75% of a portfolio in any 1 market sector is far too high and you need to diversify.
In my early years of investing in the early 2010's I read a few articles which said the time may be right for UK smaller companies for various reasons, I duly invested in these and indeed they did really well for a few years returning over a few years returns comparable to what I currently have for Tech
I was a bit wet behind the ears in terms of investing back then and assumed it would continue forever and i'm sure things would have continued to do OK but then along came 2016 and Brexit.
My UK smaller companies all started to tank but I was sure they'd bounce back and couldn't bear the thought of selling out after they'd dropped, I stuck with them but when I looked a few years down the line and they'd basically flat lined for 3-5 years I bit the bullet and switched the majority of them out into other things including Tech but pretty much all of what I switched into did so much better
The sums were bad at the time but looking back it wasn't too much compared to my current position however it did teach me the lesson about diversifying and reviewing my portfolio regularly then switching things if something isn't doing well or i'm holding too much
