My brothers and I are highly competitive. Though we are all grown men now, we still talk about who had the most successful high school sports careers, who went to the best college, and who performs better in Jeopardy!.

Recently, I showed them my CAPS score -- which I'm rightfully proud of -- and they said, "Big deal, take Netflix and lululemon athletica out of the equation and you're average at best."

Truth be told, these detractors have a point. It's a comment I also hear from time to time on our Stock Advisor discussion boards as well. That's because of the impact that performance outliers have on your portfolio.

Outliers and your results
Take Fool co-founder David Gardner's scorecard as an example. Earlier this week, I noticed that his average pick was up 135%. But by my calculations, when you take out his five recommendations of Netflix and two recs, his average performance drops to 72%.

That's still impressive, compared to an S&P average return of 15%. But you can see what a big role these two companies have played in David's performance. To some, this is either cause to second-guess anyone who keeps track of their score or evidence that being in the stock market is more a matter of luck than skill.

But my response is simple: That's the whole point! If you search for tomorrow's breakthrough companies, you could be enriched many times over for your endeavors. Investing like this is a game in which the odds are stacked in your favor, especially if you follow a couple simple steps.

Find an outlier that will help you retire
It might seem overly simplistic, but there are really just two steps to finding the outliers that will boost your portfolio for years to come.

  1. Find tomorrow's leading companies -- today. Believe me, if this were easy, then everyone would be doing this, and it wouldn't be a very profitable venture. Don't worry though. I'll offer five companies as a starting place below.
  2. Hold these companies for decades. Don't let hindsight blind you. If you're going to one day hold a 20-bagger in your portfolio, you need to resist the temptation to sell after it's gone up 200%, 500%, and 1,000%. That's not easy and -- again -- that's why it can be so profitable to hold.

Five potential outliers
Westport Innovations
(Nasdaq: WPRT) is a Canadian-based company that designs auto and truck engines to run solely on natural gas. It already has partnerships in place with manufacturing stalwart Cummins (NYSE: CMI) and has a growing presence in China.

  • MAKO Surgical's (Nasdaq: MAKO) niche is in providing robotic hip and knee replacements. As our baby boomers' bodies age, but their desire to stay active doesn't subside, expect demand to rise for these types of procedures.
  • Intuitive Surgical (Nasdaq: ISRG) is in some ways like the older, more mature version of MAKO. That being said, they focus on different fields entirely; Intuitive's da Vinci robots help to perform minimally invasive urological, gynecological, cardiothoracic, and head and neck surgeries.
  • Solazyme (Nasdaq: SZYM) has the patent to a form of microalgae that produces oil without needing direct sunlight. The oil can be used as a fuel, in health sciences, or as a nutritional additive. With three avenues for growth and an ever-growing demand for alternative energies, this stock has a ton of potential.
  • Zipcar (Nasdaq: ZIP), the urban and college car-sharing company, is changing the relationship many Zipsters (as subscribers call themselves) have toward automobiles. Instead of dealing with insurance costs, gas prices, and the trouble of finding a parking spot -- Zipcar allows its users access to the automobile they need for the time they need it -- hassle-free.

What to do next
Let me get one thing clear: I'm not saying you should devote your entire portfolio to companies that could be the world's next innovator. In fact, I've publicly called out 10 companies that I'm investing $40,000 in, all of which are already world-beaters.

What I'm suggesting is that there should still be room in your portfolio for companies that are rewriting the rules of their industry. Hopefully, the five companies I've offered are a good starting place.

If you'd like just one more idea, I'm going to offer you access to The Motley Fool's new special free report, "The Only Stock You Need to Profit From the NEW Technology Revolution." Inside you'll find out about a breakthrough technology that's changing the face of business by analyzing massive amounts of data. It's yours, absolutely free.