Analyst's Disclosure:I/we have a beneficial long position in the shares of GMRE, BEP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The more the stock market inflates, the more cautious we have to be about assuming risk in our portfolios. For me, rich valuations indicat ...